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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
Surbiton, Royal Borough Of Kingston Upon Thames, London, Greater London
Evelyn Partners

Evelyn Partners

Surbiton
Initial consultation free
FCA verified
Restricted
"Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
Clients
helped
1017
Minimum
wealth
£500k+
Meet the team
H
L
M
D
C
+6
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Stockbroking services
Marc Harris - Harris Financial Planning

Marc Harris - Harris Financial Planning

Surbiton
Initial consultation free
FCA verified
Restricted
With over 12 years of industry experience, I specialise in providing personalised financial advice and planning services. My areas of expertise include investments, pensions, estate planning, and protection strategies.
Clients
helped
65
Minimum
wealth
£0+
Meet the team
Marc Harris
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Savings
Business
Lee Wyllie – True Potential Wealth Management

Lee Wyllie – True Potential Wealth Management

Kingston upon thames
Initial consultation free
FCA verified
Restricted
For more than 30 years, I’ve been helping individuals, families and businesses achieve their financial goals. I have a wealth of knowledge and experience, and specialise in providing tailored advice on retirement planning and wealth management.
Clients
helped
23
Minimum
wealth
£150k+
Meet the team
Lee Wyllie
Lee Barrow
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Titan Wealth International

Titan Wealth International

Kingston upon thames
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
828
Minimum
wealth
£150k+
Meet the team
L
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Advanta Wealth

Advanta Wealth

Kingston upon thames
Initial consultation free
FCA verified
Independent
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.
Clients
helped
1057
Minimum
wealth
£250k+
Meet the team
Matthew Young
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Virtus Financial Planning Limited

Virtus Financial Planning Limited

Surbiton
Initial consultation free
FCA verified
Restricted
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.
Clients
helped
131
Minimum
wealth
£150k+
Meet the team
Simon Farrar
Charles Chambers
George Shaw
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Stockbroking services
Retirement Solutions (UK) Ltd

Retirement Solutions (UK) Ltd

Kingston upon thames
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
6184
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
Hannah Dampney Wealth Planning

Hannah Dampney Wealth Planning

Kingston upon thames
Initial consultation free
FCA verified
Independent
I help individuals and families organise their finances, manage investments and plan for the future with confidence. Combining investment expertise with clear financial planning, I provide straightforward, independent advice focused on long-term security.
Clients
helped
< 10
Minimum
wealth
£250k+
Meet the team
Hannah Dampney
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Nathan Hillyer - Quilter Financial Advisers

Nathan Hillyer - Quilter Financial Advisers

Surbiton
Initial consultation free
FCA verified
Restricted
With over 10 years experience in the industry, I chose to work with Quilter, a FTSE250 company, with an excellent proposition and focus around good client outcomes. Approver Quilter Financial Services Limited. February 2026.
Clients
helped
30
Minimum
wealth
£50k+
Meet the team
Nathan Hillyer
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Savings
MPI Financial Advice

MPI Financial Advice

Surbiton
Initial consultation free
FCA verified
Independent
We provide a free update & advice service to help you understand your plans.
Clients
helped
8695
Minimum
wealth
£0+
Meet the team
M
Can help with
Pensions & retirement
Investments
Business
Frequently Asked Questions about Financial Advisers in Surbiton