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

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  • Ascot Lloyd

    Walton on thames
    FCA verified
    One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
    633
    £150k+
    Can help with
    Pensions & retirement

  • Flying Colours

    Addlestone
    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.
    17598
    £100k+
    Can help with
    Pensions & retirement

  • Thurlowe-Clarke Limited

    Redhill
    FCA verified
    We are approachable. We listen, ask questions and then focus on helping clients to achieve their objectives.
    71
    £250k+
    Can help with
    Pensions & retirement
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  • Keith Whitehead - True Potential LLP

    Farnham
    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.
    545
    £100k+
    Can help with
    Pensions & retirement

  • Keith Whitehead - True Potential LLP

    Dorking
    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.
    545
    £100k+
    Can help with
    Pensions & retirement

  • Advanta Wealth

    Woking
    FCA verified
    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.
    217
    £100k+
    Can help with
    Pensions & retirement

  • Crystal Clear Financial Services

    Virginia water
    FCA verified
    Talk to us to see how we can help you make a financial plan for the future. We listen to what you want to achieve and give you recommendations that we think will help you get there.
    18
    £100k+
    Can help with
    Pensions & retirement

  • Duncan Pilgrim

    Walton on thames
    FCA verified
    With over 12 years’ experience in Financial Services providing the right advice in a relaxed and jargon free environment.
    126
    £250k+
    Can help with
    Pensions & retirement

  • Alexander Bates Campbell Ltd

    Reigate
    FCA verified
    Experience, expertise and professionalism are at the heart of services provided by the whole team at Alexander Bates Campbell. addressing individual client needs both in the UK and abroad.
    26
    £150k+
    Can help with
    Pensions & retirement

  • Canaccord Genuity Wealth Management (CGWM)

    Guildford
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    78
    £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.