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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
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
2548
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
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
131
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
Atticus Financial Planning Ltd

Atticus Financial Planning Ltd

Virginia water
Initial consultation free
FCA verified
Independent
We believe in the importance of money, not as an end in itself, but as a facilitator of dreams. We charge fixed fees for truly independent advice on retirement, pensions, investments, savings, IHT mitigation, estate planning and protection.
Clients
helped
54
Minimum
wealth
£250k+
Meet the team
Abraham Uys
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
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
8664
Minimum
wealth
£0+
Meet the team
S
Can help with
Pensions & retirement
Investments
Business
Jake Bartlett Clearwater Wealth Management

Jake Bartlett Clearwater Wealth Management

Egham
Initial consultation free
FCA verified
Restricted
I’m a Chartered Accountant turned Financial Planner, helping individuals and families gain clarity and confidence with retirement, investments, tax, and estate planning through tailored, proactive strategies focused on life goals, not products.
Clients
helped
< 10
Minimum
wealth
£100k+
Meet the team
J
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
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
The Private Office

The Private Office

Addlestone
Initial consultation free
FCA verified
Independent
Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.
Clients
helped
39605
Minimum
wealth
£150k+
Meet the team
Steffan Alemanno
Abigail Banks
Julian Frere
Roger Clarke
Matthew Cole
+47
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Unique Financial

Unique Financial

Chertsey
Initial consultation free
FCA verified
Independent
Looking for financial advice that puts you first? At Unique Financial, we're not just about numbers—we're about people. Our experienced advisers take the time to understand what's important to you, crafting personalised financial strategies.
Clients
helped
179
Minimum
wealth
£100k+
Meet the team
Josh Webb
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
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
1045
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
GP Wealth

GP Wealth

Virginia water
Initial consultation free
FCA verified
Independent
Planning for a comfortable financial future takes time and knowledge. Identifying and setting your goals is the first step to success. Having goals gives focus and direction. That's where GP Wealth can help.
Clients
helped
Recently added
Minimum
wealth
£100k+
Meet the team
Euan Buckland
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Business
Long Term Care
Frequently Asked Questions about Financial Advisers in Runnymede