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

Find the best FCA regulated financial advisers in Epsom. Get expert help near you with pensions, investments, retirement planning and more
Epsom, Epsom And Ewell, Surrey
Michelle Germain Wealth

Michelle Germain Wealth

Epsom
Initial consultation free
FCA verified
Restricted
Michelle Germain Wealth has been providing financial advice for over 25 years. We focus on offering personalised financial advice tailored to your needs. Our specialties is Pension Drawdown, accessing 25% tax-free cash & Annuities.
Clients
helped
96
Minimum
wealth
£50k+
Meet the team
Michelle Germain
A
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Stockbroking services
Mortgages
Wealth Guide

Wealth Guide

Epsom
Initial consultation free
FCA verified
Independent
Awarded Financial Times Adviser Top 100 as part of the Rosemount network. Independent, FCA-regulated pension advice, helping clients review, consolidate and plan retirement income. Delivered fully remotely with simple digital tools.
Clients
helped
49
Minimum
wealth
£150k+
Meet the team
Michael Lavin
Can help with
Pensions & retirement
Qi Financial Solutions  Ltd

Qi Financial Solutions Ltd

Tadworth
Initial consultation free
FCA verified
Independent
We offer high quality independent solutions to meet the needs of modern day life. Investment, Pensions & Wealth Management. We are committed to providing quality intelligent financial advice to support you through the different stages of your life.
Clients
helped
44
Minimum
wealth
£250k+
Meet the team
Paul Annys
Debbie Holloway
Tim Rea
Jackie Bloom
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Invictus Wealth Consultants Limited

Invictus Wealth Consultants Limited

Epsom
Initial consultation free
FCA verified
Restricted
Invictus Wealth Consultants has been providing trusted financial advice for over 15 years. We have helped over a 1000 clients achieve financial clarity and confidence for themselves, their businesses and their family.
Clients
helped
41
Minimum
wealth
£150k+
Meet the team
L
Joshua Silk
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
Isio Wealth Planning Ltd

Isio Wealth Planning Ltd

Epsom
Initial consultation free
FCA verified
Independent
"We provide independent, whole-of-market wealth management support, designed to help you achieve your personal and financial goals. Our advice covers all aspects of your financial journey – from building wealth to protecting it and planning for the future
Clients
helped
43
Minimum
wealth
£250k+
Meet the team
S
D
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
The Private Office

The Private Office

Tadworth
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
39240
Minimum
wealth
£150k+
Meet the team
Steffan Alemanno
Abigail Banks
Julian Frere
Roger Clarke
Matthew Cole
+37
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
Tom Grunsell at Westminster Wealth

Tom Grunsell at Westminster Wealth

Ashtead
Initial consultation free
FCA verified
Independent
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.
Clients
helped
26
Minimum
wealth
£150k+
Meet the team
Tom Grunsell
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Evelyn Partners

Evelyn Partners

Epsom
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
922
Minimum
wealth
£500k+
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
GP Wealth

GP Wealth

Epsom
Initial consultation free
FCA verified
Independent
Planning for a comfortable financial future takes time and knowledge. Identifying and setting your goals is the first step to success. Having goals gives focus and direction. That's where GP Wealth can help.
Clients
helped
Recently added
Minimum
wealth
£100k+
Meet the team
Euan Buckland
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Business
Long Term Care
Balance Financial Planning

Balance Financial Planning

Epsom
Initial consultation free
FCA verified
Independent
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
107
Minimum
wealth
£250k+
Meet the team
Gerry Davies
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Frequently Asked Questions about Financial Advisers in Epsom