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

Find the best FCA regulated financial advisers in Surbiton. Get expert help near you with pensions, investments, retirement planning and more
Surbiton, Royal Borough Of Kingston Upon Thames, London, Greater London
Saltus Partners LLP

Saltus Partners LLP

Surbiton
Initial consultation free
FCA verified
Independent
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.
Clients
helped
1046
Minimum
wealth
£250k+
Meet the team
Phil Bevan
Lawrence Brady
Megan Jenkins
Jack Munday
Michelle Midgen
+18
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Marc Harris - Harris Financial Planning

Marc Harris - Harris Financial Planning

Surbiton
Initial consultation free
FCA verified
Restricted
With over 12 years of industry experience, I specialise in providing personalised financial advice and planning services. My areas of expertise include investments, pensions, estate planning, and protection strategies.
Clients
helped
65
Minimum
wealth
£0+
Meet the team
Marc Harris
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Savings
Business
Aaraltis Financial Planning

Aaraltis Financial Planning

Surbiton
Initial consultation free
FCA verified
Restricted
I am proud to be a partner of M&G Wealth Advice. I am qualified in financial planning and advise on a range of carefully selected products from Prudential and other providers.
Clients
helped
< 10
Minimum
wealth
£100k+
Meet the team
Alastair Breen
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
The Private Office

The Private Office

Surbiton
Initial consultation free
FCA verified
Independent
Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.
Clients
helped
39624
Minimum
wealth
£150k+
Meet the team
Steffan Alemanno
Abigail Banks
Julian Frere
Roger Clarke
Matthew Cole
+37
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
Price Ferguson (Esher) Limited

Price Ferguson (Esher) Limited

Surbiton
Initial consultation free
FCA verified
Independent
We are FCA-regulated independent financial advisers with deep expertise and experience of financial planning, investments and tax efficiency.
Clients
helped
79
Minimum
wealth
£250k+
Meet the team
Mark Williams
Angus Nodder
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Nathan Hillyer - Quilter Financial Advisers

Nathan Hillyer - Quilter Financial Advisers

Surbiton
Initial consultation free
FCA verified
Restricted
With over 10 years experience in the industry, I chose to work with Quilter, a FTSE250 company, with an excellent proposition and focus around good client outcomes. Approver Quilter Financial Services Limited. February 2026.
Clients
helped
30
Minimum
wealth
£50k+
Meet the team
Nathan Hillyer
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Savings
Fairstone Group

Fairstone Group

Surbiton
Initial consultation free
FCA verified
Independent
Fairstone is one of the top 10 wealth management companies in the UK with more than 50 offices across the country. With a 5-star Trustpilot rating and over 500 advisers, we offer a full range of financial advice and wealth management services.
Clients
helped
15109
Minimum
wealth
£0+
Meet the team
Tim Ross
Fiona Ruck
Tom Kendall
Andrew McErlean
Michael Seddon
+1
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Lee Wyllie – True Potential Wealth Management

Lee Wyllie – True Potential Wealth Management

Kingston upon thames
Initial consultation free
FCA verified
Restricted
For more than 30 years, I’ve been helping individuals, families and businesses achieve their financial goals. I have a wealth of knowledge and experience, and specialise in providing tailored advice on retirement planning and wealth management.
Clients
helped
23
Minimum
wealth
£150k+
Meet the team
Lee Wyllie
Lee Barrow
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Piccadilly Wealth Management

Piccadilly Wealth Management

Kingston upon thames
Initial consultation free
FCA verified
Independent
Friendly, expert, regulated advice over the telephone, video call or face to face.
Clients
helped
265
Minimum
wealth
£250k+
Meet the team
Paul Bartlett
Martin Spreadbury
Can help with
Pensions & retirement
Financial planning
Business
Isio Wealth Planning Ltd

Isio Wealth Planning Ltd

Kingston upon thames
Initial consultation free
FCA verified
Independent
"We provide independent, whole-of-market wealth management support, designed to help you achieve your personal and financial goals. Our advice covers all aspects of your financial journey – from building wealth to protecting it and planning for the future
Clients
helped
57
Minimum
wealth
£250k+
Meet the team
S
D
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Frequently Asked Questions about Financial Advisers in Surbiton