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

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

MPI Financial Advice

London

FCA verified

We provide a free update & advice service to help you understand your plans.

Clients
helped

8051

Minimum
wealth

£0+

Can help with

Pensions & retirement

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We specialise in helping individuals and families with their retirement plans. We have won numerous awards (which can be seen on our website) for retirement, investment, trust and tax planning as well as, more recently, ethical investing.

Clients
helped

265

Minimum
wealth

£100k+

Can help with

Pensions & retirement

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Advanta Wealth

London

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

977

Minimum
wealth

£250k+

Can help with

Pensions & retirement

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Cavendish Financial Advice Ltd

London

FCA verified

Time is taken to get to know clients, understand their financial situation, identify and prioritise their needs.

Clients
helped

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

Monetary Solutions Limited

Kenley

FCA verified

Holistic financial planners advising on Pensions, Investments, Mortgages, Long Term Care funding, Protection, Finance and Divorce and Equity Release

Clients
helped

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

Tom Grunsell at Westminster Wealth

Epsom

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

Minimum
wealth

£150k+

Can help with

Pensions & retirement

Start enquiry View profile

Simon Latham at True Potential Wealth Management

London

FCA verified

As a Financial Adviser with True Potential Wealth Management I’m committed to delivering better value and choice for my clients.

Clients
helped

< 10

Minimum
wealth

£100k+

Can help with

Pensions & retirement

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Michelle Germain Wealth

Coulsdon

FCA verified

Michelle Germain Wealth has been providing financial advice for over 25 years. We focus on offering personalised financial advice tailored to your needs. Our specialties is Pension Drawdown, accessing 25% tax-free cash & Annuities.

Clients
helped

Minimum
wealth

£50k+

Can help with

Pensions & retirement

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The Private Office

London

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

38122

Minimum
wealth

£150k+

Can help with

Pensions & retirement

Start enquiry View profile

Chambers Financial Ltd

Camberley

FCA verified

Comprehensive and independent financial planning services tailored to meet the unique needs of our clients.

Clients
helped

Minimum
wealth

£150k+

Can help with

Pensions & retirement

Start enquiry View profile

Show only advisers available for contact

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.