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
Evelyn Partners
Epsom
FCA verified
"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
helped
765
Minimum
wealth
wealth
£500k+
Can help with
Pensions & retirement
Fairstone Group
Epsom
FCA verified
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 & 14,250 reviews, Fairstone strive to be “The most trusted wealth management firm in the UK"
Clients
helped
helped
14562
Minimum
wealth
wealth
£0+
Can help with
Pensions & retirement
Advanta Wealth
Epsom
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
helped
986
Minimum
wealth
wealth
£250k+
Can help with
Pensions & retirement
The Private Office
Tadworth
FCA verified
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
helped
38294
Minimum
wealth
wealth
£150k+
Can help with
Pensions & retirement
Jamie Pearson at Westminster Wealth
Ashtead
FCA verified
Jamie is a truly independent adviser, that is down to earth, kind and knowledgeable. He has over 16 years' experience, helping a wide range of clients and prides himself on being one of the lead advisers in both his practice and in London.
Clients
helped
helped
76
Minimum
wealth
wealth
£250k+
Can help with
Pensions & retirement
In Partnership
Ashtead
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
helped
1008
Minimum
wealth
wealth
£500k+
Can help with
Pensions & retirement
Michelle Germain Wealth
Epsom
FCA verified
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
helped
96
Minimum
wealth
wealth
£50k+
Can help with
Pensions & retirement
Balance Financial Planning
Epsom
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
helped
104
Minimum
wealth
wealth
£250k+
Can help with
Pensions & retirement
Finsbridge Financial Planning
Epsom
FCA verified
We are a Chartered Financial Planning firm, providing independent financial planning, wills, trusts, mortgage, insurance and tax advice to private clients, trusts and small businesses. We are based at the Exeter Business Hub, Exeter St. David's Station.
Clients
helped
helped
647
Minimum
wealth
wealth
£150k+
Can help with
Pensions & retirement
The Private Office
Epsom
FCA verified
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
helped
38294
Minimum
wealth
wealth
£150k+
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.
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.