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

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  • Keith Whitehead - True Potential LLP

    Cobham
    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.
    554
    £100k+
    Can help with
    Pensions & retirement

  • AHR Private Clients

    Thames ditton
    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.
    171
    £250k+
    Can help with
    Pensions & retirement

  • AHR Private Clients

    Weybridge
    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.
    171
    £250k+
    Can help with
    Pensions & retirement
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  • Lloyd O'Sullivan

    Weybridge
    FCA verified
    Enhancing financial lives since 1993 We’re an independent financial planning firm advising clients in Surrey, London and across the country.
    143
    £100k+
    Can help with
    Pensions & retirement

  • The Private Office

    Weybridge
    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.
    29854
    £100k+
    Can help with
    Pensions & retirement

  • Resolve Financial Solutions

    Weybridge
    FCA verified
    Our aim is simple, yet incredibly effective: helping you to gain your financial wellbeing. We want to help you reconnect with your finances whilst providing the best possible customer service and making clients feel proud that they are making a difference. We are here to demystify finances: no suits, no jargon, no corporate-speak, no hard sell, no hidden fees. As a client you should feel listened to, respected, understood and above all sleep well at night having the confidence that your money is in the right place.
    207
    £50k+
    Can help with
    Pensions & retirement

  • Bigmore Associates Ltd

    Walton on thames
    FCA verified
    Our business is built on great relationships with our clients.
    315
    £100k+
    Can help with
    Pensions & retirement

  • Canaccord Genuity Wealth Management (CGWM)

    Walton on thames
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    259
    £250k+
    Can help with
    Pensions & retirement

  • MPI Financial Advice

    Thames ditton
    FCA verified
    We provide a free update & advice service to help you understand your plans.
    3807
    £0+
    Can help with
    Pensions & retirement

  • 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.
    701
    £150k+
    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.