Top 20 Independent Financial Advisers in Esher

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    How it
    works?
    1

    Tell us what you’re looking for
    and then choose from a list of
    suitable advisers.

    2

    Have a free first meeting with the adviser
    to make certain of your choice.

    3

    Discuss the adviser’s services and
    fees before deciding whether to hire them.

    • Partridge Muir & Warren Ltd Partridge Muir & Warren Ltd

      Esher

      We recognise that giving the best advice relies upon having a thorough understanding of individual client needs.

      We recognise that giving the best advice relies upon having a thorough understanding of individual client needs.
      < 10
      £100k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      < 10
      £100k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Roxborough Wealth Management Limited Roxborough Wealth Management Limited

      Esher

      We provide a holistic, robust, highly diversified collection of services aimed at maximizing your wealth and help protecting it.

      We provide a holistic, robust, highly diversified collection of services aimed at maximizing your wealth and help protecting it.
      New adviser
      £50k+
      7.0
      Meet the team
      P
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      New adviser
      £50k+
      7.0
      Meet the team
      P
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • KW Wealth Planning Limited KW Wealth Planning Limited

      Esher

      17
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Restricted - whole of market
      17
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Philip Dragoumis at Continuum (Financial Services) 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.

      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.
      111
      £100k+
      9.4
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      111
      £100k+
      9.4
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Piccadilly Wealth Management Piccadilly Wealth Management

      Esher

      Friendly, expert advice over the telephone, video call or face to face.

      Friendly, expert advice over the telephone, video call or face to face.
      20
      £100k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      20
      £100k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • The Private Office 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.

      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.
      21
      £100k+
      9.0
      Meet the team
      A
      E
      J
      P
      J
      +5
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      21
      £100k+
      9.0
      Meet the team
      A
      E
      J
      P
      J
      +5
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Armstrong Wealth Ltd. Armstrong Wealth Ltd.

      London

      Welcome to Armstrong Wealth. Great service and excellent value advice for Pensions, saving & Investments, Life & Health insurance. In person, by phone or online. Get in touch today and get your financial plans on track.

      Welcome to Armstrong Wealth. Great service and excellent value advice for Pensions, saving & Investments, Life & Health insurance. In person, by phone or online. Get in touch today and get your financial plans on track.
      < 10
      £500k+
      7.9
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      < 10
      £500k+
      7.9
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Humboldt Financial Humboldt Financial

      Claygate

      Integrity. Excellence. Ownership.

      Integrity. Excellence. Ownership.
      < 10
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      < 10
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Mulberry Chartered 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.

      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.
      38
      £100k+
      9.2
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      38
      £100k+
      9.2
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Knight James Associates Ltd Knight James Associates Ltd

      Thames ditton

      < 10
      £0+
      7.0
      Meet the team
      M
      P
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      < 10
      £0+
      7.0
      Meet the team
      M
      P
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement

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    • KW Wealth Planning Ltd KW Wealth Planning Ltd

      Walton on thames

      We look after a diverse range of clients including private individuals, trusts, charities and corporates. We also work with some of the UK’s largest universities and institutions. Our goal is to build enduring relationships to realise the best financial outcomes for our clients and their families.

      We look after a diverse range of clients including private individuals, trusts, charities and corporates. We also work with some of the UK’s largest universities and institutions. Our goal is to build enduring relationships to realise the best financial outcomes for our clients and their families.
      10
      £100k+
      10.0
      Meet the team
      J
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Restricted - whole of market
      10
      £100k+
      10.0
      Meet the team
      J
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Tenet Financial Services Ltd 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

      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
      25
      £50k+
      9.1
      Meet the team
      M
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      25
      £50k+
      9.1
      Meet the team
      M
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • True Potential Wealth Management - Peter Silver True Potential Wealth Management - Peter Silver

      Walton on thames

      Simple. Effective. Unique.

      Simple. Effective. Unique.
      10
      £50k+
      9.2
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Restricted - whole of market
      10
      £50k+
      9.2
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Peregrine & Black 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.

      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.
      16
      £100k+
      10.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      16
      £100k+
      10.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Fairway IFA Ltd Fairway IFA Ltd

      East molesey

      < 10
      £50k+
      7.0
      Meet the team
      P
      N
      T
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      < 10
      £50k+
      7.0
      Meet the team
      P
      N
      T
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Assure Wealth Management Ltd Assure Wealth Management Ltd

      Thames ditton

      A fresh approach to looking at your financial planning needs . . .

      A fresh approach to looking at your financial planning needs . . .
      128
      £50k+
      9.1
      Meet the team
      P
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      128
      £50k+
      9.1
      Meet the team
      P
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Pyrford Financial Planning 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.

      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.
      < 10
      £100k+
      9.5
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      < 10
      £100k+
      9.5
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Duncan Pilgrim Duncan Pilgrim

      Walton on thames

      With over 12 years’ experience in Financial Services providing the right advice in a relaxed and jargon free environment.

      With over 12 years’ experience in Financial Services providing the right advice in a relaxed and jargon free environment.
      109
      £100k+
      9.5
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      109
      £100k+
      9.5
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • The Private Office The Private Office

      Walton on thames

      Award-winning, Chartered financial planning firm delivering unbiased, tailored advice to protect and grow your wealth.

      Award-winning, Chartered financial planning firm delivering unbiased, tailored advice to protect and grow your wealth.
      52
      £100k+
      9.0
      Meet the team
      A
      D
      R
      D
      D
      +5
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      52
      £100k+
      9.0
      Meet the team
      A
      D
      R
      D
      D
      +5
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Bigmore Associates Ltd Bigmore Associates Ltd

      Walton on thames

      Jargon free, concise but detailed financial planning.

      Jargon free, concise but detailed financial planning.
      103
      £0+
      7.0
      Meet the team
      J
      A
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      103
      £0+
      7.0
      Meet the team
      J
      A
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      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.

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