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

    Reigate
    FCA verified
    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.
    37325
    £100k+
    Can help with
    Pensions & retirement

  • Advanta Wealth

    Esher
    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.
    913
    £250k+
    Can help with
    Pensions & retirement

  • 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
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  • Humboldt Financial

    Staines upon thames
    FCA verified
    As a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.
    2427
    £50k+
    Can help with
    Pensions & retirement

  • In Partnership

    Staines upon thames
    FCA verified
    We offer Independent Financial Advice and offer every client a bespoke solution to their needs. All 1st consultations are free so there is nothing to lose and everything to gain.
    991
    £500k+
    Can help with
    Pensions & retirement

  • Jamie Pearson at Westminster Wealth

    Ashtead
    FCA verified
    Jamie is a truly independent adviser, that is down to earth, kind and knowledgeable. He has over 16 years' experience, helping a wide range of clients and prides himself on being one of the lead advisers in both his practice and in London.
    71
    £250k+
    Can help with
    Pensions & retirement

  • MPI Financial Advice

    Virginia water
    FCA verified
    We provide a free update & advice service to help you understand your plans.
    7754
    £0+
    Can help with
    Pensions & retirement

  • The Private Office

    Woking
    FCA verified
    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.
    37325
    £100k+
    Can help with
    Pensions & retirement

  • Evelyn Partners

    Weybridge
    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."
    628
    £500k+
    Can help with
    Pensions & retirement

  • Tideway Wealth Management

    Farnham
    FCA verified
    Tideway is an independent, privately owned boutique firm offering financial advice and wealth management. We focus on clear strategies and transparent solutions, helping you achieve your financial goals with confidence.
    22
    £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.