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

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  • Octopus Money

    London
    FCA verified
    We believe everyone deserves affordable, 1-to-1 help with their money. We bring together all the pieces of your financial life and make sure your savings, investments and pensions are all on track for the life you want to live.
    18
    £0+
    Can help with
    Pensions & retirement

  • Fairstone Group

    London
    FCA verified
    Fairstone incorporates one of the largest chartered financial planning firms in the UK and is the number one rated wealth management house on Trustpilot.
    10914
    £0+
    Can help with
    Pensions & retirement

  • Canaccord Genuity Wealth Management (CGWM)

    Wallington
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    78
    £250k+
    Can help with
    Pensions & retirement
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  • Roxborough Wealth Management Limited

    Banstead
    FCA verified
    We provide a holistic, robust, highly diversified collection of services aimed at maximizing your wealth and help protecting it.
    146
    £100k+
    Can help with
    Pensions & retirement

  • Hoxton Capital Management

    London
    FCA verified
    Founded in 2018, the Hoxton Capital Management Group endeavours to provide the highest possible service to clients across the globe.
    39
    £100k+
    Can help with
    Pensions & retirement

  • In Partnership

    Chertsey
    FCA verified
    We offer Independent Financial Advice and offer every client a bespoke solution to their needs. All 1st consultations are free so there is nothing to lose and everything to gain.
    892
    £250k+
    Can help with
    Pensions & retirement

  • Saltus Partners LLP

    Woking
    FCA verified
    Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.
    450
    £250k+
    Can help with
    Pensions & retirement

  • Ed Creasey at Sandringham Partners

    Tadworth
    FCA verified
    As a Sandringham Partner I will work with you to explore your options, then plan for how your tactical and strategic financial goals can be best met. I know every client is unique and my advice is completely tailored to your individual circumstances.
    10
    £100k+
    Can help with
    Pensions & retirement

  • Quilter Cheviot Financial Planning (London)

    London
    FCA verified
    We’re here to help secure your financial future by supporting you with trusted advice every step of the way. Our experienced planners are here to help with whatever you need, whenever you need it.
    187
    £500k+
    Can help with
    Pensions & retirement

  • Humboldt Financial

    London
    FCA verified
    As a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.
    5513
    £50k+
    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.