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

We are happy to cover the cost of an intial meeting to establish how we can help. This can be in person at a place of your choosing, in our office in Westerham, Kent, virtually (Zoom / Teams) or simply over the phone.

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.

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.

My mission is to help clients gain clarity about their financial future and identify their aspirations and goals. I provide a clear, actionable plan to achieve and manage these goals efficiently.

Your Future, Now. Your wealth, family, and aspirations all evolve over time. Your financial plan should too. That’s why we look beyond what you have today, creating adaptable plans designed for real life.

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.

Eleo Capital have been providing financial advice for over 5 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.

We take a holistic approach to financial planning to help you achieve your life objectives.

"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."

At Tetra, we follow a four-pillar approach to financial planning designed to help local individuals and businesses build, grow, and protect their wealth.