Find the 11 Best Financial Advisers in Surrey

Browse 11 financial advisers serving Surrey, including Leatherhead, Dorking and East Molesey, for personal and business financial planning. Review pensions, investment and retirement advice, read client feedback and contact suitable advisers about consultations.
We have over 15 years of experience in independent financial advisory services
Award-winning financial advisers in Guildford offering expert pension, investment, and wealth management services across Surrey and surrounding areas. FCA-regulated, client-focused solutions since 2007.
Financial Planning Investment Planning Pension Planning
Three generations of financial advisory expertise since 1972
Trusted family-run financial advisers in Dorking since 1972. Offering impartial guidance on pensions, investments, inheritance tax planning, and insurance tailored to your needs.
Pensions Investments Insurance
8 reviews
3D Financial Planning
14 Years
8 reviews
We offer multi-dimensional financial planning tailored to individual client needs.
3D Financial Planning offers tailored financial advisory services in Reigate, Surrey. Specialising in retirement planning, investment management, and tax-efficient strategies, we help clients achieve long-term financial security through holistic, client-c
Financial Planning Retirement Planning Investment Management
6 reviews
Lloyd OSullivan
33 Years
6 reviews
We prioritise client interests with impartial advice tailored to individual needs
Lloyd OSullivan provides independent financial planning services in Weybridge, Surrey, and nationwide. Specialising in pensions, mortgages, and retirement planning since 1993.
Financial Planning Retirement Advice Mortgage Consultancy
4 reviews
Partridge Muir & Warren
50+ Years
4 reviews
Established over 50 years with a track record of successful outcomes across generations
Award-winning Chartered Financial Planners in Esher, Surrey. Specialising in wealth management, investment advice, and estate planning for individuals and families since 1969.
Wealth Management Investment Management Financial Planning
Not rated yet
Charterhall Associates
39 Years
Not rated yet
We offer 30+ years of independent financial advisory experience
Independent financial advisers in Shepperton offering tailored pension, investment, and mortgage advice since 1987. FCA-regulated services with free initial consultations.
Pension Planning Investment Advice Mortgage Advice
We are independent financial advisers with access to the entire market
Independent financial advisers in Epsom & Ewell specialising in retirement planning, pension advice, and inheritance tax solutions. 15+ years' experience, 5-star rated, FCA regulated.
Retirement Planning Pension Advice Inheritance Tax Planning
We are authorised and regulated by the Financial Conduct Authority for compliance and client protection
Libra Financial Planning offers expert financial advice in West Byfleet, specialising in pensions, mortgages, investments, and protection. Trusted, regulated, and client-focused solutions.
Pension Planning Mortgage Advice Investment Management
Not rated yet
Integrity
Not rated yet
We are an independent, Chartered Financial Planning firm regulated by the Financial Conduct Authority.
Integrity provides tailored financial planning and independent advice across the UK. Specialising in retirement, tax, and inheritance planning with a sustainable investing approach.
Retirement Planning Tax Planning Inheritance Planning
Over 30 years of experience in execution-only transactions
Power Robbins offers execution-only financial services with market-leading discounts and exceptional personal support. Specialising in self-directed investment solutions since 1985.
Execution-only investments Life insurance service Discounted direct investing