Top 20 Independent Financial Advisers in Surrey

I'm looking for
I need advice on
Income/Asset value
Find adviser near postcode/city
I prefer to be advised
  • Pyrford Financial Planning

    Walton on thames
    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.
    48
    £100k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Anderson Sinclair & Co LLP

    Cranleigh
    A family-run firm providing professional, personalised and independent advice since 1970. Contact us to discuss your Investments and Pensions.
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Alliott Graham Brown Financial Planning Limited

    Guildford
    We recognise that every client’s circumstances are unique and our financial plans are tailored to meet the individual’s specific requirements.
    31
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Ascot Wealth Management Limited

    Weybridge
    Our unique approach to Financial Planning and Wealth Management means we put you as our client first.
    160
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • HFS Milbourne Financial Services Ltd

    Guildford
    You will find us efficient & dynamic in our approach. Investors in People Gold.
    107
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Porter & Co (IFA) Ltd

    Dorking
    Independent Financial Advisers
    62
    £20k+
    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.
    69
    £250k+
    9.0
    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.
    20
    £100k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • SewellBrydenGunn, Chartered Financial Planners, Securities Pensions and Investment Advisers

    Windlesham
    Friendly, Professional Wealth Management and Financial Planning expertise, for whatever life throws at you, clearly explained, with You in mind.
    12
    £0+
    7.0
    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.
    58
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

    All you need to
    know about
    finding advice

    How to understand your own advice needs and when it’s time to ask an adviser.
    The different ways you can use Unbiased to identify the ideal adviser for you.
  • Pyrford Financial Planning

    Woking
    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+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Creative

    Addlestone
    Award-winning financial advisory business with Chartered status - choose the best for your financial wellbeing.
    49
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Alexander House Financial Services Ltd

    Redhill
    Providing experienced financial advice remotely - friendly, ethical, knowledgeable and professional. Alexander House can look after all your financial needs.
    110
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • HQ Financial Planning

    Chertsey
    Independent Financial Planners, specialising in pensions, investments and retirement planning.
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Woking
    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.
    55
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Weybrook Financial Management Limited

    Guildford
    Chartered Financial Planner
    48
    £100k+
    9.7
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    Guildford
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    57
    £0+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Credenda

    Woking
    29
    £0+
    7.0
    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.
    58
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Reigate
    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.
    19
    £100k+
    9.7
    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.