Top 20 Independent Financial Advisers in Surrey

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  • Roxborough Wealth Management Limited

    Woking
    We provide a holistic, robust, highly diversified collection of services aimed at maximizing your wealth and help protecting it.
    72
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Anderson Sinclair & Co LLP

    Leatherhead
    A family-run firm providing professional, personalised and independent advice since 1970. Contact us to discuss your Investment and Pensions.
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Leatherhead
    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.
    11952
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Chris Poynton

    Haslemere
    Chris is a fully independent and highly experienced Chartered Financial Planner who prides himself on his ability to help his customers achieve their financial goals. Chris looks after a broad range of customers throughout the South of England.
    58
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Pension Planner

    Woking
    We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in Guildford, helping people at every stage of retirement to maximise their pension and achieve their ideal lifestyle.
    3624
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fish Financial Ltd

    Farnham
    We help you achieve your goals in life through expert financial planning as well as providing sharp focused investment management
    51
    £250k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Cranleigh
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    8988
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • LifeSearch

    Woking
    We're experts, we care, we're here so you can protect the life you love.
    156
    £0+
    10.0
    Can help with Advice areas
    & specialisation
    Mortgages
  • Prime Time Financial

    Farnham
    Local independent financial adviser specializing in pensions, investments and estate planning.
    42
    £250k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • AHR Private Clients

    Virginia water
    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.
    15
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Atticus Financial Planning Ltd

    Farnham
    We believe in the importance of money, not as an end in itself, but as a facilitator of dreams. We charge fixed fees for truly independent advice on retirement, pensions, investments, savings, IHT mitigation, estate planning and protection.
    New adviser
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Humboldt Financial

    Cobham
    We do more financial planning in 2 hours, than most do in 7 years
    509
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Ascot Lloyd

    Sunbury on thames
    One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
    445
    £500k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • bdhSterling Ltd

    Epsom
    Financial Planners committed to helping people make good decisions and achieve their financial and lifestyle goals. bdhSterling provides value to their clients by enabling them to live the future life they want through holistic lifelong professional financial planning to support their goals, lifestyle and legacy. An established Epsom based financial advisory business with over a decade’s experience the firm is staffed by dedicated and helpful financial planners and a support team of over 30 professionals.
    308
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Guildford
    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.
    11952
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • MLP Wealth Management Ltd

    Banstead
    Free initial 1 hour consultation and telephone based advice. Just telephone for friendly initial advice.
    46
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • True Potential Wealth Management - Jason Lynch

    Haslemere
    I am a Chartered Financial Planner, Pensions expert and Partner with True Potential Wealth Management, specialising in the complex area of Defined Benefit/Final Salary pension advice, investments and inheritance tax palnning.
    New adviser
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fixmypension.Com

    Staines upon thames
    Pensions specialists with 40 years’ experience, no enquiry too big or too small. All types of pension queries considered.
    2301
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Leatherhead
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    8988
    £50k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Godalming
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    8988
    £50k+
    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.