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

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Total assets
My postcode
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  • 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.
    512
    £100k+
    Can help with
    Pensions & retirement
  • City Asset Management Plc

    Camberley
    FCA verified
    < 10
    £0+
    Can help with
    Tax & trust planning
  • Acacia Financial Consultants Ltd

    Ashtead
    FCA verified
    Offering comprehensive independent advice using an holistic approach with jargon free guidance tailored to meet your individual requirements.
    < 10
    £50k+
    Can help with
    Pensions & retirement
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  • Creative

    Addlestone
    FCA verified
    Award-winning financial advisory business with Chartered status - choose the best for your financial wellbeing.
    81
    £50k+
    Can help with
    Pensions & retirement
  • MLA Wealth Management Limited

    Leatherhead
    FCA verified
    Mark Deasy has over 30 years of experience dealing with client's investment, pension and Inheritance Tax planning needs.
    223
    £0+
    Can help with
    Pensions & retirement
  • Prime Time Financial

    Farnham
    FCA verified
    Local independent financial adviser specializing in pensions, investments and estate planning.
    43
    £250k+
    Can help with
    Pensions & retirement
  • Advanta Wealth

    Esher
    FCA verified
    Advanta Wealth builds tailored solutions which look to maximise returns and manage volatility in line with specific objectives and appetite for risk.
    87
    £100k+
    Can help with
    Pensions & retirement
  • Advice Rooms

    Buckland
    FCA verified
    Advice Rooms is a space for all individuals to receive bespoke advice regarding their financial planning.
    182
    £50k+
    Can help with
    Pensions & retirement
  • The Private Office

    Coulsdon
    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.
    26544
    £100k+
    Can help with
    Pensions & retirement
  • Humboldt Financial

    Cobham
    FCA verified
    As a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.
    4739
    £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.