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

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  • Roxborough Wealth Management Limited

    Banstead
    FCA verified
    We provide a holistic, robust, highly diversified collection of services aimed at maximizing your wealth and help protecting it.
    146
    £100k+
    Can help with
    Pensions & retirement
  • MLA Wealth Management Limited

    Banstead
    FCA verified
    Mark Deasy has over 30 years of experience dealing with client's investment, pension and Inheritance Tax planning needs.
    230
    £0+
    Can help with
    Pensions & retirement
  • Knight James Associates Ltd

    Banstead
    FCA verified
    < 10
    £0+
    Can help with
    Pensions & retirement
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  • Cooper Parry Wealth

    Banstead
    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.
    Recently added
    £500k+
    Can help with
    Pensions & retirement
  • M&G Wealth Advice

    Banstead
    FCA verified
    We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
    204
    £0+
    Can help with
    Pensions & retirement
  • Fairstone (Stoneleigh)

    Banstead
    FCA verified
    Please contact us for a free initial meeting to discuss a comprehensive financial planning audit.
    99
    £100k+
    Can help with
    Pensions & retirement
  • The Private Office

    Sutton
    FCA verified
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    28497
    £100k+
    Can help with
    Pensions & retirement
  • The Private Office

    Coulsdon
    FCA verified
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    28497
    £100k+
    Can help with
    Pensions & retirement
  • Humboldt Financial

    Sutton
    FCA verified
    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.
    5510
    £50k+
    Can help with
    Pensions & retirement
  • Fairstone Group

    Sutton
    FCA verified
    Fairstone incorporates one of the largest Chartered financial planning firms in the UK and is the number one rated wealth management house on Trustpilot.
    10907
    £0+
    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.