Top 20 Independent Financial Advisers in Epsom

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  • The Private Office

    Epsom
    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.
    11869
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Realm Investment Management Limited

    Epsom
    We help our clients achieve their financial goals and build a secure future for themselves and their families. In a recent independent survey 100% of our clients said they would recommend us to a friend or colleague looking for a similar service.
    11
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Mantle Financial Planning

    Epsom
    Please contact us for a free initial meeting to discuss a comprehensive financial planning audit.
    48
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Alexander House Financial Planning Ltd

    Epsom
    Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
    84
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Epsom
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    8946
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Carrick Global Wealth Ltd

    Epsom
    We offer Independent Financial Advice and offer every client a bespoke solution to their needs. All 1st consultations are free so there is nothing to lose and everything to gain.
    429
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Assure Wealth Management Ltd

    Chessington
    A fresh approach to looking at your financial planning needs . . .
    130
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Philip Dragoumis at Continuum (Financial Services)

    Epsom
    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.
    140
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Epsom
    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.
    11869
    £100k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Grayside Financial Services

    Epsom
    Independent Financial Advisers offering complete wealth management solutions in the comfort of your home or our High Street office. Epsom based for 45 years, advising long-standing local clients.
    61
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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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.
    40
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Four Seasons Financial Planning Ltd

    Epsom
    We are passionate about delivering to your needs and guarantee value for money.
    65
    £250k+
    9.0
    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
  • MLA Wealth Management Limited

    Banstead
    Mark Deasy has over 25 years of experience dealing with client's investment, pension and Inheritance Tax planning needs.
    176
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Dentons Wealth

    Banstead
    We pride ourselves in excelling in customer service and through building trust and long term successful relationships with our clients
    14
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    Sutton
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    5232
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Myers Davison Ginger Ltd

    Banstead
    Richard provides fully independent trusted holistic client focused financial planning, encompassing investments, pensions, estate planning, mortgages & protection
    28
    £500k+
    9.0
    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
  • 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.
    11869
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Worcester park
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    8946
    £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.