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

Find the best FCA regulated financial advisers in Addlestone. Get expert help near you with pensions, investments, retirement planning and more
Addlestone, Runnymede, Surrey
Finsbridge Financial Planning

Finsbridge Financial Planning

Addlestone
FCA verified
We are a Chartered Financial Planning firm, providing independent financial planning, wills, trusts, mortgage, insurance and tax advice to private clients, trusts and small businesses. We are based at the Exeter Business Hub, Exeter St. David's Station.
Clients
helped
647
Minimum
wealth
£150k+
Can help with
Pensions & retirement
The Private Office

The Private Office

Addlestone
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.
Clients
helped
38294
Minimum
wealth
£150k+
Can help with
Pensions & retirement
Keith Whitehead - True Potential LLP

Keith Whitehead - True Potential LLP

Chertsey
FCA verified
I have joined True Potential Wealth Management as an experienced Financial Planner, with a wealth of knowledge and expertise, particularly in the complex areas of investments and pensions, including Defined Benefit/Final Salary advice.
Clients
helped
623
Minimum
wealth
£150k+
Can help with
Pensions & retirement
Saltus Partners LLP

Saltus Partners LLP

Weybridge
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.
Clients
helped
981
Minimum
wealth
£250k+
Can help with
Pensions & retirement
Unique Financial

Unique Financial

Chertsey
FCA verified
Looking for financial advice that puts you first? At Unique Financial, we're not just about numbers—we're about people. Our experienced advisers take the time to understand what's important to you, crafting personalised financial strategies.
Clients
helped
150
Minimum
wealth
£100k+
Can help with
Pensions & retirement
Titan Wealth International

Titan Wealth International

Weybridge
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.
Clients
helped
737
Minimum
wealth
£250k+
Can help with
Pensions & retirement
Saltus Partners LLP

Saltus Partners LLP

Chertsey
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.
Clients
helped
981
Minimum
wealth
£250k+
Can help with
Pensions & retirement
Resolve Financial Solutions

Resolve Financial Solutions

Weybridge
FCA verified
Our aim is simple, yet incredibly effective: We want to help families become financially organised, understand the choices they have, and make good financial decisions that are aligned to their values.
Clients
helped
209
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Evelyn Partners

Evelyn Partners

Chertsey
FCA verified
"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
765
Minimum
wealth
£500k+
Can help with
Pensions & retirement
Virtus Financial Planning Limited

Virtus Financial Planning Limited

Addlestone
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.
Clients
helped
112
Minimum
wealth
£150k+
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.

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