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

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

    Tadworth
    FCA verified
    A personal approach. We offer a high quality, personalised investment and wealth management services that aim to meet the individual demands of today’s private investors.
    48
    £500k+
    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.
    2427
    £50k+
    Can help with
    Pensions & retirement

  • Pembroke Financial Services Ltd

    Epsom
    FCA verified
    A service that's right From your initial, no-obligation discussion with your Planner, we gather the information to establish where you would ‘fit best’ to ensure that you benefit from the service you receive in accordance with your personal circumstances.
    485
    £150k+
    Can help with
    Pensions & retirement
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  • Jamie Pearson at Westminster Wealth

    Ashtead
    FCA verified
    Jamie is a truly independent adviser, that is down to earth, kind and knowledgeable. He has over 16 years' experience, helping a wide range of clients and prides himself on being one of the lead advisers in both his practice and in London.
    71
    £250k+
    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.
    151
    £150k+
    Can help with
    Pensions & retirement

  • Saltus Partners LLP

    Epsom
    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.
    919
    £250k+
    Can help with
    Pensions & retirement

  • The Private Office

    Epsom
    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.
    37374
    £100k+
    Can help with
    Pensions & retirement

  • Tideway Wealth Management

    Epsom
    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.
    22
    £250k+
    Can help with
    Pensions & retirement

  • Evelyn Partners

    Epsom
    FCA verified
    "Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
    631
    £500k+
    Can help with
    Pensions & retirement

  • Qi Financial Solutions Ltd

    Tadworth
    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.
    32
    £250k+
    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.