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

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  • Roxborough Wealth Management Limited

    Worcester park
    FCA verified
    We provide a holistic, robust, highly diversified collection of services aimed at maximizing your wealth and help protecting it.
    149
    £100k+
    Can help with
    Pensions & retirement

  • Canaccord Genuity Wealth Management (CGWM)

    Epsom
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    377
    £250k+
    Can help with
    Pensions & retirement

  • Quilter Cheviot Financial Planning (London)

    Epsom
    FCA verified
    We’re here to help secure your financial future by supporting you with trusted advice every step of the way. Our experienced planners are here to help with whatever you need, whenever you need it.
    205
    £500k+
    Can help with
    Pensions & retirement
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  • The Private Office

    Epsom
    FCA verified
    Independent, 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.
    30288
    £100k+
    Can help with
    Pensions & retirement

  • Motus

    Epsom
    FCA verified
    Financial 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.
    30
    £100k+
    Can help with
    Pensions & retirement

  • Saltus Partners LLP

    Epsom
    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.
    539
    £250k+
    Can help with
    Pensions & retirement

  • Balance Financial Planning

    Epsom
    FCA verified
    We 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.
    41
    £50k+
    Can help with
    Pensions & retirement

  • Piccadilly Wealth Management

    Epsom
    FCA verified
    Friendly, expert, regulated advice over the telephone, video call or face to face.
    141
    £50k+
    Can help with
    Pensions & retirement

  • Old Royle Wealth Management Ltd

    Epsom
    FCA verified
    Simply trusted, independent, unbiased financial advice. Appointed representative of a multi-award winning network. Free initial consultation across the country
    1833
    £100k+
    Can help with
    Pensions & retirement

  • Jamie Pearson at Westminster Wealth

    Ashtead
    FCA verified
    Expertise. Fairly Priced
    28
    £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.

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.