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

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  • Oak Financial Management Ltd

    Coulsdon
    FCA verified
    Relationships require strong communication, we always listen to our clients in order to help us understand their true needs.
    51
    £50k+
    Can help with
    Pensions & retirement
  • MPI Financial Advice

    Coulsdon
    FCA verified
    We provide a free update & advice service to help you understand your plans.
    2530
    £0+
    Can help with
    Pensions & retirement
  • The Private Office

    Wallington
    FCA verified
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    26566
    £100k+
    Can help with
    Pensions & retirement
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  • Alexander House Financial Planning Ltd.

    Carshalton
    FCA verified
    Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House Financial Planning can look after all your financial needs.
    1807
    £50k+
    Can help with
    Pensions & retirement
  • The Private Office

    Purley
    FCA verified
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    26560
    £100k+
    Can help with
    Pensions & retirement
  • The Private Office

    Coulsdon
    FCA verified
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    26560
    £100k+
    Can help with
    Pensions & retirement
  • Flying Colours

    Purley
    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.
    16750
    £100k+
    Can help with
    Pensions & retirement
  • Takunda Sando at Quilter Financial Advisers

    Wallington
    FCA verified
    Chartered Wealth Manager who can assess your current circumstances and then use his extensive knowledge and understanding of all the available financial products and regulations to develop bespoke financial solutions to help you meet your objectives.
    151
    £100k+
    Can help with
    Pensions & retirement
  • Monetary Solutions Limited

    Purley
    FCA verified
    Holistic financial planners advising on Pensions, Investments, Mortgages, Long Term Care funding, Protection, Finance and Divorce and Equity Release
    58
    £0+
    Can help with
    Pensions & retirement
  • Saltus Partners LLP

    Wallington
    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.
    343
    £250k+
    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.

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