Top 20 Independent Financial Advisers in Surbiton

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  • Walpole Financial Management

    Surbiton
    Walpole Financial Management is a firm of Chartered Financial Planners, based in Surbiton, Surrey, providing Financial Planning services to clients throughout the UK. Our five highly qualified Financial Planners bring over 100 years of experience.
    < 10
    £250k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Astute Financial Management UK Ltd

    Surbiton
    Reducing the complexities of financial planning through clear, professional and informed advice.
    24
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Oak Financial Management Ltd

    Surbiton
    Relationships require strong communication, we always listen to our clients in order to help us understand their true needs.
    22
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
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  • Flying Colours

    Surbiton
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    9861
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Surbiton
    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.
    13368
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Foster Denovo - Mark Beynon

    Surbiton
    Adviser of the Year 2016 - providing clients with financial certainty using jargon free language & clear & unbiased advice.
    407
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Holland Hahn & Wills LLP

    Kingston upon thames
    We are Chartered Financial Planners, specialising in retirement planning for successful business owners and senior professionals.
    31
    £500k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Surbiton
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    9861
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Assure Wealth Management Ltd

    Thames ditton
    A fresh approach to looking at your financial planning needs . . .
    130
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Truly Independent Ltd

    Thames ditton
    Truly Independent Financial Advice for everyone. Contact Carl Weller on <phone number hidden> for a no-obligation consultation.
    63
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Knight James Associates Ltd

    Thames ditton
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Thames ditton
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    9861
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    New malden
    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.
    13368
    £100k+
    9.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Park Financial Limited

    Kingston upon thames
    We specialise in the pension and equity release areas and also offer the option of a performance based ongoing service.
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Lionel-Kojoson

    Kingston upon thames
    You the client, know your situation best and we, at Lionel-Kojoson are experts and know our industry. Together we can create smart plans to achieve your goals.
    28
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Humboldt Financial

    Chessington
    We do more financial planning in 2 hours, than most do in 7 years
    699
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    New malden
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    9861
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Kingston upon thames
    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.
    13368
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • AHR Private Clients

    Teddington
    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.
    23
    £500k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Finsbridge Financial Planning

    New malden
    We are a Chartered Financial Planning firm, providing consultancy to our clients to understand the options available to them and how the decisions they make now could impact their financial future. We have offices in Kent, Surrey, Essex, Berks, Hants
    188
    £50k+
    8.1
    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.