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

Find the best FCA regulated financial advisers in Elmbridge. Get expert help near you with pensions, investments, retirement planning and more
Elmbridge, Surrey
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Fairstone Group

Fairstone Group

Walton On Thames
Initial consultation free
FCA verified
Independent
Fairstone is one of the top 10 wealth management companies in the UK with more than 50 offices across the country. With a 5-star Trustpilot rating and over 500 advisers, we offer a full range of financial advice and wealth management services.
Clients
helped
16382
Minimum
wealth
£0+
Meet the team
Fiona Ruck
Tim Ross
Tom Kendall
Andrew McErlean
Michael Seddon
+3
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Triton Private Wealth Limited

Triton Private Wealth Limited

Weybridge
Initial consultation free
FCA verified
Independent
Independent, Whole of Market, Chartered Financial Adviser covering Surrey, Hampshire and Berkshire. 18 years’ experience in pensions, retirement planning, investments, inheritance, long term care and divorce or separation. Personal and unbiased advice!
Clients
helped
26
Minimum
wealth
£100k+
Meet the team
Natasha Nair
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
N2 Asset Management Limited

N2 Asset Management Limited

East Molesey
Initial consultation free
FCA verified
Independent
We are an independent boutique firm providing expert wealth planning and advice. We get inspired by our clients, their values, their vision, and their focus. Our purpose is to make a difference, one client at a time.
Clients
helped
59
Minimum
wealth
£250k+
Meet the team
Alex Norwood
Eugen Neagu
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Business
and 3 more matches
City Asset Management

City Asset Management

Thames Ditton
Initial consultation free
FCA verified
Independent
Delivering bespoke investment solutions for high net worth individuals across a diverse range of strategies.
Clients
helped
13
Minimum
wealth
£250k+
Meet the team
Tom Waters
Can help with
Financial planning
Investments
Tax & trust planning
Savings
The Private Office

The Private Office

Walton On Thames
Initial consultation free
FCA verified
Independent
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.
Clients
helped
42811
Minimum
wealth
£150k+
Meet the team
Steffan Alemanno
Abigail Banks
Julian Frere
Roger Clarke
David Dodgson
+37
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
Willday Wealth Management

Willday Wealth Management

Thames Ditton
Initial consultation free
FCA verified
Restricted
We offer and personal face to face service. We get to your situation and then tailor our approach around you. We have your best financial interests at the heart of everything we do.
Clients
helped
77
Minimum
wealth
£100k+
Meet the team
Edward James Willday
Kayley Brant
Sophie Wreford
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Fidelius Ltd

Fidelius Ltd

Thames Ditton
Initial consultation free
FCA verified
Independent
Our clients often come to us at some of the most important stages of their lives or their business journeys. They want to work with people who take the time to understand them and their needs and plan their future together. They get that from Fidelius.
Clients
helped
189
Minimum
wealth
£100k+
Meet the team
Rachel Henley
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Nine Edge Wealth

Nine Edge Wealth

Weybridge
Initial consultation free
FCA verified
Independent
We believe success is when dreams become reality. That belief sits at the heart of everything we do at Nine Edge Wealth because financial planning isn’t just about numbers, it’s about giving you the freedom and confidence to live the life you’ve imagined.
Clients
helped
82
Minimum
wealth
£250k+
Meet the team
Jason Baggott
Olly Cooper
Kieran Campbell
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Sharia finance
Evelyn Partners

Evelyn Partners

Walton On Thames
Initial consultation free
FCA verified
Restricted
"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."
Clients
helped
1587
Minimum
wealth
£1m+
Meet the team
H
L
M
D
C
+6
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Stockbroking services
Marc Harris - Harris Financial Planning

Marc Harris - Harris Financial Planning

Weybridge
Initial consultation free
FCA verified
Restricted
With over 12 years of industry experience, I specialise in providing personalised financial advice and planning services. My areas of expertise include investments, pensions, estate planning, and protection strategies.
Clients
helped
73
Minimum
wealth
£0+
Meet the team
Marc Harris
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Savings
Business
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Frequently Asked Questions about Financial Advisers in Elmbridge