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

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

The Private Office

Woking

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

38294

Minimum
wealth

£150k+

Can help with

Pensions & retirement

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Brilliance Financial Planning

Guildford

FCA verified

We are highly approachable and happy to discuss your needs and options informally. Drop us a line to arrange a chat, free of charge.

Clients
helped

592

Minimum
wealth

£0+

Can help with

Pensions & retirement

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NPM Wealth Management Ltd

Woking

FCA verified

Independent advice that is clear and takes your needs into account with a professional yet personal approach.

Clients
helped

Minimum
wealth

£150k+

Can help with

Pensions & retirement

Start enquiry View profile

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

765

Minimum
wealth

£500k+

Can help with

Pensions & retirement

Start enquiry View profile

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

112

Minimum
wealth

£150k+

Can help with

Pensions & retirement

Start enquiry View profile

Advanta Wealth

Woking

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

986

Minimum
wealth

£250k+

Can help with

Pensions & retirement

Start enquiry View profile

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

151

Minimum
wealth

£150k+

Can help with

Pensions & retirement

Start enquiry View profile

Laithwaite Financial Services Ltd

Woking

FCA verified

A personal and professional service for pensions and investments.

Clients
helped

Minimum
wealth

£250k+

Can help with

Pensions & retirement

Start enquiry View profile

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

Recently added

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

Alexander Bates Campbell Ltd

Woking

FCA verified

Experience, expertise and professionalism are at the heart of services provided by the whole team at Alexander Bates Campbell. addressing individual client needs both in the UK and abroad.

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.