Top 10 Independent (IFAs) & Restricted Financial Advisers in Chertsey
Find the best FCA regulated financial advisers in Chertsey. Get expert help near you with pensions, investments, retirement planning and more
Evelyn Partners
Chertsey
FCA verified
"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
765
Minimum
wealth
wealth
£500k+
Can help with
Pensions & retirement
Unique Financial
Chertsey
FCA verified
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
helped
150
Minimum
wealth
wealth
£100k+
Can help with
Pensions & retirement
Saltus Partners LLP
Chertsey
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.
Clients
helped
helped
981
Minimum
wealth
wealth
£250k+
Can help with
Pensions & retirement
Keith Whitehead - True Potential LLP
Chertsey
FCA verified
I have joined True Potential Wealth Management as an experienced Financial Planner, with a wealth of knowledge and expertise, particularly in the complex areas of investments and pensions, including Defined Benefit/Final Salary advice.
Clients
helped
helped
623
Minimum
wealth
wealth
£150k+
Can help with
Pensions & retirement
The Private Office
Addlestone
FCA verified
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
helped
38294
Minimum
wealth
wealth
£150k+
Can help with
Pensions & retirement
Finsbridge Financial Planning
Addlestone
FCA verified
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
helped
647
Minimum
wealth
wealth
£150k+
Can help with
Pensions & retirement
Mattioli Woods
Shepperton
FCA verified
With a client first approach, we deliver tailored, tax-efficient financial solutions, from investments and pensions to succession and estate planning. Offering transparent, fee based advice, you can us trust to achieve your financial ambitions.
Clients
helped
helped
Recently added
Minimum
wealth
wealth
£100k+
Can help with
Pensions & retirement
Humboldt Financial
Staines upon thames
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.
Clients
helped
helped
2452
Minimum
wealth
wealth
£50k+
Can help with
Pensions & retirement
Flying Colours Advice
Shepperton
FCA verified
Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
Clients
helped
helped
19939
Minimum
wealth
wealth
£250k+
Can help with
Pensions & retirement
In Partnership
Staines upon thames
FCA verified
We offer Independent Financial Advice and offer every client a bespoke solution to their needs. All 1st consultations are free so there is nothing to lose and everything to gain.
Clients
helped
helped
1008
Minimum
wealth
wealth
£500k+
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.