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

Find the best FCA regulated financial advisers in Godalming. Get expert help near you with pensions, investments, retirement planning and more
Godalming, Waverley, Surrey
The Private Office

The Private Office

Godalming
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
Evelyn Partners

Evelyn Partners

Godalming
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
Bramley Financial Planning

Bramley Financial Planning

Godalming
FCA verified
Now back taking face to face meetings. Also Zoom or Skype sessions during Covid-19. Please contact if you have any worries about retirement plans or your pensions and investments, or would just like a chat
Clients
helped
469
Minimum
wealth
£250k+
Can help with
Pensions & retirement
Atticus Financial Planning Ltd

Atticus Financial Planning Ltd

Godalming
FCA verified
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
53
Minimum
wealth
£250k+
Can help with
Pensions & retirement
Capel Alley Wealth Management

Capel Alley Wealth Management

Godalming
FCA verified
With more than 15 years’ experience in financial services, we have the expertise necessary to help clients navigate the complexities of taxation, investments, and the various financial planning issues that arise through one’s lifetime.
Clients
helped
15
Minimum
wealth
£150k+
Can help with
Pensions & retirement
Temple Wealth Management Ltd

Temple Wealth Management Ltd

Godalming
FCA verified
We understand our success depends upon you achieving your financial objectives, providing you with clear, simple plans and proposals. Working with private clients, trustees and business owners in the South East, guiding them through their financial needs.
Clients
helped
52
Minimum
wealth
£100k+
Can help with
Pensions & retirement
Yasmin Barlow-Mills  De Mellow & Co

Yasmin Barlow-Mills De Mellow & Co

Witley
FCA verified
de Mellow & Co has delivered financial advice for over 30 years. We specialise in goals-based financial planning for clients who value structured, long-term advice tailored to their objectives. I am one of nine advisers within the practice.
Clients
helped
Recently added
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Evelyn Partners

Evelyn Partners

Bramley
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
Titan Wealth International

Titan Wealth International

Bramley
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.
Clients
helped
737
Minimum
wealth
£250k+
Can help with
Pensions & retirement
Edengate

Edengate

Bramley
FCA verified
Navigating you through life's journey in order to make your dreams come true.
Clients
helped
149
Minimum
wealth
£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.

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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.