Top 10 Independent (IFAs) & Restricted Financial Advisers in West Byfleet
Find the best FCA regulated financial advisers in West Byfleet. Get expert help near you with pensions, investments, retirement planning and more
Balance Financial Planning
Addlestone
FCA verified
We are here to help you achieve your financial goals. We'll work with you to provide clarity, independent expert advice, peace of mind, and a financial plan to help you live today, and secure tomorrow.
Clients
helped
helped
104
Minimum
wealth
wealth
£250k+
Can help with
Pensions & retirement
Joss Gale at Westminster Wealth
Addlestone
FCA verified
Independent Financial Advice from a firm ranked 4th in the Financial Times Top 100 advice firms for 2023. Expertise. Fairly Priced.
Clients
helped
helped
34
Minimum
wealth
wealth
£150k+
Can help with
Pensions & retirement
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Roxborough Wealth Management & Mortgages
Woking
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.
Clients
helped
helped
151
Minimum
wealth
wealth
£150k+
Can help with
Pensions & retirement
Virtus Financial Planning Limited
Addlestone
FCA verified
Virtus Financial Planning has been providing financial advice for over 4 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 most.
Clients
helped
helped
112
Minimum
wealth
wealth
£150k+
Can help with
Pensions & retirement
Fortis Wealth Management Ltd
Woking
FCA verified
We are proud to be a partner of M&G Advice. We’re qualified in financial planning and advise on a range of carefully selected products from Prudential and other providers.
Clients
helped
helped
Recently added
Minimum
wealth
wealth
£0+
Can help with
Pensions & retirement
Finsbridge Financial Planning
Addlestone
FCA verified
We are a Chartered Financial Planning firm, providing independent financial planning, wills, trusts, mortgage, insurance and tax advice to private clients, trusts and small businesses. We are based at the Exeter Business Hub, Exeter St. David's Station.
Clients
helped
helped
647
Minimum
wealth
wealth
£150k+
Can help with
Pensions & retirement
The Private Office
Addlestone
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.
Clients
helped
helped
38294
Minimum
wealth
wealth
£150k+
Can help with
Pensions & retirement
Evelyn Partners
Woking
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."
Clients
helped
helped
765
Minimum
wealth
wealth
£500k+
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
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
36
Minimum
wealth
wealth
£50k+
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.