Top 10 Independent (IFAs) & Restricted Financial Advisers in Wisley
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.
Clients
helped11Minimum
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
helped624Minimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified IndependentJoss Gale at Westminster Wealth
AddlestoneIndependent Financial Advice from a firm ranked 4th in the Financial Times Top 100 advice firms for 2023. Expertise. Fairly Priced.
Clients
helped23Minimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Peter 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 RestrictedBalance Financial Planning
AddlestoneWe 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.
Clients
helped59Minimum
wealth£50k+Pensions & retirementInitial 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
helped176Minimum
wealth£100k+Pensions & retirement+2Initial consultation free FCA verified IndependentThe Private Office
WeybridgeIndependent, 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
helped32800Minimum
wealth£100k+Pensions & retirement+33Initial 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
helped176Minimum
wealth£100k+Pensions & retirement+2Initial consultation free FCA verified IndependentEvelyn Partners
Weybridge"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."
Clients
helped27Minimum
wealth£500k+Pensions & retirementHLMDC+6Initial consultation free FCA verified RestrictedChambers 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 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.