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

Find the best FCA regulated financial advisers in Stoneleigh. Get expert help near you with pensions, investments, retirement planning and more
Stoneleigh, Ewell, Epsom And Ewell, Surrey
The Private Office

The Private Office

Worcester park
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
39624
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
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Mortgages
James Tucker - Blacktower Financial Management

James Tucker - Blacktower Financial Management

Worcester park
Initial consultation free
FCA verified
Independent
Tailored Wealth Management, Oension consolidations, Retirement Planning And Investment Solutions
Clients
helped
52
Minimum
wealth
£0+
Meet the team
James Tucker
Can help with
Expatriate finances
In Partnership

In Partnership

Worcester park
Initial consultation free
FCA verified
Independent
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
1042
Minimum
wealth
£500k+
Meet the team
Ryan van den Bergh
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Old Royle Wealth Management Ltd

Old Royle Wealth Management Ltd

Epsom
Initial consultation free
FCA verified
Independent
Simply trusted, independent, unbiased financial advice. Appointed representative of a multi-award winning network. Free initial consultation across the country
Clients
helped
2863
Minimum
wealth
£150k+
Meet the team
Richard Clayton
Nikita Phillips
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 2 more matches
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
Richard Gillies at Quilter Financial Advisers

Richard Gillies at Quilter Financial Advisers

Worcester park
Initial consultation free
FCA verified
Restricted
If you're seeking financial guidance, I can help. I am passionate about helping people to realise their financial goals and objectives and assisting them in attaining financial freedom.
Clients
helped
< 10
Minimum
wealth
£100k+
Meet the team
Richard Gillies
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Humboldt Financial

Humboldt Financial

Epsom
Initial consultation free
FCA verified
Independent
As a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.
Clients
helped
2548
Minimum
wealth
£50k+
Meet the team
Francis Gill
Oliver Canning
Josh Gill
James McNally
Ryan Cook
+1
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Business
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
58
Minimum
wealth
£250k+
Meet the team
Michael Lavin
Can help with
Pensions & retirement
Balance Financial Planning

Balance Financial Planning

Worcester park
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
111
Minimum
wealth
£250k+
Meet the team
Gerry Davies
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Jamie Pearson at Westminster Wealth

Jamie Pearson at Westminster Wealth

Worcester park
Initial consultation free
FCA verified
Independent
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
86
Minimum
wealth
£250k+
Meet the team
Jamie Pearson
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Frequently Asked Questions about Financial Advisers in Stoneleigh