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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  • Fairstone Group

    Farnham
    FCA verified
    Fairstone originated in the Northeast of England in 2008 and now has national coverage through a number of locally based offices. With a 5* Trustpilot rating & 14,000 reviews, Fairstone strive to be “The most trusted wealth management firm in the UK"
    14236
    £0+
    Can help with
    Pensions & retirement

  • Pembroke Financial Services Ltd

    Brockham
    FCA verified
    A service that's right From your initial, no-obligation discussion with your Planner, we gather the information to establish where you would ‘fit best’ to ensure that you benefit from the service you receive in accordance with your personal circumstances.
    485
    £150k+
    Can help with
    Pensions & retirement

  • Roxborough Wealth Management & Mortgages

    Banstead
    FCA verified
    We care and always go the extra mile. Our clients feel they are part of the Roxborough family. Our service is totally bespoke.
    151
    £150k+
    Can help with
    Pensions & retirement
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  • Qi Financial Solutions Ltd

    Cobham
    FCA verified
    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.
    32
    £250k+
    Can help with
    Pensions & retirement

  • 7IM Private Clients

    Ripley
    FCA verified
    Finding a wealth manager can be difficult, and many focus on themselves and their heritage. Our approach is different: we focus on you.
    47
    £250k+
    Can help with
    Pensions & retirement

  • Virtus Financial Planning Limited

    Sunbury on thames
    FCA verified
    Virtus Financial Planning has been providing financial advice for over 4 years. We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most.
    97
    £150k+
    Can help with
    Pensions & retirement

  • Tetra Financial Planning

    Whyteleafe
    FCA verified
    At Tetra, we follow a four-pillar approach to financial planning designed to help local individuals and businesses build, grow, and protect their wealth.
    266
    £0+
    Can help with
    Pensions & retirement

  • M&G Wealth Advice

    Banstead
    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.
    2055
    £100k+
    Can help with
    Pensions & retirement

  • Flying Colours Advice

    Epsom
    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.
    19846
    £250k+
    Can help with
    Pensions & retirement

  • One Four Nine Group

    Epsom
    FCA verified
    Welcome to One Four Nine Group. We are a nationwide, independent financial advice and investment management group.
    78
    £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.