Top 20 Independent Financial Advisers in Surrey

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  • 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.
    46
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Keith Whitehead - LJ Financial Planning Ltd

    West molesey
    Keith wants to combine his significant investment knowledge in a holistic approach to help his clients achieve their financial goals.
    448
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Asperand Wealth Limited

    Leatherhead
    We don't use special offers; we believe our fees are already competitive! Independent advice from an experienced Chartered Financial Planner.
    33
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
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  • Fairway IFA Ltd

    East molesey
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Hearnden Associates Limited

    Lingfield
    Hearnden Associates are CII Chartered Financial Planners, providing solutions to your investment, retirement and pension planning as well as mortgage advice.
    14
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Elmwood Wealth Management

    Leatherhead
    Elmwood Wealth Management is a Chartered Financial Planning Firm, publicly committed to a customer-first approach and values that align with a professional Code of Ethics.
    105
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Flying Colours

    Camberley
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    11399
    £50k+
    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.
    78
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Black Lion Wealth Management

    Walton on thames
    We are committed to helping hard-working people like you get suitable options on your pensions and investments—the UK's Number One rated Financial Planners in 2019.
    463
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Roxborough Wealth Management Limited

    Cobham
    We provide a holistic, robust, highly diversified collection of services aimed at maximizing your wealth and help protecting it.
    83
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Jupp Castle Financial Services Ltd

    Farnham
    Specialists in pensions, investments, tax planning, mortgages and protection plans. We also have a linked accountancy practice
    109
    £0+
    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.
    468
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Mortgages
  • Wingate Financial Planning

    Caterham valley
    We specialise in helping individuals and families with their retirement plans. We have won numerous awards (which can be seen on our website) for retirement, investment, trust and tax planning as well as, more recently, ethical investing.
    110
    £50k+
    9.5
    Can help with Advice areas
    & specialisation
    Financial planning
  • The Private Office

    Walton on thames
    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.
    15986
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Pyrford Financial Planning

    Camberley
    Pyrford Financial Planning specialises in retirement planning. If you are planning for retirement, we help people just like you identify, achieve and maintain their desired lifestyles without fear of running out of money.
    242
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Group

    Woking
    Fairstone incorporates one of the largest Chartered financial planning firms in the UK and is the number one rated wealth management house on Trustpilot.
    6654
    £0+
    8.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Bridgewater Financial Services Limited

    Addlestone
    FREE INITIAL CONSULTATION We offer a highly professional service, independent of any product providers that is 100% focussed on client needs.
    71
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Bramley Financial Planning

    Godalming
    Now back taking face to face meetings. Also Zoom or Skype sessions during Covid-19. Please contact if you have any worries about retirement plans or your pensions and investments, or would just like a chat
    270
    £0+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Pyrford Financial Planning

    Epsom
    Pyrford Financial Planning specialises in retirement planning. If you are planning for retirement, we help people just like you identify, achieve and maintain their desired lifestyles without fear of running out of money.
    242
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • True Potential Wealth Management - Jason Lynch

    Walton on thames
    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.
    78
    £250k+
    9.0
    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.