Top 10 Independent (IFAs) & Restricted Financial Advisers in Virginia Water

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  • Live Smart Financial Planning

    Virginia water
    FCA verified
    Across our team we have over 50 years of experience in helping people to enjoy a better lifestyle, without fear of running out of money. We passionately believe that the power of Lifestyle Financial Planning can change people’s lives.
    < 10
    £250k+
    Can help with
    Pensions & retirement

  • First Sentinel Wealth

    Virginia water
    FCA verified
    159
    £100k+
    Can help with
    Pensions & retirement

  • Humboldt Financial

    Virginia water
    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.
    4911
    £50k+
    Can help with
    Pensions & retirement
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  • Keith Whitehead - True Potential LLP

    Virginia water
    FCA verified
    I have joined True Potential Wealth Management as an experienced Financial Planner, with a wealth of knowledge and expertise, particularly in the complex areas of investments and pensions, including Defined Benefit/Final Salary advice.
    522
    £100k+
    Can help with
    Pensions & retirement

  • Montfort

    Virginia water
    FCA verified
    Experts in UK & global financial planning with a specialism in cross-border solutions across pensions, investments, tax & expatriate finance.
    < 10
    £250k+
    Can help with
    Pensions & retirement

  • True Potential Wealth Management,

    Chertsey
    FCA verified
    True Potential Wealth Management - Mark Bugden, offer full financial planning and wealth management with a personal and individual service.
    24
    £0+
    Can help with
    Pensions & retirement

  • MFS Independent Financial Advisers

    Chertsey
    FCA verified
    Based on Wimbledon Broadway since 1986, our Chartered and Independent Financial Advisers provide independent advice on all aspects of financial planning. We are also able to cover the Surrey area with our remotely based advisers.
    < 10
    £150k+
    Can help with
    Pensions & retirement

  • Copthorne Financial Services Ltd

    Egham
    FCA verified
    We have a unique culture that supports our clients ensuring that we deliver a first class customer experience to them.
    < 10
    £0+
    Can help with
    Pensions & retirement

  • Focus Financial Planning Ltd

    Egham
    FCA verified
    25
    £0+
    Can help with
    Pensions & retirement

  • HQ Financial Planning

    Chertsey
    FCA verified
    Independent Financial Planners, specialising in pensions, investments and retirement planning.
    183
    £0+
    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.