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

Sensible, independent, and unbiased financial planning that empowers you to make informed decisions. Experts in Pensions, Investments, Trusts, Inheritance Tax Mitigation, and Private Client work.
Clients
helped
helped
59
Minimum
wealth
wealth
£500k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care

I am proud to be a partner of M&G Wealth Advice. I am qualified in financial planning and advise on a range of carefully selected products from Prudential and other providers.
Clients
helped
helped
< 10
Minimum
wealth
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings

You’ve worked hard for your money – now make sure it’s working hard for you.
Octopus Money is here to change the financial advice industry for the better. We're a certified B-corp, built on 25 years of experience and named Advice Firm of the Year 2025.
Clients
helped
helped
100
Minimum
wealth
wealth
£250k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings

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
45
Minimum
wealth
wealth
£250k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care

AHR Private Clients is a UK High & Ultra High Net Worth provider of Independent Financial Advice within the UK offering a clear and focused proposition for the benefit of our clients retaining their interests at the heart of everything we do.
Clients
helped
helped
828
Minimum
wealth
wealth
£250k+
Meet the team
L
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Expatriate finances

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
helped
101
Minimum
wealth
wealth
£50k+
Meet the team
A
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Stockbroking services
Mortgages

Relationships require strong communication, we always listen to our clients in order to help us understand their true needs.
Clients
helped
helped
66
Minimum
wealth
wealth
£50k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches

DF Wealth Management Limited has been providing financial advice for over 6 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
20
Minimum
wealth
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business

With offices in Wimbledon Broadway since 1986, our Independent Financial Advisers provide independent advice on all aspects of financial planning.
Clients
helped
helped
225
Minimum
wealth
wealth
£100k+
Meet the team
D
T
J
D
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
Frequently Asked Questions about Financial Advisers in Surrey
