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

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  • Wealth Stream

    Warlingham
    FCA verified
    Financial planning to help you do the things you choose and support the people you love.
    Recently added
    £150k+
    Can help with
    Pensions & retirement

  • Wingate Financial Planning

    Caterham valley
    FCA verified
    We specialise in helping individuals and families with their retirement plans. We have won numerous awards (which can be seen on our website) for retirement, investment, trust and tax planning as well as, more recently, ethical investing.
    196
    £100k+
    Can help with
    Pensions & retirement

  • The Private Office

    Caterham on the hill
    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.
    30561
    £100k+
    Can help with
    Pensions & retirement
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  • Canaccord Genuity Wealth Management (CGWM)

    Caterham on the hill
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    436
    £250k+
    Can help with
    Pensions & retirement

  • Hearnden Associates Limited

    Warlingham
    FCA verified
    Hearnden Associates are CII Chartered Financial Planners, providing solutions to your investment, retirement and pension planning as well as mortgage advice.
    20
    £0+
    Can help with
    Pensions & retirement

  • Character Financial Services

    Caterham on the hill
    FCA verified
    We are happy to cover the cost of an intial meeting to establish how we can help. This can be in person at a place of your choosing, in our office in Westerham, Kent, virtually (Zoom / Teams) or simply over the phone.
    104
    £0+
    Can help with
    Pensions & retirement

  • Douglas Steers & Company

    Coulsdon
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    6505
    £50k+
    Can help with
    Pensions & retirement

  • Monetary Solutions Limited

    Kenley
    FCA verified
    Holistic financial planners advising on Pensions, Investments, Mortgages, Long Term Care funding, Protection, Finance and Divorce and Equity Release
    58
    £0+
    Can help with
    Pensions & retirement

  • Fairey Associates Limited

    Oxted
    FCA verified
    With over 25 years of Industry experience, I offer Independent advice and an on going service as circumstances change.
    87
    £50k+
    Can help with
    Pensions & retirement

  • Canaccord Genuity Wealth Management (CGWM)

    Purley
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    436
    £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.