Top 10 Independent (IFAs) & Restricted Financial Advisers in Ockham
7IM Private Clients
RipleyFinding a wealth manager can be difficult, and many focus on themselves and their heritage. Our approach is different: we focus on you.
ClientsRecently added
helpedMinimum
wealth£500k+Pensions & retirementInitial consultation free FCA verified IndependentAdvanta Wealth
RipleyWith Advanta it’s always personal. We offer professional financial planning, with a personal touch. It’s how we’ll help you plan for the future and grow your wealth in a way that’s just right for you. Your way.
Clients
helped597Minimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified IndependentPeter Brackley - Pinnacle Financial Management Ltd
RipleyPinnacle Financial Management Limited is a local company with a number of experienced Financial Advisers situated across Sussex, Surrey, Kent and Hamphire. They have over 31 years of combined experienced in the financial services industry.
Clients
helped< 10Minimum
wealth£50k+Pensions & retirementPInitial consultation free FCA verified RestrictedNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Tom Grunsell at Westminster Wealth
East horsleyMy mission is to help clients gain clarity about their financial future and identify their aspirations and goals. I provide a clear, actionable plan to achieve and manage these goals efficiently.
ClientsRecently added
helpedMinimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified IndependentAdvanta Wealth
CobhamWith Advanta it’s always personal. We offer professional financial planning, with a personal touch. It’s how we’ll help you plan for the future and grow your wealth in a way that’s just right for you. Your way.
Clients
helped597Minimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified IndependentLloyd O'Sullivan
CobhamEnhancing financial lives since 1993 We’re an independent financial planning firm advising clients in Surrey, London and across the country.
Clients
helped174Minimum
wealth£100k+Pensions & retirement+2Initial consultation free FCA verified IndependentChambers Financial Ltd
SendComprehensive and independent financial planning services tailored to meet the unique needs of our clients.
Clients
helped12Minimum
wealth£100k+Pensions & retirementMInitial consultation free FCA verified IndependentRoxborough Wealth Management & Mortgages
LeatherheadWe care and always go the extra mile. Our clients feel they are part of the Roxborough family. Our service is totally bespoke.
Clients
helped142Minimum
wealth£100k+Pensions & retirementCInitial consultation free FCA verified IndependentMPI Financial Advice
LeatherheadWe provide a free update & advice service to help you understand your plans.
Clients
helped5192Minimum
wealth£0+Pensions & retirementMHInitial consultation free FCA verified IndependentLloyd O'Sullivan
WeybridgeEnhancing financial lives since 1993 We’re an independent financial planning firm advising clients in Surrey, London and across the country.
Clients
helped174Minimum
wealth£100k+Pensions & retirement+2Initial 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.