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

Find the best FCA regulated financial advisers in Waltononthames. Get expert help near you with pensions, investments, retirement planning and more

Balance Financial Planning

Walton on thames

FCA verified

We are here to help you achieve your financial goals. We'll work with you to provide clarity, independent expert advice, peace of mind, and a financial plan to help you live today, and secure tomorrow.

Clients
helped

104

Minimum
wealth

£250k+

Can help with

Pensions & retirement

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Evelyn Partners

Walton on thames

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

765

Minimum
wealth

£500k+

Can help with

Pensions & retirement

Start enquiry View profile

Bigmore Associates Ltd

Walton on thames

FCA verified

Our business is built on great relationships with our clients.

Clients
helped

320

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

Pilgrim Wealth Management Ltd

Walton on thames

FCA verified

With over 20 years’ experience in Financial Services providing the right advice in a relaxed and jargon free environment. We help you stay the course and build lasting financial peace.

Clients
helped

134

Minimum
wealth

£250k+

Can help with

Pensions & retirement

Start enquiry View profile

The Private Office

Walton on thames

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

38294

Minimum
wealth

£150k+

Can help with

Pensions & retirement

Start enquiry View profile

Fairstone Group

Walton on thames

FCA verified

Fairstone originated in the Northeast of England in 2008 and now has national coverage through a number of locally based offices. With a 5* Trustpilot rating & 14,250 reviews, Fairstone strive to be “The most trusted wealth management firm in the UK"

Clients
helped

14562

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

Retirement Solutions (UK) Ltd

Shepperton

FCA verified

We are one of the UK's leading Retirement Advice firms. Our expert Protection advisers can provide you with market leading quotes, without obligation. Whatever your need, wherever in the UK you are based, we are confident we will be able to help you.

Clients
helped

5975

Minimum
wealth

£0+

Can help with

Pensions & retirement

Start enquiry View profile

In Partnership

Shepperton

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

1008

Minimum
wealth

£500k+

Can help with

Pensions & retirement

Start enquiry View profile

Wren Sterling

Shepperton

FCA verified

We're an Independent Financial Adviser, working with private individuals and corporate clients. Whether you're looking to change your existing adviser or you're totally new to financial planning, Wren Sterling has a service to suit you.

Clients
helped

1868

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

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

19939

Minimum
wealth

£250k+

Can help with

Pensions & retirement

Start enquiry View profile

Show only advisers available for contact

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.