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

Find the best FCA regulated financial advisers in Chaldon. Get expert help near you with pensions, investments, retirement planning and more

Character Financial Services

Caterham on the hill

FCA verified

We are happy to cover the cost of an intial meeting to establish how we can help. This can be in person at a place of your choosing, in our office in Westerham, Kent, virtually (Zoom / Teams) or simply over the phone.

Clients
helped

166

Minimum
wealth

£100k+

Can help with

Pensions & retirement

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MPI Financial Advice

Caterham on the hill

FCA verified

We provide a free update & advice service to help you understand your plans.

Clients
helped

8051

Minimum
wealth

£0+

Can help with

Pensions & retirement

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In Partnership

Caterham on the hill

FCA verified

We offer Independent Financial Advice and offer every client a bespoke solution to their needs. All 1st consultations are free so there is nothing to lose and everything to gain.

Clients
helped

1005

Minimum
wealth

£500k+

Can help with

Pensions & retirement

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Qi Financial Solutions Ltd

Caterham on the hill

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.

Clients
helped

Minimum
wealth

£250k+

Can help with

Pensions & retirement

Start enquiry View profile

The Private Office

Caterham on the hill

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

38122

Minimum
wealth

£150k+

Can help with

Pensions & retirement

Start enquiry View profile

Wingate Financial Planning

Caterham valley

FCA verified

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.

Clients
helped

265

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

Douglas Steers & Company

Coulsdon

FCA verified

Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.

Clients
helped

9695

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

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.

Clients
helped

318

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

Hearnden Associates Limited

Warlingham

FCA verified

Hearnden Associates are CII Chartered Financial Planners, providing solutions to your investment, retirement and pension planning as well as mortgage advice.

Clients
helped

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

Thurlowe-Clarke Limited

Redhill

FCA verified

We are approachable. We listen, ask questions and then focus on helping clients to achieve their objectives.

Clients
helped

Minimum
wealth

£250k+

Can help with

Pensions & retirement

Start enquiry View profile

Show only advisers available for contact

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.