Top 20 Independent Financial Advisers in Carshalton

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  • MPI Financial Advice

    Mitcham
    We provide a free update & advice service to help you understand your plans.
    85
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Perfect Protect Ltd

    Mitcham
    195
    £0+
    9.3
    Can help with Advice areas
    & specialisation
    Mortgages
  • Globe Independent Financial Advisors Ltd

    Sutton
    Independent financial advisors, helping people who’re either approaching retirement, retired, in later life, business owners, US citizens and home buyers.
    215
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
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  • Takunda Sando at Quilter Financial Advisers

    Wallington
    Chartered Wealth Manager who can assess your current circumstances and then use his extensive knowledge and understanding of all the available financial products and regulations to develop bespoke financial solutions to help you meet your objectives.
    71
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Argentum Financial Planning Ltd

    Wallington
    Our purpose is to give valued advice that informs and empowers clients, helping them achieve their financial needs and goals.
    16
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • tba Wealth Management

    Sutton
    tba Wealth Management offer a free no obligation initial meeting.
    194
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Oak Financial Management Ltd

    Carshalton
    Relationships require strong communication, we always listen to our clients in order to help us understand their true needs.
    27
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Takunda Sando at Quilter Financial Advisers

    Wallington
    Chartered Wealth Manager who can assess your current circumstances and then use his extensive knowledge and understanding of all the available financial products and regulations to develop bespoke financial solutions to help you meet your objectives.
    71
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Takunda Sando at Quilter Financial Advisers

    Mitcham
    Chartered Wealth Manager who can assess your current circumstances and then use his extensive knowledge and understanding of all the available financial products and regulations to develop bespoke financial solutions to help you meet your objectives.
    71
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Purley
    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.
    15952
    £100k+
    9.8
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Group Ltd

    Wallington
    Fairstone incorporates one of the largest Chartered financial planning firms in the UK and is the number one rated wealth management house on Trustpilot.
    6641
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Sutton
    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.
    15952
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Culverhouse Financial Planning Ltd

    Croydon
    We are a proactive Professional Services firm of IFAs and Chartered Accountants, accredited with the prestigious Chartered Financial Planners status.
    124
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Group Ltd

    Sutton
    Fairstone incorporates one of the largest Chartered financial planning firms in the UK and is the number one rated wealth management house on Trustpilot.
    6641
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Mazars Financial Planning Limited

    Sutton
    We aim to be your "trusted adviser" - the adviser you turn to for tailored advice and innovative ideas.
    400
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Humboldt Financial

    Carshalton
    We specialise in building you a tailored financial plan, ensuring you're as tax efficient as possible.
    1132
    £50k+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Lionel-Kojoson

    Croydon
    You the client, know your situation best and we, at Lionel-Kojoson are experts and know our industry. Together we can create smart plans to achieve your goals.
    36
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Oak Financial Management Ltd

    Croydon
    Relationships require strong communication, we always listen to our clients in order to help us understand their true needs.
    27
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Humboldt Financial

    Croydon
    We specialise in helping city based professional's build financial plans and ensure that they're being as tax efficient as possible.
    1132
    £50k+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Monetary Solutions Limited

    Purley
    Holistic financial planners advising on Pensions, Investments, Mortgages, Long Term Care funding, Protection, Finance and Divorce and Equity Release
    58
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    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.