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

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  • Roxborough Wealth Management & Mortgages

    Woking
    FCA verified
    We care and always go the extra mile. Our clients feel they are part of the Roxborough family. Our service is totally bespoke.
    142
    £100k+
    Can help with
    Pensions & retirement

  • Flying Colours Advice

    Woking
    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.
    19061
    £150k+
    Can help with
    Pensions & retirement

  • The Private Office

    Woking
    FCA verified
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    33140
    £100k+
    Can help with
    Pensions & retirement
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  • AHR Private Clients

    Woking
    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.
    314
    £150k+
    Can help with
    Pensions & retirement

  • Laithwaite Financial Services Ltd

    Woking
    FCA verified
    A personal and professional service for pensions and investments.
    13
    £250k+
    Can help with
    Pensions & retirement

  • Brilliance Financial Planning

    Guildford
    FCA verified
    We are highly approachable and happy to discuss your needs and options informally. Drop us a line to arrange a chat, free of charge.
    570
    £0+
    Can help with
    Pensions & retirement

  • Canaccord Genuity Wealth Management (CGWM)

    Woking
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    671
    £500k+
    Can help with
    Pensions & retirement

  • Evelyn Partners

    Woking
    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."
    58
    £500k+
    Can help with
    Pensions & retirement

  • Saltus Partners LLP

    Woking
    FCA verified
    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.
    714
    £250k+
    Can help with
    Pensions & retirement

  • The Private Office

    Woking
    FCA verified
    Independent, Chartered financial planning firm, as well as our normal face-to-face meeting we are offering online and telephone advice.
    33140
    £100k+
    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.

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.