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Top 10 Independent (IFAs) & Restricted Financial Advisers in Surrey

Find the best FCA regulated financial advisers in Surrey. Get expert help near you with pensions, investments, retirement planning and more
Surrey
Qi Financial Solutions  Ltd

Qi Financial Solutions Ltd

Cobham
Initial consultation free
FCA verified
Independent
We offer high quality independent solutions to meet the needs of modern day life. Investment, Pensions & Wealth Management. We are committed to providing quality intelligent financial advice to support you through the different stages of your life.
Clients
helped
44
Minimum
wealth
£250k+
Meet the team
Paul Annys
Debbie Holloway
Tim Rea
Jackie Bloom
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Evelyn Partners

Evelyn Partners

Chertsey
Initial consultation free
FCA verified
Restricted
"Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
Clients
helped
904
Minimum
wealth
£500k+
Meet the team
H
L
M
D
C
+6
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Stockbroking services
Advanta Wealth

Advanta Wealth

Epsom
Initial consultation free
FCA verified
Independent
With Advanta it’s always personal. We offer professional financial planning, with a personal touch. It’s how we’ll help you plan for the future and grow your wealth in a way that’s just right for you. Your way.
Clients
helped
1035
Minimum
wealth
£250k+
Meet the team
Matthew Young
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
In Partnership

In Partnership

Worcester park
Initial consultation free
FCA verified
Independent
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.
Clients
helped
1031
Minimum
wealth
£500k+
Meet the team
Ryan van den Bergh
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Saltus Partners LLP

Saltus Partners LLP

Epsom
Initial consultation free
FCA verified
Independent
Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.
Clients
helped
1029
Minimum
wealth
£250k+
Meet the team
Phil Bevan
Lawrence Brady
Megan Jenkins
Jack Munday
Michelle Midgen
+18
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
MLA Wealth Management Limited

MLA Wealth Management Limited

Leatherhead
Initial consultation free
FCA verified
Independent
Mark Deasy has over 30 years of experience dealing with client's investment, pension and Inheritance Tax planning needs.
Clients
helped
248
Minimum
wealth
£50k+
Meet the team
Mark Deasy
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Olivetree Wealth

Olivetree Wealth

Guildford
Initial consultation free
FCA verified
Independent
We take a holistic approach to financial planning to help you achieve your life objectives.
Clients
helped
13
Minimum
wealth
£50k+
Meet the team
Hannah O'Keefe
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Advanta Wealth

Advanta Wealth

Haslemere
Initial consultation free
FCA verified
Independent
With Advanta it’s always personal. We offer professional financial planning, with a personal touch. It’s how we’ll help you plan for the future and grow your wealth in a way that’s just right for you. Your way.
Clients
helped
1035
Minimum
wealth
£250k+
Meet the team
Matthew Young
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Redmayne Bentley Investment Managers

Redmayne Bentley Investment Managers

Leatherhead
Initial consultation free
FCA verified
Independent
At Redmayne Bentley, we bring extensive experience in bespoke investment management and financial planning with over 25 office locations nationwide.
Clients
helped
152
Minimum
wealth
£100k+
Meet the team
Paul Keith-Jopp
James Andrews
Roy Kaitcer
Can help with
Financial planning
Investments
Savings
Long Term Care
Stockbroking services
Leagold Miller Ltd

Leagold Miller Ltd

Tadworth
Initial consultation free
FCA verified
Independent
As your local Independent Financial Adviser based in South London, I am committed to helping you achieve your financial goals and aim to deliver information, advice and solutions which are clear and easy to understand.
Clients
helped
36
Minimum
wealth
£100k+
Meet the team
Tom Wheatley
Can help with
Pensions & retirement
Frequently Asked Questions about Financial Advisers in Surrey