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

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  • Polestar

    Guildford
    FCA verified
    Specialise in: Retirement Planning, Pensions, SIPP's, Annuities, Investments, NISA's, Family Protection, Critical Illness Cover, Estate Planning, Inheritance Tax, Wills, Trusts
    298
    £500k+
    Can help with
    Financial planning

  • Flying Colours

    Richmond
    FCA verified
    Flying 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.
    17077
    £100k+
    Can help with
    Pensions & retirement

  • The Private Office

    London
    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.
    27303
    £100k+
    Can help with
    Pensions & retirement
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  • Private Office Asset Management Limited

    Addlestone
    FCA verified
    Bespoke wealth management, tailored just for you
    Recently added
    £150k+
    Can help with
    Pensions & retirement

  • MPI Financial Advice

    Mitcham
    FCA verified
    We provide a free update & advice service to help you understand your plans.
    2744
    £0+
    Can help with
    Pensions & retirement

  • The Private Office

    Richmond
    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.
    27303
    £100k+
    Can help with
    Pensions & retirement

  • Oak Financial Management Ltd

    London
    FCA verified
    Relationships require strong communication, we always listen to our clients in order to help us understand their true needs.
    51
    £50k+
    Can help with
    Pensions & retirement

  • Chase de Vere Independent Financial Advisers

    Richmond
    FCA verified
    I am a Chartered & Certified financial planner, and have achieved Fellowship status with the Chartered Institute of Insurance. I am also a Society of Later Life advisors accredited advisor with 25 years of experience in the industry.
    Recently added
    £250k+
    Can help with
    Pensions & retirement

  • Kirk Rice LLP

    Richmond
    FCA verified
    Whether you are a business or an individual, Kirk Rice has your back. Our services are wide-ranging and can be tailored to your individual needs. Our Financial Services and Accounting business working hand in hand with you for all of your Finance needs.
    Recently added
    £100k+
    Can help with
    Pensions & retirement

  • Fairstone Group

    Thames ditton
    FCA verified
    Fairstone incorporates one of the largest Chartered financial planning firms in the UK and is the number one rated wealth management house on Trustpilot.
    10442
    £0+
    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.