Top 10 Independent (IFAs) & Restricted Financial Advisers in Surrey Heath

Find the best FCA regulated financial advisers in Surrey Heath. Get expert help near you with pensions, investments, retirement planning and more.
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  • Eight Financial Advice

    Camberley
    FCA verified
    Eight Financial Advice has been providing advice for over 20 years as a partner practice of St. James’s Place. We provide broad-based advice, mainly to directors, professionals and retirees, helping them with practical financial planning solutions.
    193
    £150k+
    Can help with
    Pensions & retirement

  • Chambers Financial Ltd

    Camberley
    FCA verified
    Comprehensive and independent financial planning services tailored to meet the unique needs of our clients.
    33
    £150k+
    Can help with
    Pensions & retirement

  • Evelyn Partners

    Camberley
    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."
    642
    £500k+
    Can help with
    Pensions & retirement
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  • Titan Wealth International

    Windlesham
    FCA verified
    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.
    655
    £250k+
    Can help with
    Pensions & retirement

  • In Partnership

    Camberley
    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.
    994
    £500k+
    Can help with
    Pensions & retirement

  • Touchstone Investment Advisers Ltd

    Camberley
    FCA verified
    We are a team of highly qualified financial advisers with extensive experience working with clients all over the UK seeking to maximize their pensions and investments.
    118
    £100k+
    Can help with
    Pensions & retirement

  • The Private Office

    Camberley
    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.
    37417
    £100k+
    Can help with
    Pensions & retirement

  • Douglas Steers & Company

    Windlesham
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    9479
    £50k+
    Can help with
    Pensions & retirement

  • Options Wealth

    Camberley
    FCA verified
    We give you a tailored option when it comes to your pension and investments or your money in general. We are the option for all.
    259
    £100k+
    Can help with
    Pensions & retirement

  • Advanta Wealth

    Windlesham
    FCA verified
    With Advanta it’s always personal. We offer professional financial planning, with a personal touch. It’s how we’ll help you plan for the future and grow your wealth in a way that’s just right for you. Your way.
    919
    £250k+
    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.