Browse the Top Financial Advisers Serving Walton-on-Thames

Power Robbins provides execution-only investment services with competitive discounts, enabling clients to manage their own investments through platforms like Aegon and Fidelity. With over 30 years' experience, we prioritise transparent pricing, no hidden fees, and exceptional administrative support for self-directed investors.

Ethical Investment Co-operative Co-operative is a UK-based financial advisory firm specialising in ethical, environmental, and responsible investment solutions. Since 1997, we have provided independent advice on pensions, protection, and estate planning, ensuring clients' investments align with their values. Our transparent, client-centric approach combines industry expertise with a commitment to social responsibility.

Lloyd OSullivan is an independent financial advisory firm established in 1993, offering tailored solutions for pensions, mortgages, investments, and retirement planning. Based in Weybridge, Surrey, we serve clients nationwide with impartial advice focused on long-term financial security. Our client-first approach combines expertise, regulatory compliance, and personalized strategies to meet diverse financial goals.

Charterhall Associates provides comprehensive financial advisory services including pension planning, mortgage advice, investment management, and protection solutions. Established in 1987, we combine over three decades of experience with a client-centric approach, offering personalized financial strategies tailored to individual and business needs. Our services emphasize transparency, regulatory compliance, and long-term client relationships built on trust and expertise.

We provide independent financial advice covering pensions, mortgages, savings, investments and longterm care solutions. Our services focus on retirement planning, equity release and care home fee advice for clients across Berkshire, Bucks and Surrey. The primary purpose is to secure clients financial future with expert, transparent guidance.

Price Ferguson delivers independent financial advice tailored to every life stage. We specialise in financial planning, investment advice, retirement planning and protection solutions across Surrey and the South East. Our aim is to empower clients to achieve longterm security and peace of mind.

Partridge Muir & Warren is a Chartered Financial Planning firm based in Esher, Surrey, offering bespoke wealth management, investment advisory, and estate planning services. With over five decades of experience, we provide independent, client-centric solutions tailored to individuals, families, and charities. Our approach combines strategic financial planning, conservative investment management, and a commitment to long-term client relationships, ensuring transparency, expertise, and ethical service delivery.

Giles Warren Financial is an independent financial advisory firm offering bespoke wealth management and planning services. We specialise in pensions, investments, tax efficiency, and corporate financial solutions, combining decades of expertise with FCA-regulated professionalism. Our client-centric approach ensures tailored strategies aligned with individual financial objectives.

Anderson Sinclair is an independent financial advisory firm established in 1970, specialising in tailored financial planning and investment advice. Based in Leatherhead, we serve clients across the South-East of England and internationally, offering impartial guidance on pensions, mortgages, and wealth management. Regulated by the Financial Conduct Authority, our client-centric approach focuses on long-term relationships and transparent, risk-aware strategies.

Fairway Independent Financial Advisers provide expert financial planning services for individuals, families, and businesses in Surrey and surrounding areas. With over 65 years of combined experience, we specialise in investments, pensions, mortgages, protection, and equity release solutions. Our client-centric approach combines regulatory compliance with a commitment to long-term financial security through tailored advice and transparent communication.