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

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  • Ascot Lloyd

    Walton on thames
    FCA verified
    One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
    775
    £150k+
    Can help with
    Pensions & retirement

  • Bigmore Associates Ltd

    Walton on thames
    FCA verified
    Our business is built on great relationships with our clients.
    318
    £100k+
    Can help with
    Pensions & retirement

  • Roxborough Wealth Management & Mortgages

    Walton on thames
    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.
    132
    £100k+
    Can help with
    Pensions & retirement
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  • Balance Financial Planning

    Walton on thames
    FCA verified
    We 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.
    44
    £50k+
    Can help with
    Pensions & retirement

  • Black Lion Wealth Management

    Walton on thames
    FCA verified
    We are committed to helping hard-working people like you get the best options on your pensions and investments— you are at the heart of what we do.
    1324
    £100k+
    Can help with
    Pensions & retirement

  • The Private Office

    Walton on thames
    FCA verified
    Independent, 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.
    30659
    £100k+
    Can help with
    Pensions & retirement

  • Duncan Pilgrim

    Walton on thames
    FCA verified
    With over 12 years’ experience in Financial Services providing the right advice in a relaxed and jargon free environment.
    128
    £250k+
    Can help with
    Pensions & retirement

  • Fairstone Group

    Walton on thames
    FCA verified
    Fairstone 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.
    11758
    £0+
    Can help with
    Pensions & retirement

  • Canaccord Genuity Wealth Management (CGWM)

    Walton on thames
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    448
    £500k+
    Can help with
    Pensions & retirement

  • Black Lion Wealth Management

    Shepperton
    FCA verified
    We are committed to helping hard-working people like you get the best options on your pensions and investments— you are at the heart of what we do.
    1324
    £100k+
    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.

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