Top 10 Independent (IFAs) & Restricted Financial Advisers in Epsom
The Private Office
EpsomIndependent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
Clients
helped32167Minimum
wealth£100k+Pensions & retirement+33Initial consultation free FCA verified IndependentSaltus Partners LLP
EpsomOur mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.
Clients
helped660Minimum
wealth£250k+Pensions & retirement+18Initial consultation free FCA verified IndependentRoxborough Wealth Management Limited
Worcester parkWe provide a holistic, robust, highly diversified collection of services aimed at maximizing your wealth and help protecting it.
Clients
helped154Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Motus
EpsomFinancial success is down to the compounding effect of many good, but small decisions over time. Financial planning is about aligning those decisions to your goals and objections.
Clients
helped42Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified RestrictedKieron McLoughlin
TadworthI am a Chartered Financial adviser and Fellow of the PFS, based in Tadworth, Surrey with over 30 years of experience in Financial Services, Pensions & Investments.
Clients
helped< 10Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentPiccadilly Wealth Management
EpsomFriendly, expert, regulated advice over the telephone, video call or face to face.
Clients
helped191Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentBalance Financial Planning
ChessingtonWe are here to help you achieve your financial goals. We'll work with you to provide clarity, independent expert advice, peace of mind, and a financial plan to help you live today, and secure tomorrow.
Clients
helped57Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentRoxborough Wealth Management & Mortgages
ChessingtonWe care and always go the extra mile. Our clients feel they are part of the Roxborough family. Our service is totally bespoke.
Clients
helped141Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentKieron McLoughlin
EpsomI am a Chartered Financial adviser and Fellow of the PFS, based in Tadworth, Surrey with over 30 years of experience in Financial Services, Pensions & Investments.
Clients
helped< 10Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentCanaccord Genuity Wealth Management (CGWM)
EpsomAt Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
Clients
helped637Minimum
wealth£500k+Pensions & retirementMInitial consultation free FCA verified Independent
How can a financial adviser help me?
An independent financial adviser (IFA) can help you with many of life’s big financial decisions, such as:
- Accessing your pensions
- Choosing how to take your pension income
- Investing for the medium or long term
- Protecting your family finances
- Finding life insurance, critical illness cover and income protection
- Starting a business
- Setting up and managing a personal pension
- Funding long-term care for yourself or a loved one
- Leaving an inheritance while minimising tax
Your IFA will assess your whole financial situation and give you unbiased advice on the options available to you. They will also source financial products for you, independently of product providers, so you can choose the most suitable ones from the whole of the market. Finally, they will handle all the necessary administration, to save you time and hassle.
Why use Unbiased?
Unbiased is the place to find advisers you can trust. Our site offers one of the easiest and quickest ways to find the right professional for you. Every professional is appropriately regulated, qualified and independent of product providers, so you can be sure of finding unbiased advice. Our smart system can match an available professional to your requirements, so there’s no time-consuming shopping around. Alternatively, you can browse a list of local professionals and filter them to suit your preferences.