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

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  • The Private Office

    Epsom
    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.
    27066
    £100k+
    Can help with
    Pensions & retirement

  • Fairstone Group

    Epsom
    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.
    10369
    £0+
    Can help with
    Pensions & retirement

  • Motus

    Epsom
    FCA verified
    Financial success is down to the compounding effect of many good, but small decisions over time. Financial planning is about aligning those decisions to your goals and objections.
    12
    £100k+
    Can help with
    Pensions & retirement
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  • Leagold Miller

    Chessington
    FCA verified
    “As trusted advisers to our clients for over 100 years, our ethos and level of client service continues today. At Leagold Miller our advisers look to provide you with Independent whole of market advice across all areas of your financial planning journey (Retirement Planning, Investment Planning and Protecting your family). We understand that the world of financial planning can be a difficult journey for many people, which is why our professional advisers will always go the extra mile to help educate you on your financial planning matters. We pride ourselves on holding your hand along your journey.”
    76
    £100k+
    Can help with
    Pensions & retirement

  • Black Lion Wealth Management

    Tadworth
    FCA verified
    We are committed to helping hard-working people like you get the best options on your pensions and investments— you are at the heart of what we do.
    1226
    £100k+
    Can help with
    Pensions & retirement

  • Flying Colours

    Epsom
    FCA verified
    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.
    16985
    £100k+
    Can help with
    Pensions & retirement

  • Humboldt Financial

    Leatherhead
    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.
    4923
    £50k+
    Can help with
    Pensions & retirement

  • Roxborough Wealth Management Limited

    Worcester park
    FCA verified
    We provide a holistic, robust, highly diversified collection of services aimed at maximizing your wealth and help protecting it.
    137
    £100k+
    Can help with
    Pensions & retirement

  • Humboldt Financial

    Epsom
    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.
    4923
    £50k+
    Can help with
    Pensions & retirement

  • Roxborough Wealth Management & Mortgages

    Chessington
    FCA verified
    We care and always go the extra mile. Our clients feel they are part of the Roxborough family. Our service is totally bespoke.
    101
    £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.

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.