Top 10 Independent (IFAs) & Restricted Financial Advisers in Effingham
Roxborough Wealth Management & Mortgages
LeatherheadWe care and always go the extra mile. Our clients feel they are part of the Roxborough family. Our service is totally bespoke.
Clients
helped142Minimum
wealth£100k+Pensions & retirementCInitial consultation free FCA verified IndependentTom Grunsell at Westminster Wealth
LeatherheadMy mission is to help clients gain clarity about their financial future and identify their aspirations and goals. I provide a clear, actionable plan to achieve and manage these goals efficiently.
ClientsRecently added
helpedMinimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified IndependentAsperand Wealth Limited
LeatherheadWe don't use special offers; we believe our fees are already competitive! Independent advice from an experienced Chartered Financial Planner.
Clients
helped54Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.MPI Financial Advice
LeatherheadWe provide a free update & advice service to help you understand your plans.
Clients
helped5340Minimum
wealth£0+Pensions & retirementMHInitial consultation free FCA verified IndependentMLA Wealth Management Limited
LeatherheadMark Deasy has over 30 years of experience dealing with client's investment, pension and Inheritance Tax planning needs.
Clients
helped242Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentTom Grunsell at Westminster Wealth
East horsleyMy mission is to help clients gain clarity about their financial future and identify their aspirations and goals. I provide a clear, actionable plan to achieve and manage these goals efficiently.
ClientsRecently added
helpedMinimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified IndependentBlacktower Financial Management
LeatherheadFinancial Planning, Pension and Investment Advice by Andrew Hains at the Blacktower Group of companies. Pension Switches/Transfers | Investments | UK Financial Planning | Advice for EU/EEA/UAE residents | Cross-Border Planning | US Connected Individuals
Clients
helped115Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentAHR Private Clients
LeatherheadAHR 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
helped308Minimum
wealth£250k+Pensions & retirementLInitial consultation free FCA verified IndependentAdvanta Wealth
CobhamWith 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
helped615Minimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified IndependentAnderson Sinclair & Co LLP
LeatherheadA family-run firm providing professional, personalised and independent advice since 1970. Contact us to discuss your Investment and Pensions.
Clients
helped< 10Minimum
wealth£50k+Pensions & retirementRGInitial 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.