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

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  • Crystal Clear Financial Services

    Claygate
    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.
    10
    £50k+
    Can help with
    Pensions & retirement
  • Humboldt Financial

    Esher
    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.
    4842
    £50k+
    Can help with
    Pensions & retirement
  • Scott Hanley at True Potential Wealth Management LLP

    Esher
    FCA verified
    Your financial interests, goals and aspirations are of paramount importance and are at the heart of any advice I give. I have a wealth of experience and can assist you with Pensions, including Defined Benefit transfers and Investment Wealth Management.
    367
    £0+
    Can help with
    Pensions & retirement
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  • Advanta Wealth

    Esher
    FCA verified
    Advanta Wealth builds tailored solutions which look to maximise returns and manage volatility in line with specific objectives and appetite for risk.
    102
    £100k+
    Can help with
    Pensions & retirement
  • Leagold Miller

    Chessington
    FCA verified
    “As trusted advisers to our clients for over 100 years, our ethos and level of client service continues today. At Leagold Miller our advisers look to provide you with Independent whole of market advice across all areas of your financial planning journey (Retirement Planning, Investment Planning and Protecting your family). We understand that the world of financial planning can be a difficult journey for many people, which is why our professional advisers will always go the extra mile to help educate you on your financial planning matters. We pride ourselves on holding your hand along your journey.”
    76
    £100k+
    Can help with
    Pensions & retirement
  • Keith Whitehead - True Potential LLP

    Chessington
    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.
    519
    £100k+
    Can help with
    Pensions & retirement
  • Roxborough Wealth Management & Mortgages

    Chessington
    FCA verified
    We care and always go the extra mile. Our clients feel they are part of the Roxborough family. Our service is totally bespoke.
    101
    £100k+
    Can help with
    Pensions & retirement
  • Foster Denovo - Mark Beynon

    Thames ditton
    FCA verified
    Adviser of the Year 2016 - providing clients with financial certainty using jargon free language & clear & unbiased advice.
    510
    £0+
    Can help with
    Pensions & retirement
  • Knight James Associates Ltd

    Thames ditton
    FCA verified
    < 10
    £0+
    Can help with
    Pensions & retirement
  • Black Lion Wealth Management

    Thames ditton
    FCA verified
    We are committed to helping hard-working people like you get the best options on your pensions and investments— you are at the heart of what we do.
    1211
    £50k+
    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.

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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.