Top 20 Independent Financial Advisers in Caterham On The Hill

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  • 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.
    90
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Financial planning
  • The Private Office

    Caterham on the hill
    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.
    12591
    £100k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • One Financial Solutions Ltd

    Whyteleafe
    Whole of market advice to personal/corporate clients specialising in profit extraction, retirement, protection, investment planning and employee benefit packages.
    54
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Purley
    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.
    12591
    £100k+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Takunda Sando at Quilter Financial Advisers

    Bletchingley
    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.
    50
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • LifeSearch

    Purley
    We're experts, we care, we're here so you can protect the life you love.
    195
    £0+
    10.0
    Can help with Advice areas
    & specialisation
    Mortgages
  • The Private Office

    South croydon
    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.
    12591
    £100k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Coulsdon
    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.
    12591
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Monetary Solutions Limited

    Purley
    Holistic financial planners advising on Pensions, Investments, Mortgages, Long Term Care funding, Protection, Finance and Divorce and Equity Release
    58
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairey Associates Limited

    South croydon
    With over 25 years of Industry experience, I offer Independent advice and an on going service as circumstances change.
    71
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Halcyon Wealth

    South croydon
    A client focused, innovative financial services consultancy with offices in the City of London, Canary Wharf and Royal Tunbridge Wells
    1087
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Peregrine & Black

    Purley
    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.
    38
    £250k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Thurlowe-Clarke Limited

    Redhill
    We are approachable. We listen, ask questions and then focus on helping clients to achieve their objectives.
    70
    £250k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Scott Hanley at True Potential Wealth Management LLP

    Redhill
    Your financial interests, goals and aspirations are of paramount importance and are at the heart of any advice I give. I have a wealth of experience and can assist you with Pensions, including Defined Benefit transfers and Investment Wealth Management.
    164
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Oak Financial Management Ltd

    Croydon
    Relationships require strong communication, we always listen to our clients in order to help us understand their true needs.
    44
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Stephen Jevons at True Potential Wealth Llp

    South croydon
    As a Financial Adviser with True Potential Wealth Management, part of the successful True Potential Group, I am committed to delivering better value, choice and results for my clients.
    27
    £0+
    7.6
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Cranbourne Financial Ltd

    Redhill
    To thoroughly understand our clients requirements and tailor our advice to meet and exceed their goals.
    69
    £50k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Argentum Financial Planning Ltd

    Wallington
    Our purpose is to give valued advice that informs and empowers clients, helping them achieve their financial needs and goals.
    16
    £0+
    7.0
    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.
    50
    £100k+
    7.0
    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

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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