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

"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

AHR Private Clients is a UK High & Ultra High Net Worth provider of Independent Financial Advice within the UK offering a clear and focused proposition for the benefit of our clients retaining their interests at the heart of everything we do.

We provide a free update & advice service to help you understand your plans.

With Advanta it’s always personal. We offer professional financial planning, with a personal touch. It’s how we’ll help you plan for the future and grow your wealth in a way that’s just right for you. Your way.

With Advanta it’s always personal. We offer professional financial planning, with a personal touch. It’s how we’ll help you plan for the future and grow your wealth in a way that’s just right for you. Your way.

I help individuals and families organise their finances, manage investments and plan for the future with confidence. Combining investment expertise with clear financial planning, I provide straightforward, independent advice focused on long-term security.

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.

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.

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.

We are FCA-regulated independent financial advisers with deep expertise and experience of financial planning, investments and tax efficiency.