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

Find the best FCA regulated financial advisers in Runnymede. Get expert help near you with pensions, investments, retirement planning and more
Runnymede, Surrey
Saltus Partners LLP

Saltus Partners LLP

Chertsey
Initial consultation free
FCA verified
Independent
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.
Clients
helped
1069
Minimum
wealth
£250k+
Meet the team
Phil Bevan
Lawrence Brady
Megan Jenkins
Jack Munday
Michelle Midgen
+18
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Virtus Financial Planning Limited

Virtus Financial Planning Limited

Addlestone
Initial consultation free
FCA verified
Restricted
Virtus Financial Planning has been providing financial advice for over 4 years. We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most.
Clients
helped
142
Minimum
wealth
£150k+
Meet the team
Simon Farrar
Charles Chambers
George Shaw
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Stockbroking services
Virtus Financial Planning Limited

Virtus Financial Planning Limited

Virginia water
Initial consultation free
FCA verified
Restricted
Virtus Financial Planning has been providing financial advice for over 4 years. We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most.
Clients
helped
142
Minimum
wealth
£150k+
Meet the team
Simon Farrar
Charles Chambers
George Shaw
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Stockbroking services
MPI Financial Advice

MPI Financial Advice

Virginia water
Initial consultation free
FCA verified
Independent
We provide a free update & advice service to help you understand your plans.
Clients
helped
8822
Minimum
wealth
£0+
Meet the team
S
Can help with
Pensions & retirement
Investments
Business
RBC Brewin Dolphin

RBC Brewin Dolphin

Egham
Initial consultation free
FCA verified
Restricted
Wealth management built around you - from one of the world's strongest banks.
Clients
helped
Recently added
Minimum
wealth
£250k+
Meet the team
S
M
D
J
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Sharia finance
Stockbroking services
Finsbridge Financial Planning

Finsbridge Financial Planning

Addlestone
Initial consultation free
FCA verified
Independent
We are a Chartered Financial Planning firm, providing independent financial planning, wills, trusts, mortgage, insurance and tax advice to private clients, trusts and small businesses. We are based at the Exeter Business Hub, Exeter St. David's Station.
Clients
helped
654
Minimum
wealth
£150k+
Meet the team
Rohit Rohela
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care
Mortgages
Humboldt Financial

Humboldt Financial

Virginia water
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
2561
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
Joss Gale at Westminster Wealth

Joss Gale at Westminster Wealth

Addlestone
Initial consultation free
FCA verified
Independent
Independent Financial Advice from a firm ranked 4th in the Financial Times Top 100 advice firms for 2023. Expertise. Fairly Priced.
Clients
helped
36
Minimum
wealth
£150k+
Meet the team
Joss Gale
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Evelyn Partners

Evelyn Partners

Chertsey
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
1077
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
Titan Wealth Planning Ltd

Titan Wealth Planning Ltd

Virginia water
Initial consultation free
FCA verified
Independent
AHR Private Clients is a UK High & Ultra High Net Worth provider of Independent Financial Advice within the UK offering a clear and focused proposition for the benefit of our clients retaining their interests at the heart of everything we do.
Clients
helped
847
Minimum
wealth
£250k+
Meet the team
L
G
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Frequently Asked Questions about Financial Advisers in Runnymede