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

I need advice on
Total assets
My postcode
First meeting is free

  • MLA Wealth Management Limited

    Banstead
    FCA verified
    Mark Deasy has over 30 years of experience dealing with client's investment, pension and Inheritance Tax planning needs.
    225
    £0+
    Can help with
    Pensions & retirement

  • Fairstone (Stoneleigh)

    Banstead
    FCA verified
    Please contact us for a free initial meeting to discuss a comprehensive financial planning audit.
    98
    £100k+
    Can help with
    Pensions & retirement

  • The Private Office

    Sutton
    FCA verified
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    27018
    £100k+
    Can help with
    Pensions & retirement
    Not sure which adviser to pick?
    Answer a few questions to help us find you the perfect match.
    Get matched

  • The Private Office

    Coulsdon
    FCA verified
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    27018
    £100k+
    Can help with
    Pensions & retirement

  • Humboldt Financial

    Sutton
    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.
    4905
    £50k+
    Can help with
    Pensions & retirement

  • Fairstone Group

    Sutton
    FCA verified
    Fairstone incorporates one of the largest Chartered financial planning firms in the UK and is the number one rated wealth management house on Trustpilot.
    10349
    £0+
    Can help with
    Pensions & retirement

  • Attivo

    Sutton
    FCA verified
    We have a team of highly qualified people, and have chosen to remain independent as we think clients should have access to unbiased advice and products from the whole of the market. Stephen Harper Chairman of Attivo
    130
    £100k+
    Can help with
    Financial planning

  • Crystal Clear Financial Services

    Sutton
    FCA verified
    Talk to us to see how we can help you make a financial plan for the future. We listen to what you want to achieve and give you recommendations that we think will help you get there.
    10
    £50k+
    Can help with
    Pensions & retirement

  • Retirement Solutions (UK) Ltd

    Sutton
    FCA verified
    We are one of the UK's leading Retirement Advice firms. Our expert Protection advisers can provide you with market leading quotes, without obligation. Whatever your need, wherever in the UK you are based, we are confident we will be able to help you.
    4157
    £0+
    Can help with
    Pensions & retirement

  • Oak Financial Management Ltd

    Coulsdon
    FCA verified
    Relationships require strong communication, we always listen to our clients in order to help us understand their true needs.
    51
    £50k+
    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.