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

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.

Adviser of the Year 2016 - providing clients with financial certainty using jargon free language & clear & unbiased advice.

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.

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.

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.

Relationships require strong communication, we always listen to our clients in order to help us understand their true needs.

We take a holistic approach to financial planning to help you achieve your life objectives.

Friendly, expert, regulated advice over the telephone, video call or face to face.