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

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  • Douglas Steers & Company

    London
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    4807
    £50k+
    Can help with
    Pensions & retirement

  • The Private Office

    Leatherhead
    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.
    27477
    £100k+
    Can help with
    Pensions & retirement

  • Fairstone Group

    Thames ditton
    FCA verified
    Fairstone incorporates one of the largest Chartered financial planning firms in the UK and is the number one rated wealth management house on Trustpilot.
    10509
    £0+
    Can help with
    Pensions & retirement
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  • Richard Mumford at Davenport Thomas

    Richmond
    FCA verified
    Professional advice service within an ethical and transparant charging structure. Holistic service, Core areas are Pension, Investment, Inheritance Tax planning
    90
    £50k+
    Can help with
    Pensions & retirement

  • Kellands Chartered Financial Planners

    Guildford
    FCA verified
    Kellands Chartered Financial Planners are independent financial advisers (IFAs) and Wealth Managers, offering quality financial planning and investment advice to both individuals and businesses in Cheshire, Greater Manchester and across the UK.
    28
    £250k+
    Can help with
    Pensions & retirement

  • Leagold Miller

    Tilford
    FCA verified
    “As trusted advisers to our clients for over 100 years, our ethos and level of client service continues today. At Leagold Miller our advisers look to provide you with Independent whole of market advice across all areas of your financial planning journey (Retirement Planning, Investment Planning and Protecting your family). We understand that the world of financial planning can be a difficult journey for many people, which is why our professional advisers will always go the extra mile to help educate you on your financial planning matters. We pride ourselves on holding your hand along your journey.”
    77
    £100k+
    Can help with
    Pensions & retirement

  • The Private Office

    Epsom
    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.
    27477
    £100k+
    Can help with
    Pensions & retirement

  • Fairstone Group

    Croydon
    FCA verified
    Fairstone incorporates one of the largest Chartered financial planning firms in the UK and is the number one rated wealth management house on Trustpilot.
    10504
    £0+
    Can help with
    Pensions & retirement

  • Sky Financial Ltd

    London
    FCA verified
    119
    £100k+
    Can help with
    Pensions & retirement

  • Keith Whitehead - True Potential LLP

    Farnham
    FCA verified
    I have joined True Potential Wealth Management as an experienced Financial Planner, with a wealth of knowledge and expertise, particularly in the complex areas of investments and pensions, including Defined Benefit/Final Salary advice.
    529
    £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.