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.
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  • The Private Office

    Farnham
    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.
    37260
    £100k+
    Can help with
    Pensions & retirement

  • Joss Gale at Westminster Wealth

    Haslemere
    FCA verified
    Independent Financial Advice from a firm ranked 4th in the Financial Times Top 100 advice firms for 2023. Expertise. Fairly Priced.
    34
    £150k+
    Can help with
    Pensions & retirement

  • Balance Financial Planning

    Epsom
    FCA verified
    We are here to help you achieve your financial goals. We'll work with you to provide clarity, independent expert advice, peace of mind, and a financial plan to help you live today, and secure tomorrow.
    93
    £100k+
    Can help with
    Pensions & retirement
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  • Invictus Wealth Consultants Limited

    Redhill
    FCA verified
    Invictus Wealth Consultants has been providing trusted financial advice for over 15 years. We have helped over a 1000 clients achieve financial clarity and confidence for themselves, their businesses and their family.
    Recently added
    £250k+
    Can help with
    Pensions & retirement

  • M&G Wealth Advice

    Banstead
    FCA verified
    We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
    2019
    £100k+
    Can help with
    Pensions & retirement

  • Fairstone Group

    Weybridge
    FCA verified
    Fairstone originated in the Northeast of England in 2008 and now has national coverage through a number of locally based offices. With a 5* Trustpilot rating & 14,000 reviews, Fairstone strive to be “The most trusted wealth management firm in the UK"
    14204
    £0+
    Can help with
    Pensions & retirement

  • Michelle Germain Wealth

    Thames ditton
    FCA verified
    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.
    84
    £50k+
    Can help with
    Pensions & retirement

  • 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.
    578
    £0+
    Can help with
    Pensions & retirement

  • 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."
    615
    £500k+
    Can help with
    Pensions & retirement

  • Price Ferguson Ltd

    Frensham
    FCA verified
    We like to keep things personal when it comes to financial planning. Whether you’re navigating change, building a legacy, or seeking peace of mind, we’re here to help you take control with clear, independent advice.
    39
    £250k+
    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.