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

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.

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.

Independent, Whole of Market, Chartered Financial Adviser covering Surrey, Hampshire and Berkshire. 18 years’ experience in pensions, retirement planning, investments, inheritance, long term care and divorce or separation. Personal and unbiased advice!

Please contact if you have any worries about retirement plans or your pensions and investments, or would just like a chat

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.

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.

"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."

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.

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.

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.