Top 20 Independent Financial Advisers in Banstead

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    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.

    • Mohammad Uz-Zaman at Holborn Assets Ltd Mohammad Uz-Zaman at Holborn Assets Ltd

      London

      I help my clients make the right choices from all the options that they are presented with, so that they can lead the lifestyle in retirement that they want. My clients value the personalised nature of the service that I provide.

      I help my clients make the right choices from all the options that they are presented with, so that they can lead the lifestyle in retirement that they want. My clients value the personalised nature of the service that I provide.
      < 10
      £100k+
      9.6
      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+
      9.6
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Culverhouse Financial Planning Ltd Culverhouse Financial Planning Ltd

      Bexley

      We are a proactive Professional Services firm of IFAs and Chartered Accountants, accredited with the prestigious Chartered Financial Planners status.

      We are a proactive Professional Services firm of IFAs and Chartered Accountants, accredited with the prestigious Chartered Financial Planners status.
      < 10
      £0+
      9.0
      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
      £0+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Blacktower Financial Management Blacktower Financial Management

      Guildford

      Providing holistic financial planning advice since 1986. Pension Transfers | Investments | UK Financial Planning | Advice for EU/EEA residents | Cross-Border Planning | US Connected Individuals

      Providing holistic financial planning advice since 1986. Pension Transfers | Investments | UK Financial Planning | Advice for EU/EEA residents | Cross-Border Planning | US Connected Individuals
      47
      £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
      47
      £100k+
      10.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Seventy Financial Planning Seventy Financial Planning

      Harrogate

      Chris's specialist area is guiding people up to and into retirement with clear and impartial Pensions and Investment advice.

      Chris's specialist area is guiding people up to and into retirement with clear and impartial Pensions and Investment advice.
      63
      £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
      63
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Flying Colours & Partners Flying Colours & Partners

      Edinburgh

      56
      £50k+
      7.0
      Meet the team
      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
      56
      £50k+
      7.0
      Meet the team
      A
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Carrick Global Wealth Ltd Carrick Global Wealth Ltd

      Basingstoke

      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.

      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.
      20
      £50k+
      9.5
      Meet the team
      R
      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
      £50k+
      9.5
      Meet the team
      R
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Mulberry Chartered Mulberry Chartered

      Richmond

      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+
      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
      38
      £100k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Navigate Independent Financial Advisors Navigate Independent Financial Advisors

      Belfast

      Whether you are saving or planning for retirement, looking to make your money work harder, or purchasing a house, you will benefit from our unique approach to financial planning.

      Whether you are saving or planning for retirement, looking to make your money work harder, or purchasing a house, you will benefit from our unique approach to financial planning.
      < 10
      £0+
      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
      £0+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Intelligent Financial Advisory Ltd Intelligent Financial Advisory Ltd

      Tredington

      Creating, managing and protecting your wealth the intelligent way

      Creating, managing and protecting your wealth the intelligent way
      37
      £20k+
      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
      37
      £20k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Hiren C. Patel - Alexander House Financial Planning Ltd Hiren C. Patel - Alexander House Financial Planning Ltd

      Bristol

      Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.

      Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
      49
      £50k+
      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 Restricted - whole of market
      49
      £50k+
      9.5
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement

      All you need to
      know about
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    • Adsen Moore Financial Consulting Adsen Moore Financial Consulting

      Weybridge

      Adsen Moore advises clients on their UK pensions, international pension plans and investments. Our boutique collection of adaptable investment solutions means that your investments will be tailored to you.

      Adsen Moore advises clients on their UK pensions, international pension plans and investments. Our boutique collection of adaptable investment solutions means that your investments will be tailored to you.
      27
      £250k+
      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
      27
      £250k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Cranbourne Financial Cranbourne Financial

      Potters bar

      We are a professional and friendly practice who pride ourselves on providing bespoke independent financial advice to individuals and businesses.

      We are a professional and friendly practice who pride ourselves on providing bespoke independent financial advice to individuals and businesses.
      38
      £50k+
      10.0
      Meet the team
      S
      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
      £50k+
      10.0
      Meet the team
      S
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Beesure Limited Beesure Limited

      Allt yr yn

      Get in touch today with a free no obligation initial meeting to review your financial situation.

      Get in touch today with a free no obligation initial meeting to review your financial situation.
      < 10
      £100k+
      9.0
      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
      < 10
      £100k+
      9.0
      Meet the team
      M
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Paul Cryan - Alexander House Financial Planning Ltd Paul Cryan - Alexander House Financial Planning Ltd

      Ballynahinch

      Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.

      Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
      26
      £50k+
      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 Restricted - whole of market
      26
      £50k+
      9.5
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Takunda Sando at Quilter Financial Advisers Takunda Sando at Quilter Financial Advisers

      Bromley

      Chartered Wealth Manager who can assess your current circumstances and then use his extensive knowledge and understanding of all the available financial products and regulations to develop bespoke financial solutions to help you meet your objectives.

      Chartered Wealth Manager who can assess your current circumstances and then use his extensive knowledge and understanding of all the available financial products and regulations to develop bespoke financial solutions to help you meet your objectives.
      28
      £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 Restricted - whole of market
      28
      £100k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Inspire Wealth Inspire Wealth

      Plymouth

      Inspire Wealth Ltd is a firm of independent wealth consultants with a special focus on wealth consultancy and planning. Our main strategies involve investment risk, tax planning and lifestyle cash flow models.

      Inspire Wealth Ltd is a firm of independent wealth consultants with a special focus on wealth consultancy and planning. Our main strategies involve investment risk, tax planning and lifestyle cash flow models.
      83
      £0+
      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
      83
      £0+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Fairstone Financial Management Ltd Fairstone Financial Management Ltd

      Bristol

      One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.

      One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
      34
      £0+
      9.0
      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
      34
      £0+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Fox Life Financial Planning Ltd Fox Life Financial Planning Ltd

      Leeds

      At Fox we are real people, with real experiences over the years in helping people achieve their goals. We pride ourselves on being able to have a straight conversation in plain English and our clients tell us that's why they stay with us year after year.

      At Fox we are real people, with real experiences over the years in helping people achieve their goals. We pride ourselves on being able to have a straight conversation in plain English and our clients tell us that's why they stay with us year after year.
      New adviser
      £20k+
      7.0
      Meet the team
      S
      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
      £20k+
      7.0
      Meet the team
      S
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • The Private Office The Private Office

      Newcastle

      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.
      33
      £100k+
      9.6
      Meet the team
      T
      G
      N
      W
      A
      +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
      33
      £100k+
      9.6
      Meet the team
      T
      G
      N
      W
      A
      +5
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Brilliance Financial Planning Brilliance Financial Planning

      Aylesbury

      We are highly approachable and happy to discuss your needs and options informally. Call us today for a chat!

      We are highly approachable and happy to discuss your needs and options informally. Call us today for a chat!
      21
      £20k+
      7.0
      Meet the team
      S
      D
      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
      £20k+
      7.0
      Meet the team
      S
      D
      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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