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

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  • Lloyd O'Sullivan

    Cobham
    FCA verified
    Enhancing financial lives since 1993 We’re an independent financial planning firm advising clients in Surrey, London and across the country.
    152
    £100k+
    Can help with
    Pensions & retirement
  • Piccadilly Wealth Management

    Cobham
    FCA verified
    Friendly, expert, regulated advice over the telephone, video call or face to face.
    145
    £50k+
    Can help with
    Pensions & retirement
  • 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.
    561
    £100k+
    Can help with
    Pensions & retirement
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  • Advanta Wealth

    Cobham
    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.
    419
    £100k+
    Can help with
    Pensions & retirement
  • AHR Private Clients

    Cobham
    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.
    210
    £250k+
    Can help with
    Pensions & retirement
  • 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.
    152
    £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.
    30561
    £100k+
    Can help with
    Pensions & retirement
  • Fairstone Group

    Weybridge
    FCA verified
    Fairstone incorporates one of the largest chartered financial planning firms in the UK. Our vision is to become the most trusted wealth management firm in the UK. We are the number one rated wealth management house on Trustpilot.
    11742
    £0+
    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.
    208
    £50k+
    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.
    436
    £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.

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