Top 10 Independent (IFAs) & Restricted Financial Advisers in Caterham
- We specialise in helping individuals and families with their retirement plans. We have won numerous awards (which can be seen on our website) for retirement, investment, trust and tax planning as well as, more recently, ethical investing.Clients183
helpedMinimum£100k+
wealthPensions & retirement - We specialise in helping individuals and families with their retirement plans. We have won numerous awards (which can be seen on our website) for retirement, investment, trust and tax planning as well as, more recently, ethical investing.Clients183
helpedMinimum£100k+
wealthPensions & retirementNot sure which adviser to pick?Answer a few questions to help us find you the perfect match. - 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.Clients29196
helpedMinimum£100k+
wealthPensions & retirement - We are happy to cover the cost of an intial meeting to establish how we can help. This can be in person at a place of your choosing, in our office in Westerham, Kent, virtually (Zoom / Teams) or simply over the phone.Clients90
helpedMinimum£0+
wealthPensions & retirement Alexander Bates Campbell Ltd
Oxted FCA verifiedExperience, expertise and professionalism are at the heart of services provided by the whole team at Alexander Bates Campbell. addressing individual client needs both in the UK and abroad.Clients32
helpedMinimum£150k+
wealthPensions & 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.