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

I need advice on
Total assets
My postcode
First meeting is free

  • Thomas James Williams - Forth Capital

    London
    FCA verified
    Head quartered in the UK (and with offices in Switzerland, Australia, the USA, Hong Kong and Ireland), we've been helping clients achieve their financial goals for nearly 20 years, since the inception of the company in 2004.
    79
    £150k+
    Can help with
    Pensions & retirement

  • Flying Colours Advice

    London
    FCA verified
    Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
    19081
    £150k+
    Can help with
    Pensions & retirement

  • Marc Lezar - PRG Financial Planners Ltd

    Croydon
    FCA verified
    I will leave no stone unturned to ensure you have complete peace of mind with all your financial matters!
    311
    £0+
    Can help with
    Pensions & retirement
    Not sure which adviser to pick?
    Answer a few questions to help us find you the perfect match.
    Get matched

  • Flying Colours Advice

    New malden
    FCA verified
    Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
    19081
    £150k+
    Can help with
    Pensions & retirement

  • Hymans Robertson Personal Wealth

    London
    FCA verified
    Get expert support at every life stage, from the start of your career to retirement. Our services, driven by technology and expert advice, focus on long-term investing, backed by 100 years of experience from our parent company.
    137
    £100k+
    Can help with
    Pensions & retirement

  • Canaccord Genuity Wealth Management (CGWM)

    London
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    671
    £500k+
    Can help with
    Pensions & retirement

  • Cooper Parry Wealth

    Banstead
    FCA verified
    We are multi award winning and one of the fastest growing financial planning firms in the UK. We build a genuine understanding of you and what you want to get from life.
    24
    £500k+
    Can help with
    Pensions & retirement

  • Jamie at Forth Capital

    London
    FCA verified
    Established in 2004 and rated ‘Excellent’ by our clients on Trustpilot, Forth Capital has been providing expert financial planning and wealth management advice, and access to award-winning investment portfolios and pension solutions, for two decades.
    81
    £150k+
    Can help with
    Pensions & retirement

  • Synthesis Wealth Management

    London
    FCA verified
    Our purpose is to help individuals and businesses make smarter, more informed financial decisions for a brighter future. Synthesis is a Chartered independent financial planning firm that uses technology to enhance value and outcomes for our clients.
    223
    £100k+
    Can help with
    Pensions & retirement

  • Canaccord Genuity Wealth Management (CGWM)

    London
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    671
    £500k+
    Can help with
    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.