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

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  • Argentum Financial Planning Ltd

    London
    FCA verified
    Our purpose is to give valued advice that informs and empowers clients, helping them achieve their financial needs and goals.
    16
    £0+
    Can help with
    Pensions & retirement
  • Live Smart Financial Planning

    Purley
    FCA verified
    Across our team we have over 50 years of experience in helping people to enjoy a better lifestyle, without fear of running out of money. We passionately believe that the power of Lifestyle Financial Planning can change people’s lives.
    < 10
    £250k+
    Can help with
    Pensions & retirement
  • Saltus Partners LLP

    Wallington
    FCA verified
    Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.
    423
    £250k+
    Can help with
    Pensions & retirement
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  • Marc Lezar - PRG Financial Planners Ltd

    Croydon
    FCA verified
    I will leave no stone unturned! I will strive to ensure you have peace of mind when it comes to your financial matters!
    185
    £0+
    Can help with
    Pensions & retirement
  • London and County Financial Advisors Ltd

    Croydon
    FCA verified
    Clients come to us for our bespoke advice and guidance on a wide range of financial planning scenarios. We know from first-hand experience that getting the right financial advice can make a big difference at any stage of your life, career or business.
    370
    £0+
    Can help with
    Pensions & retirement
  • The Private Office

    Sutton
    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.
    27993
    £100k+
    Can help with
    Pensions & retirement
  • Leagold Miller Ltd

    Carshalton
    FCA verified
    As your local Independent Financial Adviser based in South London, I am committed to helping you achieve your financial goals and aim to deliver information, advice and solutions which are clear and easy to understand.
    < 10
    £100k+
    Can help with
    Pensions & retirement
  • Humboldt Financial

    Carshalton
    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.
    5268
    £50k+
    Can help with
    Pensions & retirement
  • The Private Office

    Purley
    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.
    27993
    £100k+
    Can help with
    Pensions & retirement
  • Canaccord Genuity Wealth Management (CGWM)

    Sutton
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    34
    £250k+
    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.