Top 20 Independent Financial Advisers in Coulsdon

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  • 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
  • Monetary Solutions Limited

    Purley
    Holistic financial planners advising on Pensions, Investments, Mortgages, Long Term Care funding, Protection, Finance and Divorce and Equity Release
    56
    £0+
    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.
    29
    £100k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • David Sheehan @True Potential Wealth Management LLP

    Purley
    I am here for you to help you achieve your financial goals, ambitions and dreams.
    70
    £0+
    7.9
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Osprey Wealth Management

    South croydon
    We are a Wealth Management and Financial Planning company based in Surrey who are passionate about helping clients find out what is needed to achieve their future lifestyle goals and helping them to do this
    28
    £20k+
    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.
    27
    £100k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Peregrine & Black

    Purley
    Helping to manage money and provide ongoing advice to families and individuals to preserve and grow client’s wealth for current and future generations. Advising on pensions and retirement planning and inheritance tax planning.
    26
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Stephen Jevons at True Potential Wealth Llp

    South croydon
    As a Financial Adviser with True Potential Wealth Management, part of the successful True Potential Group, I am committed to delivering better value, choice and results for my clients.
    17
    £20k+
    9.1
    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.
    44
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Sterling & Law Group Plc

    Croydon
    I offer an efficient, first-class, professional service whilst retaining the personal touch. My client relationships are built on understanding their needs, goals and aspirations and what really matters to them. Any recommendation is tailored and bespoke.
    43
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Wingate Financial Planning

    Caterham valley
    We specialise in helping individuals and families with their retirement plans. We have been in Caterham since 2002, and, due to Coronavirus, can offer meetings in our newly-refurbished offices, online or telephone to suit.
    84
    £50k+
    9.7
    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.
    28
    £100k+
    9.0
    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
    27
    £500k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • MLP Wealth Management Ltd

    Banstead
    Free initial 1 hour consultation and telephone based advice. Just telephone for friendly initial advice.
    40
    £100k+
    9.7
    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.
    29
    £100k+
    9.3
    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.
    30
    £100k+
    9.8
    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.
    71
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Halcyon Wealth

    South croydon
    A client focused, innovative financial services consultancy with offices in the City of London, Canary Wharf and Royal Tunbridge Wells
    63
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    Sutton
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    59
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • One Financial Solutions Ltd

    Whyteleafe
    Whole of market advice to personal/corporate clients specialising in profit extraction, retirement, protection, investment planning and employee benefit packages.
    54
    £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.