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Top 10 Independent (IFAs) & Restricted Financial Advisers in West Molesey

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  • Lloyd O'Sullivan

    East molesey

    Enhancing financial lives since 1993 We’re an independent financial planning firm advising clients in Surrey, London and across the country.

    174
    £100k+
    Can help with
    Pensions & retirement
    Meet the team
    +2
    Initial consultation free
    FCA verified
    Independent
  • Advanta Wealth

    East molesey

    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.

    593
    £150k+
    Can help with
    Pensions & retirement
    Meet the team
    Initial consultation free
    FCA verified
    Independent
  • Permanent Wealth Partners Ltd

    West molesey

    Our firm was created to give professionals and their families the foundations to invest and have financial peace of mind.

    75
    £250k+
    Can help with
    Pensions & retirement
    Meet the team
    Initial consultation free
    FCA verified
    Independent
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  • < 10
    £50k+
    Can help with
    Pensions & retirement
    Meet the team
    T
    N
    C
    Initial consultation free
    FCA verified
    Independent
  • Hymans Robertson Personal Wealth

    West molesey

    Get expert support at every life stage, from the start of your career to retirement. Our services, driven by technology and expert advice, focus on long-term investing, backed by 100 years of experience from our parent company.

    125
    £100k+
    Can help with
    Pensions & retirement
    Meet the team
    +7
    Initial consultation free
    FCA verified
    Independent
  • Nick Winter Chartered Financial Planning Consultant At Quilter Financial Advisers

    West molesey

    Fixed fee financial planning for individuals, families and businesses. Please visit my profile for more information. I live in Alton with my wife Emily, our son Jack and our pigeon chasing, sock stealing cockapoo, Wallace.

    < 10
    £150k+
    Can help with
    Pensions & retirement
    Meet the team
    Initial consultation free
    FCA verified
    Restricted
  • AHR Private Clients

    East molesey

    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.

    294
    £150k+
    Can help with
    Pensions & retirement
    Meet the team
    L
    Initial consultation free
    FCA verified
    Independent
  • 7IM Private Clients

    East molesey

    Finding a wealth manager can be difficult, and many focus on themselves and their heritage. Our approach is different: we focus on you.

    Recently added
    £500k+
    Can help with
    Pensions & retirement
    Meet the team
    Initial consultation free
    FCA verified
    Independent
  • Owen Salamao at Belvedere Wealth Management

    Hampton

    Securing your future. Belvedere Wealth Management is a boutique, independent Financial Advisory, offering unbiased financial planning and advice services.

    22
    £150k+
    Can help with
    Pensions & retirement
    Meet the team
    Initial consultation free
    FCA verified
    Independent
  • Synthesis Wealth Management

    Hampton

    Our purpose is to help individuals and businesses make smarter, more informed financial decisions for a brighter future. Synthesis is a Chartered independent financial planning firm that uses technology to enhance value and outcomes for our clients.

    219
    £100k+
    Can help with
    Pensions & retirement
    Meet the team
    Initial 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.

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