Top 10 Independent (IFAs) & Restricted Financial Advisers in Surrey
- Now back taking face to face meetings. Also Zoom or Skype sessions during Covid-19. Please contact if you have any worries about retirement plans or your pensions and investments, or would just like a chatClients461
helpedMinimum£250k+
wealthPensions & retirementNot sure which adviser to pick?Answer a few questions to help us find you the perfect match. - I'm a Chartered Financial Planner with nearly 20 years’ experience. I help clients consolidate pensions, plan effectively for retirement, structure tax-efficient drawdown strategies, grow wealth and ensure they have a robust personalised financial plan.Clients13
helpedMinimum£50k+
wealthPensions & retirement - "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."Clients628
helpedMinimum£500k+
wealthPensions & retirement - 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.Clients913
helpedMinimum£250k+
wealthPensions & retirement - 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.Clients37325
helpedMinimum£100k+
wealthPensions & retirement - I provide financial guidance for individuals, families & business owners. You can be assured of a discreet, personal service. Your wealth management & life planning will be in the care of established, trustworthy professionals.Clients77
helpedMinimum£250k+
wealthPensions & retirement - 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.Clients261
helpedMinimum£100k+
wealthPensions & retirement - 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"Clients14220
helpedMinimum£0+
wealthPensions & 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.