Are you an adviser? Go to Unbiased Pro
Login

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

Find the best FCA regulated financial advisers in Surrey. Get expert help near you with pensions, investments, retirement planning and more
Surrey, Greater London
Oak Financial Management Ltd

Oak Financial Management Ltd

Surbiton
Initial consultation free
FCA verified
Independent
Relationships require strong communication, we always listen to our clients in order to help us understand their true needs.
Clients
helped
65
Minimum
wealth
£50k+
Meet the team
Barry May
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
Flying Colours Advice

Flying Colours Advice

Worplesdon
Initial consultation free
FCA verified
Independent
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.
Clients
helped
20030
Minimum
wealth
£250k+
Meet the team
Carl Williams
George Tuck
Billy Ambler
Liviu Ratoi
David Lemar
+14
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care
Douglas Steers & Company

Douglas Steers & Company

Coulsdon
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10259
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Simeon Page
+6
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Toro Wealth Planning

Toro Wealth Planning

London
Initial consultation free
FCA verified
Independent
Toro Wealth Planning offers boutique, client-focused financial advice. We combine big-firm expertise with personal service, cutting through complexity to deliver clear, steadfast financial plans—all at below-industry-average cost.
Clients
helped
18
Minimum
wealth
£150k+
Meet the team
Luke Turner
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Hearnden Associates Limited

Hearnden Associates Limited

Croydon
Initial consultation free
FCA verified
Independent
Hearnden Associates are CII Chartered Financial Planners, providing solutions to your investment, retirement and pension planning as well as mortgage advice.
Clients
helped
81
Minimum
wealth
£0+
Meet the team
Simon Blackman
Catherine Hearnden
Stuart Inman
Paul Hearnden
Harry Cox
+2
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
Jamie at Forth Capital

Jamie at Forth Capital

London
Initial consultation free
FCA verified
Independent
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.
Clients
helped
112
Minimum
wealth
£150k+
Meet the team
Jamie Tulip
Can help with
Pensions & retirement
Financial planning
Savings
Expatriate finances
Triton Private Wealth Limited

Triton Private Wealth Limited

Farnham
Initial consultation free
FCA verified
Independent
Independent, Whole of Market, Chartered Financial Adviser covering Surrey, Hampshire and Berkshire. 18 years’ experience in pensions, retirement planning, investments, inheritance, long term care and divorce or separation. Personal and unbiased advice!
Clients
helped
Recently added
Minimum
wealth
£100k+
Meet the team
Natasha Nair
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
Advanta Wealth

Advanta Wealth

Witley
Initial consultation free
FCA verified
Independent
With Advanta it’s always personal. We offer professional financial planning, with a personal touch. It’s how we’ll help you plan for the future and grow your wealth in a way that’s just right for you. Your way.
Clients
helped
1039
Minimum
wealth
£250k+
Meet the team
Matthew Young
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Titan Wealth International

Titan Wealth International

Woking
Initial consultation free
FCA verified
Independent
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.
Clients
helped
813
Minimum
wealth
£150k+
Meet the team
L
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Mather and Murray Financial

Mather and Murray Financial

Camberley
Initial consultation free
FCA verified
Independent
Independent pension and investment advice. Initial no obligation meeting at no cost. Whole of market mortgage and protection advisers.
Clients
helped
3039
Minimum
wealth
£50k+
Meet the team
Samuel Mather-holgate
Steve Murray
Joseph Ricks
Can help with
Pensions & retirement
Financial planning
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Business
Long Term Care
and 2 more matches
Frequently Asked Questions about Financial Advisers in Surrey