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.
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  • Flying Colours Advice

    Farnham
    FCA verified
    Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
    19854
    £250k+
    Can help with
    Pensions & retirement

  • The Private Office

    Capel
    FCA verified
    Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.
    37425
    £100k+
    Can help with
    Pensions & retirement

  • In Partnership

    Caterham on the hill
    FCA verified
    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.
    994
    £500k+
    Can help with
    Pensions & retirement
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  • In Partnership

    Shepperton
    FCA verified
    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.
    994
    £500k+
    Can help with
    Pensions & retirement

  • Humboldt Financial

    Staines upon thames
    FCA verified
    As a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.
    2427
    £50k+
    Can help with
    Pensions & retirement

  • M&G Wealth Advice

    Camberley
    FCA verified
    We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
    2088
    £100k+
    Can help with
    Pensions & retirement

  • Aaraltis Financial Planning

    Egham
    FCA verified
    I am proud to be a partner of M&G Wealth Advice. I am qualified in financial planning and advise on a range of carefully selected products from Prudential and other providers.
    < 10
    £100k+
    Can help with
    Pensions & retirement

  • Flying Colours Advice

    Shepperton
    FCA verified
    Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
    19854
    £250k+
    Can help with
    Pensions & retirement

  • Titan Wealth International

    East molesey
    FCA verified
    AHR Private Clients is a UK High & Ultra High Net Worth provider of Independent Financial Advice within the UK offering a clear and focused proposition for the benefit of our clients retaining their interests at the heart of everything we do.
    655
    £150k+
    Can help with
    Pensions & retirement

  • Saltus Partners LLP

    Thames ditton
    FCA verified
    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.
    924
    £250k+
    Can help with
    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.