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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  • Fairstone Group

    Epsom
    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"
    14160
    £0+
    Can help with
    Pensions & retirement

  • Finsbridge Financial Planning

    Chertsey
    FCA verified
    We are a Chartered Financial Planning firm, providing independent financial planning, wills, trusts, mortgage, insurance and tax advice to private clients, trusts and small businesses. We are based at the Exeter Business Hub, Exeter St. David's Station.
    635
    £150k+
    Can help with
    Pensions & retirement

  • Titan Wealth International

    Virginia water
    FCA verified
    AHR Private Clients is a UK High & Ultra High Net Worth provider of Independent Financial Advice within the UK offering a clear and focused proposition for the benefit of our clients retaining their interests at the heart of everything we do.
    640
    £250k+
    Can help with
    Pensions & retirement
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  • MLA Wealth Management Limited

    Banstead
    FCA verified
    Mark Deasy has over 30 years of experience dealing with client's investment, pension and Inheritance Tax planning needs.
    245
    £50k+
    Can help with
    Pensions & retirement

  • Qi Financial Solutions Ltd

    Oxted
    FCA verified
    We offer high quality independent solutions to meet the needs of modern day life. Investment, Pensions & Wealth Management. We are committed to providing quality intelligent financial advice to support you through the different stages of your life.
    32
    £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.
    1987
    £100k+
    Can help with
    Pensions & retirement

  • Cullen Wealth

    Shepperton
    FCA verified
    With a client first approach, we deliver tailored, tax-efficient financial solutions, from investments and pensions to succession and estate planning. Offering transparent, fee based advice, you can us trust to achieve your financial ambitions.
    362
    £100k+
    Can help with
    Pensions & retirement

  • Virtus Financial Planning Limited

    Leatherhead
    FCA verified
    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.
    95
    £150k+
    Can help with
    Pensions & retirement

  • Michelle Germain Wealth

    East molesey
    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.
    83
    £50k+
    Can help with
    Pensions & retirement

  • Advanta Wealth

    Guildford
    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.
    905
    £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.