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

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  • Flying Colours Advice

    Woking
    FCA verified
    Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
    18070
    £150k+
    Can help with
    Pensions & retirement
  • Walpole Financial Management

    Woking
    FCA verified
    Walpole Financial Management is a firm of Chartered Financial Planners, based in Surbiton, Surrey, providing Financial Planning services to clients throughout the UK. Our five highly qualified Financial Planners bring over 100 years of experience.
    33
    £100k+
    Can help with
    Pensions & retirement
  • One Knightsbridge Capital

    Woking
    FCA verified
    We are an independent wealth advisory firm providing individuals with secure, tailored investment solutions through ongoing, unbiased due diligence of leading fund managers.
    < 10
    £500k+
    Can help with
    Pensions & retirement
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  • Saltus Partners LLP

    Woking
    FCA verified
    Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.
    527
    £250k+
    Can help with
    Pensions & retirement
  • MPI Financial Advice

    Woking
    FCA verified
    We provide a free update & advice service to help you understand your plans.
    3910
    £0+
    Can help with
    Pensions & retirement
  • NPM Wealth Management Ltd

    Woking
    FCA verified
    Independent advice that is clear and takes your needs into account with a professional yet personal approach.
    74
    £100k+
    Can help with
    Pensions & retirement
  • Jacqueline Wilson - Sandringham

    Woking
    FCA verified
    Helping you achieve your goals is what drives me as a Sandringham advising Partner. I am dedicated to helping you grow and secure your hard-earned money so that you can enjoy those important and precious times in the future.
    46
    £100k+
    Can help with
    Financial planning
  • Blyth Wealth Management

    Woking
    FCA verified
    I'm a Chartered Financial Adviser and Coach with over 10 years experience in the industry. Together we will navigate those life transitions, remove your financial anxiety, promote sound financial behaviour and work towards your goals and aspirations.
    Recently added
    £100k+
    Can help with
    Pensions & retirement
  • Fairstone Group

    Woking
    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.
    11541
    £0+
    Can help with
    Pensions & retirement
  • Canaccord Genuity Wealth Management (CGWM)

    Woking
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    311
    £250k+
    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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