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

Find the best FCA regulated financial advisers in Surbiton. Get expert help near you with pensions, investments, retirement planning and more.
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  • Titan Wealth International

    Thames ditton
    FCA verified
    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.
    640
    £250k+
    Can help with
    Pensions & retirement

  • MPI Financial Advice

    Surbiton
    FCA verified
    We provide a free update & advice service to help you understand your plans.
    7648
    £0+
    Can help with
    Pensions & retirement

  • Eight Financial Advice

    Surbiton
    FCA verified
    Eight Financial Advice has been providing advice for over 20 years as a partner practice of St. James’s Place. We provide broad-based advice, mainly to directors, professionals and retirees, helping them with practical financial planning solutions.
    179
    £150k+
    Can help with
    Pensions & retirement
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  • Virtus Financial Planning Limited

    Surbiton
    FCA verified
    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.
    95
    £150k+
    Can help with
    Pensions & retirement

  • Advanta Wealth

    Surbiton
    FCA verified
    With Advanta it’s always personal. We offer professional financial planning, with a personal touch. It’s how we’ll help you plan for the future and grow your wealth in a way that’s just right for you. Your way.
    905
    £250k+
    Can help with
    Pensions & retirement

  • Aaraltis Financial Planning

    Surbiton
    FCA verified
    I am proud to be a partner of M&G Wealth Advice. I am qualified in financial planning and advise on a range of carefully selected products from Prudential and other providers.
    < 10
    £100k+
    Can help with
    Pensions & retirement

  • Michelle Germain Wealth

    Thames ditton
    FCA verified
    Michelle Germain Wealth has been providing financial advice for over 25 years. We focus on offering personalised financial advice tailored to your needs. Our specialties is Pension Drawdown, accessing 25% tax-free cash & Annuities.
    83
    £50k+
    Can help with
    Pensions & retirement

  • Fairstone Group

    Surbiton
    FCA verified
    Fairstone originated in the Northeast of England in 2008 and now has national coverage through a number of locally based offices. With a 5* Trustpilot rating & 14,000 reviews, Fairstone strive to be “The most trusted wealth management firm in the UK"
    14160
    £0+
    Can help with
    Pensions & retirement

  • Advanta Wealth

    Kingston upon thames
    FCA verified
    With Advanta it’s always personal. We offer professional financial planning, with a personal touch. It’s how we’ll help you plan for the future and grow your wealth in a way that’s just right for you. Your way.
    905
    £250k+
    Can help with
    Pensions & retirement

  • Foster Denovo - Mark Beynon

    Surbiton
    FCA verified
    Adviser of the Year 2016 - providing clients with financial certainty using jargon free language & clear & unbiased advice.
    604
    £0+
    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.