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

Find the best FCA regulated financial advisers in Effingham. Get expert help near you with pensions, investments, retirement planning and more
Effingham, Guildford, Surrey
Price Ferguson Ltd

Price Ferguson Ltd

Leatherhead
FCA verified
We like to keep things personal when it comes to financial planning. Whether you’re navigating change, building a legacy, or seeking peace of mind, we’re here to help you take control with clear, independent advice.
Clients
helped
58
Minimum
wealth
£150k+
Can help with
Pensions & retirement
Tom Grunsell at Westminster Wealth

Tom Grunsell at Westminster Wealth

Leatherhead
FCA verified
My mission is to help clients gain clarity about their financial future and identify their aspirations and goals. I provide a clear, actionable plan to achieve and manage these goals efficiently.
Clients
helped
24
Minimum
wealth
£150k+
Can help with
Pensions & retirement
Asperand Wealth Limited

Asperand Wealth Limited

Leatherhead
FCA verified
We don't use special offers; we believe our fees are already competitive! Independent advice from an experienced Chartered Financial Planner.
Clients
helped
65
Minimum
wealth
£0+
Can help with
Pensions & retirement
MPI Financial Advice

MPI Financial Advice

Leatherhead
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
Price Ferguson Ltd

Price Ferguson Ltd

East horsley
FCA verified
We like to keep things personal when it comes to financial planning. Whether you’re navigating change, building a legacy, or seeking peace of mind, we’re here to help you take control with clear, independent advice.
Clients
helped
58
Minimum
wealth
£150k+
Can help with
Pensions & retirement
MLA Wealth Management Limited

MLA Wealth Management Limited

Leatherhead
FCA verified
Mark Deasy has over 30 years of experience dealing with client's investment, pension and Inheritance Tax planning needs.
Clients
helped
247
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Tom Grunsell at Westminster Wealth

Tom Grunsell at Westminster Wealth

East horsley
FCA verified
My mission is to help clients gain clarity about their financial future and identify their aspirations and goals. I provide a clear, actionable plan to achieve and manage these goals efficiently.
Clients
helped
24
Minimum
wealth
£150k+
Can help with
Pensions & retirement
Capel Alley Wealth Management

Capel Alley Wealth Management

Leatherhead
FCA verified
With more than 15 years’ experience in financial services, we have the expertise necessary to help clients navigate the complexities of taxation, investments, and the various financial planning issues that arise through one’s lifetime.
Clients
helped
13
Minimum
wealth
£150k+
Can help with
Pensions & retirement
James Tucker - Blacktower Financial Management

James Tucker - Blacktower Financial Management

Leatherhead
FCA verified
Tailored Wealth Management, Oension consolidations, Retirement Planning And Investment Solutions
Clients
helped
19
Minimum
wealth
£0+
Can help with
Expatriate finances
Blacktower Financial Management

Blacktower Financial Management

Leatherhead
FCA verified
Financial Planning, Pension and Investment Advice by Andrew Hains at the Blacktower Group of companies. Pension Switches/Transfers | Investments | UK Financial Planning | Advice for EU/EEA/UAE residents | Cross-Border Planning | US Connected Individuals
Clients
helped
122
Minimum
wealth
£100k+
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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