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

Find the best FCA regulated financial advisers in Guildford. Get expert help near you with pensions, investments, retirement planning and more
Guildford, Surrey
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Douglas Steers & Company

Douglas Steers & Company

Ash
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
11931
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Simeon Page
+7
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Neil Dawson - True Potential Wealth Management

Neil Dawson - True Potential Wealth Management

Send
Initial consultation free
FCA verified
Restricted
I have been advising my clients for over 20 years, with particular expertise in redundancy benefits and pension & retirement planning. I will guide you through the complexities of planning, allowing you to make fully informed decisions about your future.
Clients
helped
190
Minimum
wealth
£100k+
Meet the team
Neil Dawson
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Business
Price Ferguson Ltd

Price Ferguson Ltd

Normandy
Initial consultation free
FCA verified
Independent
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
115
Minimum
wealth
£500k+
Meet the team
Ben Mackay
Nick Fincham
Michael Price
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Pinnacle Wealth Management LLP

Pinnacle Wealth Management LLP

Ash
Initial consultation free
FCA verified
Restricted
Pinnacle Wealth Management LLP have been providing financial advice for over 13 years. We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them.
Clients
helped
161
Minimum
wealth
£150k+
Meet the team
Jon Dodson
Gem Ibrahim
Joe Holmes
Adam Cooper
Joseph Demetris
+5
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Bramley Financial Planning

Bramley Financial Planning

Worplesdon
Initial consultation free
FCA verified
Independent
Please contact if you have any worries about retirement plans or your pensions and investments, or would just like a chat
Clients
helped
509
Minimum
wealth
£250k+
Meet the team
Rupert Miller
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care
Stockbroking services
MPI Financial Advice

MPI Financial Advice

Guildford
Initial consultation free
FCA verified
Independent
We provide a free update & advice service to help you understand your plans.
Clients
helped
9500
Minimum
wealth
£0+
Meet the team
S
Can help with
Pensions & retirement
Investments
Business
M&G Advice

M&G Advice

Ripley
Initial consultation free
FCA verified
Restricted
We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
Clients
helped
3173
Minimum
wealth
£50k+
Meet the team
L
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Bramley Financial Planning

Bramley Financial Planning

Guildford
Initial consultation free
FCA verified
Independent
Please contact if you have any worries about retirement plans or your pensions and investments, or would just like a chat
Clients
helped
509
Minimum
wealth
£250k+
Meet the team
Rupert Miller
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care
Stockbroking services
Isio Wealth Planning Ltd

Isio Wealth Planning Ltd

Worplesdon
Initial consultation free
FCA verified
Independent
"We provide independent, whole-of-market wealth management support, designed to help you achieve your personal and financial goals. Our advice covers all aspects of your financial journey – from building wealth to protecting it and planning for the future
Clients
helped
169
Minimum
wealth
£250k+
Meet the team
Tom Mehmet
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
The Private Office

The Private Office

Shalford
Initial consultation free
FCA verified
Independent
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
42185
Minimum
wealth
£150k+
Meet the team
Paul Sanders
Nadia Fewlass-Jones
Abby Ivison
Abigail Banks
Alex Hatfield
+37
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
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Frequently Asked Questions about Financial Advisers in Guildford