Top 20 Independent Financial Advisers in Claygate

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  • Humboldt Financial

    Claygate
    Integrity. Excellence. Ownership.
    New adviser
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Claygate
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    New adviser
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • True Potential Wealth Management - Peter Silver

    Esher
    Simple. Effective. Unique.
    12
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Claygate
    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.
    New adviser
    £100k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Mulberry Chartered

    Claygate
    A Family run firm built over 30 years of client trust. Backed by The AFH Financial Group - one of the largest advisory firms in The UK with in excess of £6 billion under management. We are offering telephone or Teams for all initial enquiries.
    New adviser
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • KW Wealth Planning Limited

    Esher
    17
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Philip Dragoumis at Continuum (Financial Services)

    Esher
    I help you visualize your financial future enabling you to make key decisions. Together we will build your financial plan, fund it and make sure you stick to it so that you can live the life that you want.
    New adviser
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Walpole Financial Management

    Esher
    Walpole Financial Management is a firm of Chartered Financial Planners, based in Surbiton, Surrey, providing Financial Planning services to clients throughout the UK. Our five highly qualified Financial Planners bring over 100 years of experience.
    New adviser
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Partridge Muir & Warren Ltd

    Esher
    We recognise that giving the best advice relies upon having a thorough understanding of individual client needs.
    < 10
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Roxborough Wealth Management Limited

    Esher
    We provide a holistic, robust, highly diversified collection of services aimed at maximizing your wealth and help protecting it.
    < 10
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Assure Wealth Management Ltd

    Chessington
    A fresh approach to looking at your financial planning needs . . .
    130
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Pyrford Financial Planning

    Leatherhead
    If you are planning for, at, or in early retirement, we help people just like you identify, achieve and maintain their desired lifestyles without fear of running out of money.
    New adviser
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Peregrine & Black

    Leatherhead
    Helping to manage money and provide ongoing advice to families and individuals to preserve and grow client’s wealth for current and future generations. Advising on pensions and retirement planning and inheritance tax planning.
    New adviser
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Knight James Associates Ltd

    Thames ditton
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Pharos Wealth

    Thames ditton
    Making the complex simple!
    New adviser
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Tenet Financial Services Ltd

    Thames ditton
    Based in Reading • Highly qualified - Chartered and Fellow of the Chartered Insurance Institute (CII) • Highly experienced - Working in Financial services & Wealth Management since 2006 • Independent - Advising on whole of market opportunities
    New adviser
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Assure Wealth Management Ltd

    Thames ditton
    A fresh approach to looking at your financial planning needs . . .
    New adviser
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Astute Financial Management UK Ltd

    Surbiton
    Reducing the complexities of financial planning through clear, professional and informed advice.
    24
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Surbiton
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    New adviser
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Surbiton
    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.
    New adviser
    £100k+
    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.