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

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  • Roxborough Wealth Management Limited

    Worcester park
    FCA verified
    We provide a holistic, robust, highly diversified collection of services aimed at maximizing your wealth and help protecting it.
    137
    £100k+
    Can help with
    Pensions & retirement

  • Roxborough Wealth Management & Mortgages

    Chessington
    FCA verified
    We care and always go the extra mile. Our clients feel they are part of the Roxborough family. Our service is totally bespoke.
    102
    £100k+
    Can help with
    Pensions & retirement

  • Flying Colours

    Epsom
    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.
    17094
    £100k+
    Can help with
    Pensions & retirement
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  • Motus

    Epsom
    FCA verified
    Financial success is down to the compounding effect of many good, but small decisions over time. Financial planning is about aligning those decisions to your goals and objections.
    13
    £100k+
    Can help with
    Pensions & retirement

  • Humboldt Financial

    Epsom
    FCA verified
    As a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.
    5006
    £50k+
    Can help with
    Pensions & retirement

  • Neo Wealth

    Epsom
    FCA verified
    Regardless of status and wealth, we believe everyone should have access to professional advice, giving our clients peace of mind that their financial well-being is in good hands. Our goal is to empower clients to navigate their financial decision-making.
    Recently added
    £100k+
    Can help with
    Pensions & retirement

  • Quilter Cheviot Financial Planning (London)

    Epsom
    FCA verified
    We’re here to help secure your financial future by supporting you with trusted advice every step of the way. Our experienced planners are here to help with whatever you need, whenever you need it.
    177
    £500k+
    Can help with
    Pensions & retirement

  • Talking Finances

    Epsom
    FCA verified
    At Talking Finances, you talk and we listen, not the other way around. We then start from wherever you are, providing you with all the support, technical expertise and education you want and need to help you on your way. It’s about your agenda, not ours.
    74
    £250k+
    Can help with
    Pensions & retirement

  • Jamie Pearson at Westminster Wealth

    Ashtead
    FCA verified
    Expertise. Fairly Priced
    17
    £250k+
    Can help with
    Pensions & retirement

  • Old Royle Wealth Management Ltd

    Epsom
    FCA verified
    Simply trusted, independent, unbiased financial advice. Appointed representative of a multi-award winning network. Free initial consultation across the country
    1707
    £50k+
    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.