Top 20 Independent Financial Advisers in Coulsdon

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  • Fairstone Group

    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.
    6654
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • LifeSearch

    Purley
    We're experts, we care, we're here so you can protect the life you love.
    469
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Mortgages
  • 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
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  • Acuity Professional Advisers

    Purley
    Smarter Financial Thinking. Where expertise meets innovation and technology to provide a first class advice service suited to an ever changing world.
    23
    £100k+
    10.0
    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
  • 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

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  • Oak Financial Management Ltd

    Coulsdon
    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
  • 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.
    15996
    £100k+
    9.6
    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
  • MLA Wealth Management Limited

    Coulsdon
    Mark Deasy has over 25 years of experience dealing with client's investment, pension and Inheritance Tax planning needs.
    179
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Coulsdon
    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.
    15986
    £100k+
    9.5
    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
  • Takunda Sando at Quilter Financial Advisers

    South croydon
    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

    Caterham on the hill
    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.
    15996
    £100k+
    9.8
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Myers Davison Ginger Ltd

    Banstead
    Richard provides fully independent trusted holistic client focused financial planning, encompassing investments, pensions, estate planning, mortgages & protection
    28
    £500k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Apropos Wealth

    South croydon
    Expert independent financial advice on pensions, investments, protection and retirement planning for local individuals and business owners.
    < 10
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    South croydon
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    11399
    £50k+
    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.
    15986
    £100k+
    9.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    South croydon
    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.
    15996
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairey Associates Limited

    South croydon
    With over 25 years of Industry experience, I offer Independent advice and an on going service as circumstances change.
    77
    £50k+
    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.