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

Find the best FCA regulated financial advisers in Shere. Get expert help near you with pensions, investments, retirement planning and more
Shere, Guildford, Surrey
Price Ferguson Ltd

Price Ferguson Ltd

Shere
Initial consultation free
FCA verified
Independent
We like to keep things personal when it comes to financial planning. Whether you’re navigating change, building a legacy, or seeking peace of mind, we’re here to help you take control with clear, independent advice.
Clients
helped
86
Minimum
wealth
£250k+
Meet the team
Ben Mackay
Nick Fincham
Michael Price
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
James Tucker - Blacktower Financial Management

James Tucker - Blacktower Financial Management

Guildford
Initial consultation free
FCA verified
Independent
Tailored Wealth Management, Oension consolidations, Retirement Planning And Investment Solutions
Clients
helped
50
Minimum
wealth
£0+
Meet the team
James Tucker
Can help with
Expatriate finances
Price Ferguson Ltd

Price Ferguson Ltd

Guildford
Initial consultation free
FCA verified
Independent
We like to keep things personal when it comes to financial planning. Whether you’re navigating change, building a legacy, or seeking peace of mind, we’re here to help you take control with clear, independent advice.
Clients
helped
86
Minimum
wealth
£250k+
Meet the team
Michael Price
Ben Mackay
Nick Fincham
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Tom Grunsell at Westminster Wealth

Tom Grunsell at Westminster Wealth

East horsley
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
Bramley Financial Planning

Bramley Financial Planning

Wonersh
Initial consultation free
FCA verified
Independent
Now back taking face to face meetings. Also Zoom or Skype sessions during Covid-19. Please contact if you have any worries about retirement plans or your pensions and investments, or would just like a chat
Clients
helped
480
Minimum
wealth
£250k+
Meet the team
Rupert Miller
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Business
Long Term Care
Octopus Money

Octopus Money

Guildford
Initial consultation free
FCA verified
Restricted
You’ve worked hard for your money – now make sure it’s working hard for you. Octopus Money is here to change the financial advice industry for the better. We're a certified B-corp, built on 25 years of experience and named Advice Firm of the Year 2025.
Clients
helped
100
Minimum
wealth
£250k+
Meet the team
Owen Lewis
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Evelyn Partners

Evelyn Partners

Guildford
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
971
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
Blacktower Financial Management

Blacktower Financial Management

Guildford
Initial consultation free
FCA verified
Independent
Financial Planning, Pension and Investment Advice by Andrew Hains at the Blacktower Group of companies. Pension Switches/Transfers | Investments | UK Financial Planning | Advice for EU/EEA/UAE residents | Cross-Border Planning | US Connected Individuals
Clients
helped
122
Minimum
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
AAB Wealth Chartered Financial Planners

AAB Wealth Chartered Financial Planners

Guildford
Initial consultation free
FCA verified
Independent
Giving you confidence in your financial future
Clients
helped
685
Minimum
wealth
£250k+
Meet the team
David O'Doherty
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Evelyn Partners

Evelyn Partners

Guildford
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
971
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
Frequently Asked Questions about Financial Advisers in Shere