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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
Surrey
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Invictus Wealth Consultants Limited

Invictus Wealth Consultants Limited

Caterham Valley
Initial consultation free
FCA verified
Restricted
Invictus Wealth Consultants has been providing trusted financial advice for over 15 years. We have helped thousands of clients achieve financial clarity and confidence for themselves, their businesses and their family.
Clients
helped
126
Minimum
wealth
£150k+
Meet the team
Lloyd Magee
Joshua Silk
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
Cover Direct

Cover Direct

Weybridge
Initial consultation free
FCA verified
Independent
Specialist protection and PMI advice for you, your family and your business — Life, Critical Illness, Income Protection, PMI. Whole of market: 18 insurers + 6 healthcare providers. Meetings when it suits you, no obligation, no pressure, no jargon.
Clients
helped
Recently added
Minimum
wealth
£0+
Meet the team
Can help with
Insurance & protection
Tax & trust planning
Business
Mortgages
The Private Office

The Private Office

Capel
Initial consultation free
FCA verified
Independent
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
41822
Minimum
wealth
£150k+
Meet the team
Steffan Alemanno
Abigail Banks
Julian Frere
Roger Clarke
Matthew Cole
+38
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
Isio Wealth Planning Ltd

Isio Wealth Planning Ltd

Worplesdon
Initial consultation free
FCA verified
Independent
"We provide independent, whole-of-market wealth management support, designed to help you achieve your personal and financial goals. Our advice covers all aspects of your financial journey – from building wealth to protecting it and planning for the future
Clients
helped
156
Minimum
wealth
£250k+
Meet the team
Tom Mehmet
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Qi Financial Solutions  Ltd

Qi Financial Solutions Ltd

Banstead
Initial consultation free
FCA verified
Independent
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
59
Minimum
wealth
£250k+
Meet the team
Paul Annys
Debbie Holloway
Tim Rea
Jackie Bloom
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Arabella Alexander Financial Planning

Arabella Alexander Financial Planning

Limpsfield
Initial consultation free
FCA verified
Restricted
I work with people to overcome the ever increasing complexities within personal and business finances whilst communicating in a clear, no jargon, approachable way. I help my clients to find clarity, peace of mind and security within their finances.
Clients
helped
15
Minimum
wealth
£100k+
Meet the team
Arabella Alexander
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Savings
Business
Fairstone Group

Fairstone Group

Guildford
Initial consultation free
FCA verified
Independent
Fairstone is one of the top 10 wealth management companies in the UK with more than 50 offices across the country. With a 5-star Trustpilot rating and over 500 advisers, we offer a full range of financial advice and wealth management services.
Clients
helped
15962
Minimum
wealth
£0+
Meet the team
Roxanne Jarvis
Martin Green
Steven Richardson
Daniel Smith
Kofi Butcher
+1
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Evelyn Partners

Evelyn Partners

Chertsey
Initial consultation free
FCA verified
Restricted
"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
1500
Minimum
wealth
£500k+
Meet the team
H
L
M
D
C
+6
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Stockbroking services
Advanta Wealth

Advanta Wealth

Witley
Initial consultation free
FCA verified
Independent
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
1183
Minimum
wealth
£250k+
Meet the team
Matthew Young
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
The Private Office

The Private Office

Cranleigh
Initial consultation free
FCA verified
Independent
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
41822
Minimum
wealth
£150k+
Meet the team
Steffan Alemanno
Abigail Banks
Julian Frere
Roger Clarke
Matthew Cole
+48
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
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Frequently Asked Questions about Financial Advisers in Surrey