Top 10 Independent (IFAs) & Restricted Financial Advisers in Chaldon
Character Financial Services
Caterham on the hillWe 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.
Clients
helped144Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified IndependentMPI Financial Advice
Caterham on the hillWe provide a free update & advice service to help you understand your plans.
Clients
helped5327Minimum
wealth£0+Pensions & retirementSHInitial consultation free FCA verified IndependentThe Private Office
Caterham on the hillIndependent, 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
helped32717Minimum
wealth£100k+Pensions & retirement+33Initial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Canaccord Genuity Wealth Management (CGWM)
Caterham on the hillAt 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 IndependentWingate Financial Planning
Caterham valleyWe 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.
Clients
helped232Minimum
wealth£100k+Pensions & retirement+2Initial consultation free FCA verified IndependentDouglas Steers & Company
CoulsdonExpert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped7562Minimum
wealth£50k+Pensions & retirement+7Initial consultation free FCA verified IndependentHearnden Associates Limited
WarlinghamHearnden Associates are CII Chartered Financial Planners, providing solutions to your investment, retirement and pension planning as well as mortgage advice.
Clients
helped46Minimum
wealth£0+Pensions & retirement+2Initial consultation free FCA verified IndependentM&G Wealth Advice
CoulsdonWe provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
Clients
helped559Minimum
wealth£100k+Pensions & retirementLInitial consultation free FCA verified RestrictedApropos Wealth
CoulsdonExpert independent financial advice on pensions, investments, protection and retirement planning for local individuals and business owners.
Clients
helped50Minimum
wealth£100k+Pensions & retirementIInitial consultation free FCA verified IndependentThurlowe-Clarke Limited
RedhillWe are approachable. We listen, ask questions and then focus on helping clients to achieve their objectives.
Clients
helped71Minimum
wealth£250k+Pensions & retirementInitial 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.