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

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

Tideway Wealth Management

Rusper

FCA verified

Tideway is an independent, privately owned boutique firm offering financial advice and wealth management. We focus on clear strategies and transparent solutions, helping you achieve your financial goals with confidence.

Clients
helped

Minimum
wealth

£500k+

Can help with

Pensions & retirement

Start enquiry View profile

Saltus Partners LLP

Horley

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

966

Minimum
wealth

£250k+

Can help with

Pensions & retirement

Start enquiry View profile

The Private Office

Crawley

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

Invictus Wealth Consultants Limited

Crawley

FCA verified

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

Minimum
wealth

£250k+

Can help with

Pensions & retirement

Start enquiry View profile

The Private Office

Horley

FCA verified

Clients
helped

38122

Minimum
wealth

£150k+

Can help with

Pensions & retirement

Start enquiry View profile

Fairstone Group

Crawley

FCA verified

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 & 14,250 reviews, Fairstone strive to be “The most trusted wealth management firm in the UK"

Clients
helped

14503

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

Lisa Baker Accolade Financial Planning

Crawley

FCA verified

We will take the time to get to know you, understand what is important to you and can assist across investments, pensions, at retirement, protection and inheritance tax needs to help you meet your goals.

Clients
helped

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

Hoxton Wealth UK

Crawley

FCA verified

Clients
helped

370

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

Bramley Financial Planning

Capel

FCA verified

Please contact if you have any worries about retirement plans or your pensions and investments, or would just like a chat

Clients
helped

468

Minimum
wealth

£250k+

Can help with

Pensions & retirement

Start enquiry View profile

MPI Financial Advice

Crawley

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

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.