Top 20 Independent Financial Advisers in Surbiton

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  • Aurum Capital London Ltd 🇬🇧

    Croydon
    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
  • Aspire Independent Financial Planners LLP

    Ruislip
    16
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    London
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    32
    £50k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Michael Donkor - Alexander House Financial Planning Ltd

    Ilford
    Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
    16
    £50k+
    7.9
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Tindle Wealth Management Ltd

    London
    An independent firm focused on high quality, individually tailored financial advice. We help with primarily with investments, pensions and inheritance tax planning.
    30
    £500k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Barnaby Cecil Financial Planning Limited

    London
    We provide an exceptional financial planning service to a small group of wealthy UK families. Using WealthMap, a planning tool we built in 2016, we provide superior client outcomes.
    12
    £500k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Humboldt Financial

    London
    Integrity. Excellence. Ownership.
    New adviser
    £50k+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Takunda Sando at Quilter Financial Advisers

    Bromley
    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.
    16
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Cragside Financial Solutions

    Epsom
    Financial advice should not be viewed as being a one-off transaction. The journey of life is often dynamic and financial planning should accommodate that. At Cragside, we tailor our advice to meet your individual requirements in a jargon free way.
    24
    £50k+
    9.8
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Black Swan Financial Planning

    London
    An independent financial advice firm advising people who are either building up their wealth, thinking of retiring soon or already retired. We give you the confidence and security to enjoy your wealth, both now and in retirement.
    14
    £100k+
    7.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Plutus Wealth Management LLP

    London
    Plutus is an award winning IFA firm providing independent advice, mortgage advice and wealth management for any individual.
    112
    £100k+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Cavendish Financial Advice Ltd

    London
    Time is taken to get to know clients, understand their financial situation, identify and prioritise their needs.
    42
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Eclipse Financial Planning

    London
    Eclipse Financial Planning exists to support you and your family in all areas of personal finance. We are committed to helping our clients make the best decisions for themselves and their loved ones.
    39
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Insurance & protection
  • IFS Wealth & Pensions Ltd

    London
    Chartered Financial Planners. We help clients achieve and maintain the lifestyle they want, without fear of running out of money.
    295
    £250k+
    9.7
    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
    44
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Armstrong Wealth Ltd.

    Chevening
    Welcome to Armstrong Wealth. Great service and excellent value advice for Pensions, saving & Investments, Life & Health insurance. In person, by phone or online. Get in touch today and get your financial plans on track.
    27
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Holden & Partners LLP

    London
    An independent, Chartered firm, delivering financial planning to families building their wealth, people approaching, or in retirement, and ethically-minded investors.
    22
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Tankard Wealth (UK and Europe)

    London
    44
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • SensInvest

    Pinner
    We make no compromise and use our expertise to help create, preserve and manage your wealth.
    51
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fixmypension.Com

    London
    Pensions specialists with 34 years’ experience, no enquiry too big or too small. All types of pension queries considered.
    268
    £0+
    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.