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

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  • A&J Wealth Management Ltd

    West clandon
    FCA verified
    A&J Wealth Management have been offering personal, financial and wealth management advice to clients for over 35 years.
    151
    £100k+
    Can help with
    Pensions & retirement

  • NPM Wealth Management Ltd

    Farnham
    FCA verified
    Independent advice that is clear and takes your needs into account with a professional yet personal approach.
    65
    £100k+
    Can help with
    Pensions & retirement

  • Wingate Financial Planning

    Caterham valley
    FCA verified
    We specialise in helping individuals and families with their retirement plans. We have won numerous awards (which can be seen on our website) for retirement, investment, trust and tax planning as well as, more recently, ethical investing.
    176
    £50k+
    Can help with
    Pensions & retirement
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  • Motus

    Epsom
    FCA verified
    Financial success is down to the compounding effect of many good, but small decisions over time. Financial planning is about aligning those decisions to your goals and objections.
    12
    £100k+
    Can help with
    Pensions & retirement

  • Roxborough Wealth Management Limited

    Redhill
    FCA verified
    We provide a holistic, robust, highly diversified collection of services aimed at maximizing your wealth and help protecting it.
    137
    £100k+
    Can help with
    Pensions & retirement

  • The Private Office

    Leatherhead
    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.
    27078
    £100k+
    Can help with
    Pensions & retirement

  • Flying Colours

    Guildford
    FCA verified
    Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
    16991
    £100k+
    Can help with
    Pensions & retirement

  • Flying Colours

    Haslemere
    FCA verified
    Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
    16991
    £100k+
    Can help with
    Pensions & retirement

  • Black Lion Wealth Management

    Tadworth
    FCA verified
    We are committed to helping hard-working people like you get the best options on your pensions and investments— you are at the heart of what we do.
    1226
    £100k+
    Can help with
    Pensions & retirement

  • MPI Financial Advice

    Guildford
    FCA verified
    We provide a free update & advice service to help you understand your plans.
    2684
    £0+
    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.