Top 20 Independent Financial Advisers in Surbiton

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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.

    • Synthesis Wealth Management Synthesis Wealth Management

      Kingston upon thames

      Our purpose is to help clients make intelligent money choices. We're independent and all our initial discovery meetings and analysis are without charge.

      Our purpose is to help clients make intelligent money choices. We're independent and all our initial discovery meetings and analysis are without charge.
      < 10
      £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
      < 10
      £50k+
      7.0
      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

      Surbiton

      Award-winning, Chartered financial planning firm delivering unbiased, tailored advice to protect and grow your wealth.

      Award-winning, Chartered financial planning firm delivering unbiased, tailored advice to protect and grow your wealth.
      25
      £100k+
      9.4
      Meet the team
      D
      R
      A
      J
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      25
      £100k+
      9.4
      Meet the team
      D
      R
      A
      J
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Keith Whitehead - LJ Financial Planning Ltd Keith Whitehead - LJ Financial Planning Ltd

      Kingston upon thames

      Keith wants to combine his significant investment knowledge in a holistic approach to help his clients achieve their financial goals.

      Keith wants to combine his significant investment knowledge in a holistic approach to help his clients achieve their financial goals.
      36
      £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
      36
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Foster Denovo - Mark Beynon Foster Denovo - Mark Beynon

      Surbiton

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

      Adviser of the Year 2016 - providing clients with financial certainty using jargon free language & clear & unbiased advice.
      383
      £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 Restricted - whole of market
      383
      £20k+
      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

      Surbiton

      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.
      22
      £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
      22
      £20k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Holland Hahn & Wills LLP Holland Hahn & Wills LLP

      Kingston upon thames

      We are Chartered Financial Planners, specialising in retirement planning for successful business owners and senior professionals.

      We are Chartered Financial Planners, specialising in retirement planning for successful business owners and senior professionals.
      31
      £500k+
      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
      31
      £500k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Astute Financial Management UK Ltd Astute Financial Management UK Ltd

      Surbiton

      Reducing the complexities of financial planning through clear, professional and informed advice.

      Reducing the complexities of financial planning through clear, professional and informed advice.
      24
      £250k+
      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
      24
      £250k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Pyrford Financial Planning Pyrford Financial Planning

      Surbiton

      If you are planning for, at, or in early retirement, we help people just like you identify, achieve and maintain their desired lifestyles without fear of running out of money.

      If you are planning for, at, or in early retirement, we help people just like you identify, achieve and maintain their desired lifestyles without fear of running out of money.
      34
      £100k+
      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
      34
      £100k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Assure Wealth Management Ltd Assure Wealth Management Ltd

      Thames ditton

      A fresh approach to looking at your financial planning needs . . .

      A fresh approach to looking at your financial planning needs . . .
      128
      £50k+
      9.2
      Meet the team
      P
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      128
      £50k+
      9.2
      Meet the team
      P
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Tenet Financial Services Ltd Tenet Financial Services Ltd

      Thames ditton

      Based in Reading • Highly qualified - Chartered and Fellow of the Chartered Insurance Institute (CII) • Highly experienced - Working in Financial services & Wealth Management since 2006 • Independent - Advising on whole of market opportunities

      Based in Reading • Highly qualified - Chartered and Fellow of the Chartered Insurance Institute (CII) • Highly experienced - Working in Financial services & Wealth Management since 2006 • Independent - Advising on whole of market opportunities
      24
      £50k+
      9.2
      Meet the team
      M
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      24
      £50k+
      9.2
      Meet the team
      M
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement

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    • Knight James Associates Ltd Knight James Associates Ltd

      Thames ditton

      < 10
      £0+
      7.0
      Meet the team
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      P
      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
      £0+
      7.0
      Meet the team
      M
      P
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • The Private Office 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.

      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.
      41
      £100k+
      9.0
      Meet the team
      J
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      J
      +4
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      41
      £100k+
      9.0
      Meet the team
      J
      D
      D
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      J
      +4
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Park Financial Limited 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.

      We specialise in the pension and equity release areas and also offer the option of a performance based ongoing service.
      < 10
      £50k+
      7.0
      Meet the team
      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
      < 10
      £50k+
      7.0
      Meet the team
      D
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • The Private Office 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.

      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.
      44
      £100k+
      9.2
      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
      44
      £100k+
      9.2
      Meet the team
      +5
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Finsbridge Financial Planning 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 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.
      25
      £0+
      7.9
      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
      25
      £0+
      7.9
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • True Potential Wealth Management True Potential Wealth Management

      New malden

      A chartered Financial Planner & Pensions Specialist based in Haslemere, I work with clients in Surrey, Hants, London and further afield. I hold the relevant permissions to advice on final salary schemes and offer a friendly initial chat and capped fees.

      A chartered Financial Planner & Pensions Specialist based in Haslemere, I work with clients in Surrey, Hants, London and further afield. I hold the relevant permissions to advice on final salary schemes and offer a friendly initial chat and capped fees.
      < 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 Restricted - whole of market
      < 10
      £20k+
      9.0
      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

      New malden

      Providing experienced financial advice remotely - friendly, ethical, knowledgeable and professional. Alexander House can look after all your financial needs.

      Providing experienced financial advice remotely - friendly, ethical, knowledgeable and professional. Alexander House can look after all your financial needs.
      56
      £50k+
      9.4
      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
      56
      £50k+
      9.4
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Fairway IFA Ltd Fairway IFA Ltd

      East molesey

      < 10
      £50k+
      7.0
      Meet the team
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      N
      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
      < 10
      £50k+
      7.0
      Meet the team
      P
      N
      T
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Aegis Financial Planning Ltd - Qais Hamza Aegis Financial Planning Ltd - Qais Hamza

      Teddington

      We are a bespoke advisory practice and not a large, faceless corporation, meaning we can offer independent, unrestricted access to the whole of the market on the best terms possible for you.

      We are a bespoke advisory practice and not a large, faceless corporation, meaning we can offer independent, unrestricted access to the whole of the market on the best terms possible for you.
      New adviser
      £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
      New adviser
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Mulberry Chartered Mulberry Chartered

      Teddington

      A Family run firm built over 30 years of client trust. Backed by The AFH Financial Group - one of the largest advisory firms in The UK with in excess of £6 billion under management. We are offering telephone or Teams for all initial enquiries.

      A Family run firm built over 30 years of client trust. Backed by The AFH Financial Group - one of the largest advisory firms in The UK with in excess of £6 billion under management. We are offering telephone or Teams for all initial enquiries.
      38
      £100k+
      7.3
      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
      38
      £100k+
      7.3
      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.

    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.