Top 20 Independent Financial Advisers in Coulsdon

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  • Mulberry Chartered

    Richmond
    A Family run firm built over 30 years of client trust. Backed by The AFH Financial Group - one of the largest advisory firms in The UK with in excess of £6 Billion under management. We are offering telephone or Teams for all initial enquiries.
    238
    £100k+
    9.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Philip Dragoumis at Continuum (Financial Services)

    Esher
    I help answer expensive questions about your money and your future. Together we will build your financial plan, fund it and make sure you stick to it so that you can live the life that you want.
    100
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Monument Financial

    London
    52
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Lucie Gee - Westminster Wealth Management

    London
    Expertise. Fairly Priced.
    35
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Halcyon Wealth

    London
    A client focused, innovative financial services consultancy with offices in the City of London, Canary Wharf and Royal Tunbridge Wells
    12
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Aurum Capital London Ltd 🇬🇧

    London
    Aurum Capital London is a bespoke award-winning & platinum status Restricted Whole of Market firm, providing independent and mortgage advice. Covid-19 has challenged us all. We specialise in providing cover to most individuals during this pandemic.
    10
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Mortgages
  • Halcyon Wealth

    London
    A client focused, innovative financial services consultancy with offices in the City of London, Canary Wharf and Royal Tunbridge Wells
    12
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    London
    Award-winning, Chartered financial planning firm delivering unbiased, tailored advice to protect and grow your wealth.
    38
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Blacktower Financial Management

    Guildford
    Providing holistic financial planning advice since 1986. Pension Transfers | Investments | UK Financial Planning | Advice for EU/EEA residents | Cross-Border Planning | US Connected Individuals
    44
    £50k+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Foster Denovo Limited

    London
    If the current Coronavirus pandemic has you worried about your retirement or future financial plans, I'd like to help.
    54
    £100k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Positive Solutions (Financial Services Limited)

    Uxbridge
    An Independent Financial Adviser with over 30 years experience of providing financial advice to individuals and small businesses.
    188
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Harrow
    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.
    22
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Sterling Scotia Limited

    Dartford
    I have been giving sound, expert advice to my clients for the past 22 years. I am an award winning, highly experienced, Independent Financial Adviser with specialisms in pre and post retirement planning, savings and investments and tax efficiency.
    11
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Citrus Financial Management Ltd

    London
    Personal finance should never be a mystery. What isn’t understood can very often feel frightening. So we use clear, simple language to increase understanding, reduce the fear of finance and increase our clients confidence and feeling of control.
    27
    £50k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Arlo Group

    Harrogate
    Independent, client-focused financial advice. Friendly, professional and trusted.
    14
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Humboldt Financial

    London
    Integrity. Excellence. Ownership.
    27
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Archers Financial Services

    Enfield
    We understand that everyone’s different, and that’s why our financial planning approach is as individual as you.
    30
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Perspective (Thornton Springer) Ltd

    London
    We are professional Financial Planners who provide high quality advice, in a clear, straight forward and cost effective way
    141
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Gem & Co Financial Services LLP

    London
    We’re Chartered and Accredited Financial Planners helping business owners, executives, professionals and retirees to achieve their lifestyle goals.
    38
    £250k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • NLP Financial Management

    London
    An award winning firm of independent financial advisers. Please contact us to discuss any area of the financial planning process.
    35
    £250k+
    7.0
    Can help with Advice areas
    & specialisation
    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.