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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
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
602
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
131
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
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
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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
84
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
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
39611
Minimum
wealth
£150k+
Meet the team
Steffan Alemanno
Abigail Banks
Julian Frere
Roger Clarke
Matthew Cole
+47
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Mortgages
Titan Wealth International

Titan Wealth International

Woking
Initial consultation free
FCA verified
Independent
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
826
Minimum
wealth
£150k+
Meet the team
L
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Saltus Partners LLP

Saltus Partners LLP

Woking
Initial consultation free
FCA verified
Independent
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.
Clients
helped
1045
Minimum
wealth
£250k+
Meet the team
Phil Bevan
Lawrence Brady
Megan Jenkins
Jack Munday
Michelle Midgen
+18
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
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
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
22
Minimum
wealth
£0+
Meet the team
Nicolas Pennells
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
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
39611
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
Frequently Asked Questions about Financial Advisers in Woking