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

Find the best FCA regulated financial advisers in Bagshot. Get expert help near you with pensions, investments, retirement planning and more
Bagshot, Surrey Heath, Surrey
Flying Colours Advice

Flying Colours Advice

Windlesham
Initial consultation free
FCA verified
Independent
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.
Clients
helped
20078
Minimum
wealth
£150k+
Meet the team
George Tuck
Carl Williams
Liviu Ratoi
David Lemar
Arthur Childs
+14
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care
Invictus Wealth Consultants Limited

Invictus Wealth Consultants Limited

Windlesham
Initial consultation free
FCA verified
Restricted
Invictus Wealth Consultants has been providing trusted financial advice for over 15 years. We have helped over a 1000 clients achieve financial clarity and confidence for themselves, their businesses and their family.
Clients
helped
48
Minimum
wealth
£150k+
Meet the team
L
Joshua Silk
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
Advanta Wealth

Advanta Wealth

Windlesham
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
1057
Minimum
wealth
£250k+
Meet the team
Matthew Young
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Bramley Financial Planning

Bramley Financial Planning

Windlesham
Initial consultation free
FCA verified
Independent
Please contact if you have any worries about retirement plans or your pensions and investments, or would just like a chat
Clients
helped
480
Minimum
wealth
£250k+
Meet the team
Rupert Miller
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care
Stockbroking services
Advanta Wealth

Advanta Wealth

Windlesham
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
1057
Minimum
wealth
£250k+
Meet the team
Matthew Young
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Titan Wealth International

Titan Wealth International

Windlesham
Initial consultation free
FCA verified
Independent
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
828
Minimum
wealth
£250k+
Meet the team
L
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Douglas Steers & Company

Douglas Steers & Company

Windlesham
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10480
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Simeon Page
+7
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Unique Financial

Unique Financial

Windlesham
Initial consultation free
FCA verified
Independent
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
180
Minimum
wealth
£100k+
Meet the team
Josh Webb
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Saltus Partners LLP

Saltus Partners LLP

Camberley
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
1046
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
Fidelius Ltd

Fidelius Ltd

Camberley
Initial consultation free
FCA verified
Independent
Our clients often come to us at some of the most important stages of their lives or their business journeys. They want to work with people who take the time to understand them and their needs and plan their future together. They get that from Fidelius.
Clients
helped
Recently added
Minimum
wealth
£100k+
Meet the team
Rachel Henley
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Frequently Asked Questions about Financial Advisers in Bagshot