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

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  • Roxborough Wealth Management & Mortgages

    Leatherhead
    FCA verified
    We care and always go the extra mile. Our clients feel they are part of the Roxborough family. Our service is totally bespoke.
    130
    £100k+
    Can help with
    Pensions & retirement

  • Asperand Wealth Limited

    Leatherhead
    FCA verified
    We don't use special offers; we believe our fees are already competitive! Independent advice from an experienced Chartered Financial Planner.
    48
    £0+
    Can help with
    Pensions & retirement

  • MLA Wealth Management Limited

    Leatherhead
    FCA verified
    Mark Deasy has over 30 years of experience dealing with client's investment, pension and Inheritance Tax planning needs.
    235
    £0+
    Can help with
    Pensions & retirement
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  • Blacktower Financial Management

    Leatherhead
    FCA verified
    Financial 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
    110
    £100k+
    Can help with
    Pensions & retirement

  • AHR Private Clients

    Leatherhead
    FCA verified
    AHR 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.
    197
    £250k+
    Can help with
    Pensions & retirement

  • Advanta Wealth

    Cobham
    FCA verified
    With 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.
    386
    £100k+
    Can help with
    Pensions & retirement

  • Anderson Sinclair & Co LLP

    Leatherhead
    FCA verified
    A family-run firm providing professional, personalised and independent advice since 1970. Contact us to discuss your Investment and Pensions.
    < 10
    £50k+
    Can help with
    Pensions & retirement

  • Fairstone Group

    Leatherhead
    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.
    11649
    £0+
    Can help with
    Pensions & retirement

  • The Private Office

    Leatherhead
    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.
    30296
    £100k+
    Can help with
    Pensions & retirement

  • Canaccord Genuity Wealth Management (CGWM)

    Dorking
    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

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.