Top 20 Independent Financial Advisers in Purley

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    How it
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    1

    Tell us what you’re looking for
    and then choose from a list of
    suitable advisers.

    2

    Have a free first meeting with the adviser
    to make certain of your choice.

    3

    Discuss the adviser’s services and
    fees before deciding whether to hire them.

    • The Private Office 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.

      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.
      26
      £100k+
      9.0
      Meet the team
      +5
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      26
      £100k+
      9.0
      Meet the team
      +5
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Monetary Solutions Limited Monetary Solutions Limited

      Purley

      Holistic financial planners advising on Pensions, Investments, Mortgages, Long Term Care funding, Protection, Finance and Divorce and Equity Release

      Holistic financial planners advising on Pensions, Investments, Mortgages, Long Term Care funding, Protection, Finance and Divorce and Equity Release
      54
      £0+
      7.0
      Meet the team
      V
      K
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      54
      £0+
      7.0
      Meet the team
      V
      K
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Peregrine & Black 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.

      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.
      15
      £100k+
      10.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      15
      £100k+
      10.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • David Sheehan @True Potential Wealth Management LLP David Sheehan @True Potential Wealth Management LLP

      Purley

      I am here for you to help you achieve your financial goals, ambitions and dreams.

      I am here for you to help you achieve your financial goals, ambitions and dreams.
      68
      £0+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Restricted - whole of market
      68
      £0+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Oak Financial Management Ltd Oak Financial Management Ltd

      Croydon

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

      Relationships require strong communication, we always listen to our clients in order to help us understand their true needs.
      44
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      44
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Stephen Jevons at True Potential Wealth Llp 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.

      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.
      10
      £20k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      10
      £20k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Fairey Associates Limited Fairey Associates Limited

      South croydon

      With over 23 years of Industry experience, I offer Independent advice and an on going service as circumstances change.

      With over 23 years of Industry experience, I offer Independent advice and an on going service as circumstances change.
      70
      £50k+
      10.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      70
      £50k+
      10.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Halcyon Wealth Halcyon Wealth

      South croydon

      A client focused, innovative financial services consultancy with offices in the City of London, Canary Wharf and Royal Tunbridge Wells

      A client focused, innovative financial services consultancy with offices in the City of London, Canary Wharf and Royal Tunbridge Wells
      63
      £50k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      63
      £50k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • The Private Office 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.

      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.
      26
      £100k+
      9.2
      Meet the team
      A
      J
      J
      D
      E
      +5
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      26
      £100k+
      9.2
      Meet the team
      A
      J
      J
      D
      E
      +5
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Fintegrity Fintegrity

      Croydon

      If you want no-nonsense independent financial planning advice delivered in plain English contact me for a free consultation.

      If you want no-nonsense independent financial planning advice delivered in plain English contact me for a free consultation.
      111
      £50k+
      9.3
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      111
      £50k+
      9.3
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement

      All you need to
      know about
      finding advice

      How to understand your own advice needs and when it’s time to ask an adviser.
      The different ways you can use Unbiased to identify the ideal adviser for you.
    • Argentum Financial Planning Ltd 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.

      Our purpose is to give valued advice that informs and empowers clients, helping them achieve their financial needs and goals.
      16
      £0+
      7.0
      Meet the team
      C
      J
      D
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      16
      £0+
      7.0
      Meet the team
      C
      J
      D
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Bennison Brown Wealth Management Bennison Brown Wealth Management

      Croydon

      Bennison Brown Wealth Management is a business that truly cares about providing a fantastic service to our customers

      Bennison Brown Wealth Management is a business that truly cares about providing a fantastic service to our customers
      32
      £100k+
      10.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Restricted - whole of market
      32
      £100k+
      10.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Sterling & Law Group Plc Sterling & Law Group Plc

      Whyteleafe

      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.

      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.
      39
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      39
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Alexander House Financial Services Ltd Alexander House Financial Services Ltd

      Whyteleafe

      It's very important to meet an Adviser who will take the time to discuss your personal needs.

      It's very important to meet an Adviser who will take the time to discuss your personal needs.
      29
      £100k+
      10.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      29
      £100k+
      10.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Humboldt Financial Humboldt Financial

      Croydon

      Integrity. Excellence. Ownership.

      Integrity. Excellence. Ownership.
      12
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      12
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Qi Financial Solutions Ltd Qi Financial Solutions Ltd

      Croydon

      With many years experience of giving clear and high quality advice, we specialise in retirement planning and investment advice.

      With many years experience of giving clear and high quality advice, we specialise in retirement planning and investment advice.
      99
      £250k+
      9.5
      Meet the team
      P
      D
      T
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      99
      £250k+
      9.5
      Meet the team
      P
      D
      T
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Wingate Financial Planning Wingate Financial Planning

      Whyteleafe

      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.

      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.
      80
      £50k+
      9.8
      Meet the team
      +1
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      80
      £50k+
      9.8
      Meet the team
      +1
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Taylor James Financial Services Taylor James Financial Services

      Croydon

      Bespoke personalised financial advice, from experienced, professional and friendly advisers with appointments carried out at a time to suit you.

      Bespoke personalised financial advice, from experienced, professional and friendly advisers with appointments carried out at a time to suit you.
      151
      £20k+
      7.0
      Meet the team
      T
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Restricted - whole of market
      151
      £20k+
      7.0
      Meet the team
      T
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Simon Blackman, Independent Financial Adviser Simon Blackman, Independent Financial Adviser

      Croydon

      We specialise in Pensions and the new Pension Freedoms, Investments and Mortgages. Our first meeting is free.

      We specialise in Pensions and the new Pension Freedoms, Investments and Mortgages. Our first meeting is free.
      167
      £20k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      167
      £20k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Goddard Perry Consulting Limited Goddard Perry Consulting Limited

      Croydon

      We offer holistic independent financial advice on pensions, investments, capital preservation strategies, insurances and inheritance tax planning.

      We offer holistic independent financial advice on pensions, investments, capital preservation strategies, insurances and inheritance tax planning.
      13
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      13
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      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.

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