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

Find the best FCA regulated financial advisers in Claygate. Get expert help near you with pensions, investments, retirement planning and more
Claygate, Elmbridge, Surrey
Capel Alley Wealth Management

Capel Alley Wealth Management

Claygate
FCA verified
With more than 15 years’ experience in financial services, we have the expertise necessary to help clients navigate the complexities of taxation, investments, and the various financial planning issues that arise through one’s lifetime.
Clients
helped
14
Minimum
wealth
£150k+
Can help with
Pensions & retirement
Balance Financial Planning

Balance Financial Planning

Esher
FCA verified
We are here to help you achieve your financial goals. We'll work with you to provide clarity, independent expert advice, peace of mind, and a financial plan to help you live today, and secure tomorrow.
Clients
helped
101
Minimum
wealth
£250k+
Can help with
Pensions & retirement
In Partnership

In Partnership

Esher
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.
Clients
helped
1006
Minimum
wealth
£500k+
Can help with
Pensions & retirement
Titan Wealth International

Titan Wealth International

Esher
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.
Clients
helped
723
Minimum
wealth
£250k+
Can help with
Pensions & retirement
Advanta Wealth

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.
Clients
helped
978
Minimum
wealth
£250k+
Can help with
Pensions & retirement
Titan Wealth International

Titan Wealth International

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.
Clients
helped
723
Minimum
wealth
£250k+
Can help with
Pensions & retirement
Redmayne Bentley Investment Managers

Redmayne Bentley Investment Managers

Leatherhead
FCA verified
At Redmayne Bentley, we bring extensive experience in bespoke investment management and financial planning with over 25 office locations nationwide.
Clients
helped
113
Minimum
wealth
£100k+
Can help with
Financial planning
rw

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.
Clients
helped
151
Minimum
wealth
£150k+
Can help with
Pensions & retirement
Saltus Partners LLP

Saltus Partners LLP

Thames ditton
FCA verified
Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.
Clients
helped
967
Minimum
wealth
£250k+
Can help with
Pensions & retirement
Foster Denovo - Mark Beynon

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.
Clients
helped
605
Minimum
wealth
£0+
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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