Top 10 Independent (IFAs) & Restricted Financial Advisers in Witley
Advanta Wealth
WitleyWith 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
helped575Minimum
wealth£150k+Pensions & retirementInitial 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 IndependentCanaccord Genuity Wealth Management (CGWM)
WitleyAt Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
Clients
helped624Minimum
wealth£500k+Pensions & retirementMInitial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Black 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
helped1361Minimum
wealth£250k+Pensions & retirementInitial consultation free FCA verified RestrictedTemple Wealth Management Ltd
GodalmingWe understand our success depends upon you achieving your financial objectives, providing you with clear, simple plans and proposals. Working with private clients, trustees and business owners in the South East, guiding them through their financial needs.
Clients
helped52Minimum
wealth£100k+Pensions & retirementInitial 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
helped624Minimum
wealth£500k+Pensions & retirementMInitial 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
helped398Minimum
wealth£250k+Pensions & retirementInitial 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 IndependentLeagold Miller
Tilford“As trusted advisers to our clients for over 100 years, our ethos and level of client service continues today. At Leagold Miller our advisers look to provide you with Independent whole of market advice across all areas of your financial planning journey (Retirement Planning, Investment Planning and Protecting your family). We understand that the world of financial planning can be a difficult journey for many people, which is why our professional advisers will always go the extra mile to help educate you on your financial planning matters. We pride ourselves on holding your hand along your journey.”
Clients
helped86Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentFlying Colours Advice
HaslemereFlying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
Clients
helped18722Minimum
wealth£150k+Pensions & retirement+18Initial 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.