Find an Independent or Restricted Financial Adviser
Roxborough Wealth Management & Mortgages
Dorking FCA verifiedWe care and always go the extra mile. Our clients feel they are part of the Roxborough family. Our service is totally bespoke.Clients151
helpedMinimum£150k+
wealthPensions & retirement- Managing your finances can be difficult and complex without professional support. Our role as a Wealth Management Partner, is to remove the stress and use our expertise and over 27 years of experience to enable you to meet your financial goals.Clients123
helpedMinimum£100k+
wealthPensions & retirementNot sure which adviser to pick?Answer a few questions to help us find you the perfect match. - Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.Clients37325
helpedMinimum£100k+
wealthPensions & retirement - Our team at Greentree would love to help you with your retirement or investment planning. With over 15 years experience, we specialise in providing simple, jargon free advice, helping our clients to identify and achieve their financial objectives.Clients20
helpedMinimum£0+
wealthPensions & retirement - 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 & 13,500 reviews, Fairstone strive to be “The most trusted wealth management firm in the UK"Clients14220
helpedMinimum£0+
wealthPensions & 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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