Top 10 Independent (IFAs) & Restricted Financial Advisers in Epsom
Canaccord Genuity Wealth Management (CGWM)
EpsomAt Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
Clients
helped652Minimum
wealth£500k+Pensions & retirementMInitial consultation free FCA verified IndependentFairstone Group
EpsomFairstone 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
helped12314Minimum
wealth£0+Pensions & retirement+2Initial consultation free FCA verified IndependentAdvanta Wealth
ChessingtonWith 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
helped588Minimum
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.Motus
EpsomFinancial success is down to the compounding effect of many good, but small decisions over time. Financial planning is about aligning those decisions to your goals and objections.
Clients
helped43Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified RestrictedOld Royle Wealth Management Ltd
EpsomSimply trusted, independent, unbiased financial advice. Appointed representative of a multi-award winning network. Free initial consultation across the country
Clients
helped2135Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentAdvanta Wealth
EpsomWith 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
helped588Minimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified IndependentRoxborough Wealth Management & Mortgages
ChessingtonWe care and always go the extra mile. Our clients feel they are part of the Roxborough family. Our service is totally bespoke.
Clients
helped141Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentJamie Pearson at Westminster Wealth
AshteadJamie is a truly independent adviser, that is down to earth, kind and knowledgeable. He has over 16 years' experience, helping a wide range of clients and prides himself on being one of the lead advisers in both his practice and in London.
Clients
helped47Minimum
wealth£250k+Pensions & retirementInitial consultation free FCA verified IndependentBalance Financial Planning
ChessingtonWe 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 IndependentAlastair Breen at M&G Wealth Advice
EpsomWe are proud to be a partner of M&G Wealth Advice. We’re qualified in financial planning and advise on a range of carefully selected products from Prudential and other providers.
ClientsRecently added
helpedMinimum
wealth£0+Pensions & retirementInitial consultation free FCA verified Restricted
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.