Top 10 Independent (IFAs) & Restricted Financial Advisers in Epsom
Roxborough Wealth Management & Mortgages
Chessington FCA verifiedWe care and always go the extra mile. Our clients feel they are part of the Roxborough family. Our service is totally bespoke.Clients151
helpedMinimum£150k+
wealthPensions & retirement- A service that's right From your initial, no-obligation discussion with your Planner, we gather the information to establish where you would ‘fit best’ to ensure that you benefit from the service you receive in accordance with your personal circumstances.Clients485
helpedMinimum£150k+
wealthPensions & retirement - My mission is to help clients gain clarity about their financial future and identify their aspirations and goals. I provide a clear, actionable plan to achieve and manage these goals efficiently.Clients23
helpedMinimum£150k+
wealthPensions & retirementNot sure which adviser to pick?Answer a few questions to help us find you the perfect match. - Fairstone originated in the Northeast of England in 2008 and now has national coverage through a number of locally based offices. With a 5* Trustpilot rating & 14,000 reviews, Fairstone strive to be “The most trusted wealth management firm in the UK"Clients14252
helpedMinimum£0+
wealthPensions & retirement - 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.Clients918
helpedMinimum£250k+
wealthPensions & retirement - 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.Clients94
helpedMinimum£100k+
wealthPensions & retirement - My mission is to help clients gain clarity about their financial future and identify their aspirations and goals. I provide a clear, actionable plan to achieve and manage these goals efficiently.Clients23
helpedMinimum£150k+
wealthPensions & retirement - 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.Clients37391
helpedMinimum£100k+
wealthPensions & 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.