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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
Virtus Financial Planning Limited

Virtus Financial Planning Limited

Morden
Initial consultation free
FCA verified
Restricted
Virtus Financial Planning has been providing financial advice for over 4 years. We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most.
Clients
helped
131
Minimum
wealth
£150k+
Meet the team
Simon Farrar
Charles Chambers
George Shaw
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Stockbroking services
Saltus Partners LLP

Saltus Partners LLP

Chertsey
Initial consultation free
FCA verified
Independent
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.
Clients
helped
1046
Minimum
wealth
£250k+
Meet the team
Phil Bevan
Lawrence Brady
Megan Jenkins
Jack Munday
Michelle Midgen
+18
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Tetra Financial Planning

Tetra Financial Planning

Limpsfield
Initial consultation free
FCA verified
Restricted
At Tetra, we follow a four-pillar approach to financial planning designed to help local individuals and businesses build, grow, and protect their wealth.
Clients
helped
435
Minimum
wealth
£0+
Meet the team
Michael O'Connell
David Bagley
David Chambers
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
Oak Financial Management Ltd

Oak Financial Management Ltd

Carshalton
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
66
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
NPM Wealth Management Ltd

NPM Wealth Management Ltd

Woking
Initial consultation free
FCA verified
Independent
Independent advice that is clear and takes your needs into account with a professional yet personal approach.
Clients
helped
83
Minimum
wealth
£150k+
Meet the team
Nicholas McNally
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Evelyn Partners

Evelyn Partners

Camberley
Initial consultation free
FCA verified
Restricted
"Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
Clients
helped
999
Minimum
wealth
£500k+
Meet the team
H
L
M
D
C
+6
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Stockbroking services
Anderson Sinclair & Co LLP

Anderson Sinclair & Co LLP

Leatherhead
Initial consultation free
FCA verified
Independent
A family-run firm providing professional, personalised and independent advice since 1970. Contact us to discuss your Investment and Pensions.
Clients
helped
< 10
Minimum
wealth
£50k+
Meet the team
R
G
Can help with
Pensions & retirement
Investments
Savings
Business
Mortgages
M&G Advice

M&G Advice

London
Initial consultation free
FCA verified
Restricted
We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
Clients
helped
2241
Minimum
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings
Price Ferguson Ltd

Price Ferguson Ltd

Cobham
Initial consultation free
FCA verified
Independent
We like to keep things personal when it comes to financial planning. Whether you’re navigating change, building a legacy, or seeking peace of mind, we’re here to help you take control with clear, independent advice.
Clients
helped
89
Minimum
wealth
£250k+
Meet the team
Michael Price
Esmer Aljkanovic
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Douglas Steers & Company

Douglas Steers & Company

Ash
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10466
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Simeon Page
+7
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Frequently Asked Questions about Financial Advisers in Surrey