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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
AAB Wealth Chartered Financial Planners

AAB Wealth Chartered Financial Planners

Guildford
Initial consultation free
FCA verified
Independent
Giving you confidence in your financial future
Clients
helped
698
Minimum
wealth
£250k+
Meet the team
David O'Doherty
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
ab

Alexander Bates Campbell Ltd

Woking
Initial consultation free
FCA verified
Independent
Experience, expertise and professionalism are at the heart of services provided by the whole team at Alexander Bates Campbell, addressing individual client needs both in the UK and abroad.
Clients
helped
86
Minimum
wealth
£150k+
Meet the team
Nigel King
L
M
I
R
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Expatriate finances
Business
Long Term Care
Resolve Financial Solutions

Resolve Financial Solutions

Redhill
Initial consultation free
FCA verified
Restricted
Our aim is simple, yet incredibly effective: We want to help families become financially organised, understand the choices they have, and make good financial decisions that are aligned to their values.
Clients
helped
214
Minimum
wealth
£50k+
Meet the team
Stuart Belcher
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Mortgages
In Partnership

In Partnership

Caterham on the hill
Initial consultation free
FCA verified
Independent
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.
Clients
helped
1054
Minimum
wealth
£500k+
Meet the team
Ryan van den Bergh
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Fortis Wealth Management Ltd

Fortis Wealth Management Ltd

Chertsey
Initial consultation free
FCA verified
Restricted
We are proud to be a partner of M&G Advice. We’re qualified in financial planning and advise on a range of carefully selected products from Prudential and other providers.
Clients
helped
27
Minimum
wealth
£0+
Meet the team
Nicolas Pennells
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Elderbee Wealth

Elderbee Wealth

London
Initial consultation free
FCA verified
Restricted
OneWealth Ltd have been providing financial advice for over 5 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
30
Minimum
wealth
£0+
Meet the team
Eloise Cornes
Can help with
Pensions & retirement
Financial planning
Insurance & protection
Tax & trust planning
Savings
Octopus Money

Octopus Money

London
Initial consultation free
FCA verified
Restricted
You’ve worked hard for your money – now make sure it’s working hard for you. Octopus Money is here to change the financial advice industry for the better. We're a certified B-corp, built on 25 years of experience and named Advice Firm of the Year 2025.
Clients
helped
108
Minimum
wealth
£250k+
Meet the team
Owen Lewis
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Saltus Partners LLP

Saltus Partners LLP

Sutton
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
1072
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
Retirement Solutions (UK) Ltd

Retirement Solutions (UK) Ltd

London
Initial consultation free
FCA verified
Independent
We are one of the UK's leading Retirement Advice firms. Our expert Protection advisers can provide you with market leading quotes, without obligation. Whatever your need, wherever in the UK you are based, we are confident we will be able to help you.
Clients
helped
6228
Minimum
wealth
£0+
Meet the team
Aidan Liley
Christopher Jump
Richard Houghton
Mussa Hussain
David Gill
+2
Can help with
Pensions & retirement
Insurance & protection
Savings
Mortgages
Titan Wealth Planning Ltd

Titan Wealth Planning Ltd

East molesey
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
853
Minimum
wealth
£150k+
Meet the team
L
G
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Frequently Asked Questions about Financial Advisers in Surrey