Top 10 Independent (IFAs) & Restricted Financial Advisers in Ockham

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  • MPI Financial Advice

    Ripley
    FCA verified
    We provide a free update & advice service to help you understand your plans.
    4032
    £0+
    Can help with
    Pensions & retirement

  • Peter Brackley - Pinnacle Financial Management Ltd

    Ripley
    FCA verified
    Pinnacle 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.
    Recently added
    £50k+
    Can help with
    Pensions & retirement

  • Advanta Wealth

    Cobham
    FCA verified
    With 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.
    386
    £100k+
    Can help with
    Pensions & retirement
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  • Lloyd O'Sullivan

    Cobham
    FCA verified
    Enhancing financial lives since 1993 We’re an independent financial planning firm advising clients in Surrey, London and across the country.
    149
    £100k+
    Can help with
    Pensions & retirement

  • Piccadilly Wealth Management

    Cobham
    FCA verified
    Friendly, expert, regulated advice over the telephone, video call or face to face.
    141
    £50k+
    Can help with
    Pensions & retirement

  • Keith Whitehead - True Potential LLP

    Cobham
    FCA verified
    I have joined True Potential Wealth Management as an experienced Financial Planner, with a wealth of knowledge and expertise, particularly in the complex areas of investments and pensions, including Defined Benefit/Final Salary advice.
    559
    £100k+
    Can help with
    Pensions & retirement

  • Roxborough Wealth Management & Mortgages

    Leatherhead
    FCA verified
    We care and always go the extra mile. Our clients feel they are part of the Roxborough family. Our service is totally bespoke.
    130
    £100k+
    Can help with
    Pensions & retirement

  • Lloyd O'Sullivan

    Weybridge
    FCA verified
    Enhancing financial lives since 1993 We’re an independent financial planning firm advising clients in Surrey, London and across the country.
    149
    £100k+
    Can help with
    Pensions & retirement

  • AHR Private Clients

    Cobham
    FCA verified
    AHR Private Clients is a UK High & Ultra High Net Worth provider of Independent Financial Advice within the UK offering a clear and focused proposition for the benefit of our clients retaining their interests at the heart of everything we do.
    197
    £250k+
    Can help with
    Pensions & retirement

  • Joss Gale at Westminster Wealth

    Addlestone
    FCA verified
    Independent Financial Advice from a firm ranked 4th in the Financial Times Top 100 advice firms for 2023. Expertise. Fairly Priced.
    13
    £150k+
    Can help with
    Pensions & retirement

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.