Top 10 Independent (IFAs) & Restricted Financial Advisers in Shere
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.
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wealth£150k+Pensions & retirementInitial consultation free FCA verified IndependentAnglo International Group Ltd
GuildfordWe specialise in providing you with quality, professional financial advice that you can trust.
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helped89Minimum
wealth£50k+Pensions & retirementRSInitial consultation free FCA verified IndependentBramley Financial Planning
GuildfordPlease contact if you have any worries about retirement plans or your pensions and investments, or would just like a chat
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helped402Minimum
wealth£250k+Pensions & retirementInitial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Bramley Financial Planning
WonershNow back taking face to face meetings. Also Zoom or Skype sessions during Covid-19. Please contact if you have any worries about retirement plans or your pensions and investments, or would just like a chat
Clients
helped402Minimum
wealth£250k+Pensions & retirementInitial consultation free FCA verified IndependentBlacktower Financial Management
GuildfordFinancial Planning, Pension and Investment Advice by Andrew Hains at the Blacktower Group of companies. Pension Switches/Transfers | Investments | UK Financial Planning | Advice for EU/EEA/UAE residents | Cross-Border Planning | US Connected Individuals
Clients
helped115Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentEvelyn Partners
Guildford"Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
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wealth£500k+Pensions & retirementHLMDC+6Initial consultation free FCA verified RestrictedEvelyn Partners
Guildford"Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
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wealth£500k+Pensions & retirementHLMDC+6Initial consultation free FCA verified RestrictedThe Private Office
GuildfordIndependent, 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
helped32565Minimum
wealth£100k+Pensions & retirement+33Initial consultation free FCA verified IndependentAdvanta Wealth
GuildfordWith 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
helped600Minimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified IndependentFairstone Group
GuildfordFairstone incorporates one of the largest chartered financial planning firms in the UK. Our vision is to become the most trusted wealth management firm in the UK. We are the number one rated wealth management house on Trustpilot.
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helped12383Minimum
wealth£0+Pensions & retirement+3Initial 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.