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

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
helped
90
Minimum
wealth
wealth
£250k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care

Our clients often come to us at some of the most important stages of their lives or their business journeys. They want to work with people who take the time to understand them and their needs and plan their future together. They get that from Fidelius.
Clients
helped
helped
23
Minimum
wealth
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings

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
helped
90
Minimum
wealth
wealth
£250k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care

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
helped
26
Minimum
wealth
wealth
£150k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings

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
helped
482
Minimum
wealth
wealth
£250k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Business
Long Term Care

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
helped
107
Minimum
wealth
wealth
£250k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings

"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
1061
Minimum
wealth
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

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
helped
122
Minimum
wealth
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Expatriate finances

"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
1061
Minimum
wealth
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
