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

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Total assets
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  • Saltus Partners LLP

    Woking
    FCA verified
    Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.
    332
    £250k+
    Can help with
    Pensions & retirement
  • Fairstone Group

    Woking
    FCA verified
    Fairstone incorporates one of the largest Chartered financial planning firms in the UK and is the number one rated wealth management house on Trustpilot.
    10087
    £0+
    Can help with
    Pensions & retirement
  • Laithwaite Financial Services Ltd

    Woking
    FCA verified
    A personal and professional service for pensions and investments.
    < 10
    £250k+
    Can help with
    Pensions & retirement
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  • MPI Financial Advice

    Woking
    FCA verified
    We provide a free update & advice service to help you understand your plans.
    2469
    £0+
    Can help with
    Pensions & retirement
  • John Cockerell - Alexander House Financial Planning Ltd

    Woking
    FCA verified
    Providing experienced financial advice - when it comes to pensions, investments, protection and retirement planning, we aim to give honest and robust advice. We take responsibility over future years to ensure our advice is right for you and your family
    207
    £100k+
    Can help with
    Pensions & retirement
  • The Private Office

    Woking
    FCA verified
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    26321
    £100k+
    Can help with
    Pensions & retirement
  • Advanta Wealth

    Woking
    FCA verified
    Advanta Wealth builds tailored solutions which look to maximise returns and manage volatility in line with specific objectives and appetite for risk.
    76
    £100k+
    Can help with
    Pensions & retirement
  • Laithwaite Financial Services Ltd

    Woking
    FCA verified
    A personal and professional service for pensions and investments.
    < 10
    £250k+
    Can help with
    Pensions & retirement
  • 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.
    100
    £100k+
    Can help with
    Pensions & retirement
  • Keith Whitehead - True Potential LLP

    Woking
    FCA verified
    I have joined True Potential Wealth Management as an experienced Financial Planner, with a wealth of knowledge and expertise, particularly in the complex areas of investments and pensions, including Defined Benefit/Final Salary advice.
    510
    £100k+
    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.