Top 10 Independent (IFAs) & Restricted Financial Advisers in Ockham
Find the best FCA regulated financial advisers in Ockham. Get expert help near you with pensions, investments, retirement planning and more
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
helped
58
Minimum
wealth
wealth
£150k+
Can help with
Pensions & retirement
Tideway Wealth Management
Ripley
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
helped
29
Minimum
wealth
wealth
£500k+
Can help with
Pensions & retirement
Advanta Wealth
Ripley
FCA verified
With Advanta it’s always personal.
We offer professional financial planning, with a personal touch. It’s how we’ll help you plan for the future and grow your wealth in a way that’s just right for you. Your way.
Clients
helped
helped
977
Minimum
wealth
wealth
£250k+
Can help with
Pensions & retirement
Price Ferguson Ltd
Cobham
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
helped
58
Minimum
wealth
wealth
£150k+
Can help with
Pensions & retirement
Peter Brackley - Pinnacle Financial Management Ltd
Ripley
FCA verified
Pinnacle Financial Management Limited is a local company with a number of experienced Financial Advisers situated across Sussex, Surrey, Kent and Hamphire. They have over 31 years of combined experienced in the financial services industry.
Clients
helped
helped
34
Minimum
wealth
wealth
£50k+
Can help with
Pensions & retirement
Qi Financial Solutions Ltd
Cobham
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.
Clients
helped
helped
34
Minimum
wealth
wealth
£250k+
Can help with
Pensions & retirement
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
helped
24
Minimum
wealth
wealth
£150k+
Can help with
Pensions & retirement
Advanta Wealth
Cobham
FCA verified
With Advanta it’s always personal.
We offer professional financial planning, with a personal touch. It’s how we’ll help you plan for the future and grow your wealth in a way that’s just right for you. Your way.
Clients
helped
helped
977
Minimum
wealth
wealth
£250k+
Can help with
Pensions & retirement
Eleo Capital
Cobham
FCA verified
Eleo Capital have been providing financial advice for over 5 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
helped
34
Minimum
wealth
wealth
£150k+
Can help with
Pensions & retirement
Neil Dawson - True Potential Wealth Management
Send
FCA verified
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
helped
123
Minimum
wealth
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.
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.