Top 10 Independent (IFAs) & Restricted Financial Advisers in Woking
Canaccord Genuity Wealth Management (CGWM)
WokingAt Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
Clients
helped626Minimum
wealth£500k+Pensions & retirementMInitial consultation free FCA verified IndependentFairstone Group
WokingFairstone 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.
Clients
helped12237Minimum
wealth£0+Pensions & retirement+4Initial consultation free FCA verified IndependentFlying Colours Advice
WokingFlying 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.
Clients
helped18729Minimum
wealth£150k+Pensions & retirement+18Initial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Saltus Partners LLP
WokingOur 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.
Clients
helped653Minimum
wealth£250k+Pensions & retirement+18Initial consultation free FCA verified IndependentThe Private Office
WokingIndependent, 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
helped32096Minimum
wealth£100k+Pensions & retirement+33Initial consultation free FCA verified IndependentNick Winter Chartered Financial Planning Consultant At Quilter Financial Advisers
WokingFixed 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.
Clients
helped< 10Minimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified RestrictedNPM Wealth Management Ltd
WokingIndependent advice that is clear and takes your needs into account with a professional yet personal approach.
Clients
helped78Minimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified IndependentLaithwaite Financial Services Ltd
WokingA personal and professional service for pensions and investments.
Clients
helped12Minimum
wealth£250k+Pensions & retirementRIAInitial consultation free FCA verified IndependentLaithwaite Financial Services Ltd
WokingA personal and professional service for pensions and investments.
Clients
helped12Minimum
wealth£250k+Pensions & retirementRIAInitial consultation free FCA verified IndependentAHR Private Clients
WokingAHR 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.
Clients
helped272Minimum
wealth£150k+Pensions & retirementLInitial 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.