Top 20 Independent Financial Advisers in Walton On Thames

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  • Bigmore Associates Ltd

    Walton on thames
    Jargon free, concise but detailed financial planning.
    98
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Duncan Pilgrim

    Walton on thames
    With over 12 years’ experience in Financial Services providing the right advice in a relaxed and jargon free environment.
    107
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Pyrford Financial Planning

    Walton on thames
    If you are planning for, at, or in early retirement, we help people just like you identify, achieve and maintain their desired lifestyles without fear of running out of money.
    48
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • KW Wealth Planning Ltd

    Walton on thames
    We look after a diverse range of clients including private individuals, trusts, charities and corporates. We also work with some of the UK’s largest universities and institutions. Our goal is to build enduring relationships to realise the best financial outcomes for our clients and their families.
    < 10
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • True Potential Wealth Management - Peter Silver

    Walton on thames
    Simple. Effective. Unique.
    < 10
    £50k+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Walton on thames
    Award-winning, Chartered financial planning firm delivering unbiased, tailored advice to protect and grow your wealth.
    50
    £100k+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • HQ Financial Planning

    Walton on thames
    Independent Financial Planners, specialising in pensions, investments and retirement planning.
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    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.

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