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

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

The Private Office

Woking
Initial consultation free
FCA verified
Independent
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
40015
Minimum
wealth
£150k+
Meet the team
Steffan Alemanno
Abigail Banks
Julian Frere
Roger Clarke
Matthew Cole
+37
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
Evelyn Partners

Evelyn Partners

Woking
Initial consultation free
FCA verified
Restricted
"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
1086
Minimum
wealth
£500k+
Meet the team
H
L
M
D
C
+6
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Stockbroking services
Fairstone Group

Fairstone Group

Woking
Initial consultation free
FCA verified
Independent
Fairstone is one of the top 10 wealth management companies in the UK with more than 50 offices across the country. With a 5-star Trustpilot rating and over 500 advisers, we offer a full range of financial advice and wealth management services.
Clients
helped
15287
Minimum
wealth
£0+
Meet the team
Roxanne Jarvis
Paul Lewington
Martin Green
Steven Richardson
Daniel Smith
+2
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Advanta Wealth

Advanta Wealth

Woking
Initial consultation free
FCA verified
Independent
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.
Clients
helped
1069
Minimum
wealth
£250k+
Meet the team
Matthew Young
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Brilliance Financial Planning

Brilliance Financial Planning

Guildford
Initial consultation free
FCA verified
Independent
We are highly approachable and happy to discuss your needs and options informally. Drop us a line to arrange a chat, free of charge.
Clients
helped
604
Minimum
wealth
£0+
Meet the team
Scott Taylor
Duncan Miles
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
Business
Long Term Care
Stockbroking services
Virtus Financial Planning Limited

Virtus Financial Planning Limited

Addlestone
Initial consultation free
FCA verified
Restricted
Virtus Financial Planning has been providing financial advice for over 4 years. We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most.
Clients
helped
143
Minimum
wealth
£150k+
Meet the team
Simon Farrar
Charles Chambers
George Shaw
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Stockbroking services
Fortis Wealth Management Ltd

Fortis Wealth Management Ltd

Woking
Initial consultation free
FCA verified
Restricted
We are proud to be a partner of M&G Advice. We’re qualified in financial planning and advise on a range of carefully selected products from Prudential and other providers.
Clients
helped
26
Minimum
wealth
£0+
Meet the team
Nicolas Pennells
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
ab

Alexander Bates Campbell Ltd

Woking
Initial consultation free
FCA verified
Independent
Experience, expertise and professionalism are at the heart of services provided by the whole team at Alexander Bates Campbell, addressing individual client needs both in the UK and abroad.
Clients
helped
86
Minimum
wealth
£150k+
Meet the team
Nigel King
L
M
I
R
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Expatriate finances
Business
Long Term Care
Evelyn Partners

Evelyn Partners

Woking
Initial consultation free
FCA verified
Restricted
"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
1086
Minimum
wealth
£500k+
Meet the team
H
L
M
D
C
+6
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Stockbroking services
Laithwaite Financial Services Ltd

Laithwaite Financial Services Ltd

Woking
Initial consultation free
FCA verified
Independent
A personal and professional service for pensions and investments.
Clients
helped
15
Minimum
wealth
£250k+
Meet the team
R
I
A
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Frequently Asked Questions about Financial Advisers in Woking