Top 10 Independent (IFAs) & Restricted Financial Advisers in Puttenham
NPM Wealth Management Ltd
FarnhamIndependent 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 IndependentDouglas Steers & Company
AshExpert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped7579Minimum
wealth£50k+Pensions & retirement+7Initial consultation free FCA verified IndependentAtticus Financial Planning Ltd
WitleyWe believe in the importance of money, not as an end in itself, but as a facilitator of dreams. We charge fixed fees for truly independent advice on retirement, pensions, investments, savings, IHT mitigation, estate planning and protection.
Clients
helped48Minimum
wealth£500k+Pensions & retirementInitial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Aegis Financial Planning Ltd.
AshWe offer independent and unrestricted wealth management services on a whole of market basis to tailor financial planning strategies and solutions to individual needs. Personal, ongoing relationships are key to our approach.
Clients
helped127Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentThe Private Office
GodalmingIndependent, 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
helped32763Minimum
wealth£100k+Pensions & retirement+45Initial consultation free FCA verified IndependentCanaccord Genuity Wealth Management (CGWM)
GodalmingAt Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
Clients
helped671Minimum
wealth£500k+Pensions & retirementMInitial consultation free FCA verified IndependentPrime Time Financial
GodalmingLocal independent financial adviser specializing in pensions, investments and estate planning.
Clients
helped48Minimum
wealth£250k+Pensions & retirementInitial consultation free FCA verified IndependentBramley Financial Planning
GodalmingNow back taking face to face meetings. Also Zoom or Skype sessions during Covid-19. Please contact if you have any worries about retirement plans or your pensions and investments, or would just like a chat
Clients
helped402Minimum
wealth£250k+Pensions & retirementInitial consultation free FCA verified IndependentEvelyn Partners
Godalming"Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
Clients
helped18Minimum
wealth£500k+Pensions & retirementHLMDC+6Initial consultation free FCA verified RestrictedBlack Lion Wealth Management
GodalmingWe are committed to helping hard-working people like you get the best options on your pensions and investments— you are at the heart of what we do.
Clients
helped1380Minimum
wealth£250k+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.