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

I need advice on
Total assets
My postcode
First meeting is free

  • Roxborough Wealth Management Limited

    Dorking
    FCA verified
    We provide a holistic, robust, highly diversified collection of services aimed at maximizing your wealth and help protecting it.
    150
    £100k+
    Can help with
    Pensions & retirement

  • Wingate Financial Planning

    Dorking
    FCA verified
    We specialise in helping individuals and families with their retirement plans. We have won numerous awards (which can be seen on our website) for retirement, investment, trust and tax planning as well as, more recently, ethical investing.
    195
    £100k+
    Can help with
    Pensions & retirement

  • Cooper Parry Wealth

    Capel
    FCA verified
    We are multi award winning and one of the fastest growing financial planning firms in the UK. We build a genuine understanding of you and what you want to get from life.
    18
    £500k+
    Can help with
    Pensions & retirement
    Not sure which adviser to pick?
    Answer a few questions to help us find you the perfect match.
    Get matched

  • Piccadilly Wealth Management

    Dorking
    FCA verified
    Friendly, expert, regulated advice over the telephone, video call or face to face.
    145
    £50k+
    Can help with
    Pensions & retirement

  • Saltus Partners LLP

    Dorking
    FCA verified
    Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.
    559
    £250k+
    Can help with
    Pensions & retirement

  • Canaccord Genuity Wealth Management (CGWM)

    Dorking
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    427
    £250k+
    Can help with
    Pensions & retirement

  • Blacktower Financial Management

    Dorking
    FCA verified
    Financial Planning, Pension and Investment Advice by Andrew Hains at the Blacktower Group of companies. Pension Transfers | Investments | UK Financial Planning | Advice for EU/EEA/UAE residents | Cross-Border Planning | US Connected Individuals
    110
    £50k+
    Can help with
    Pensions & retirement

  • Piccadilly Wealth Management

    Brockham
    FCA verified
    Friendly, expert, regulated advice over the telephone, video call or face to face.
    145
    £50k+
    Can help with
    Pensions & retirement

  • Advice Rooms

    Capel
    FCA verified
    Advice Rooms is a space for all individuals to receive bespoke advice regarding their financial planning.
    371
    £50k+
    Can help with
    Pensions & retirement

  • Peter Brackley - Pinnacle Financial Management Ltd

    Betchworth
    FCA verified
    Pinnacle Financial Management Limited is a local company with a number of experienced Financial Advisers situated across Sussex, Surrey, Kent and Hamphire. They have over 31 years of combined experienced in the financial services industry.
    < 10
    £50k+
    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.