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    Financial Advisors London Near Me

    Plutus Wealth Management Holder and Combes Find Financial Advisers - Independent Financial Advisors London Buckingham Gate Chartered Financial Planners IMC Financial Services Clara Wealth Management, IFA Chiswick Capricorn Wealth Management IFS Wealth & Pensions Independent James Capital Asset Management Black Swan Financial Planning Fernbank Wealth - Chartered Financial Planner/Adviser/Tax Gem & Co Financial Services LLP
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    1. First Wealth - City of Westminster

    · 78 reviews

    6 Broadstone Pl, London, W1U 7EN, United Kingdom

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    1. 1. Committed to changing financial futures: We're not just about making money, we're about creating a happy life filled with purpose.
    2. 2. Certified B Corp: We balance profit with the environment, our clients, our community, and our team.
    3. 3. Named Chartered Financial Planning Firm of the Year: Recognized for client centricity, innovation, and unparalleled investment in our people.
    4. 4. Founded in aftermath of 2008 financial crisis: We believe there's a better way of doing things in financial planning.
    5. 5. Personalized financial planning: Our team is ready to help you live life on your terms and achieve your goals.

    2. Plutus Wealth Management - City of London

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    · 27 reviews

    9 Bridewell Pl, London, EC4V 6AW, United Kingdom

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    1. 1. Personalized financial planning: Tailor-made advice to make the most of your finances and secure your future with Plutus.
    2. 2. Unique approach: No one-size-fits-all - we get to know you and your financial journey to create a customized plan.
    3. 3. Comprehensive services: From retirement planning to tax advice, we offer a range of services to help you meet your financial goals.
    4. 4. Trusted advisors: Our team of independent financial advisers will partner with you at every stage, without jargon or hidden agendas.
    5. 5. Transparent process: From initial meeting to annual reviews, we keep you informed and involved in your financial plan for peace of mind.

    3. Holder and Combes - City of London

    · 31 reviews

    20 Little Britain, London, EC1A 7DH, United Kingdom

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    1. 1. Expert Financial Advice: Trust our Chartered Financial Planners in London for top-notch guidance on pensions, investments, and more.
    2. 2. Personalized Financial Planning: Let us help you navigate complex financial scenarios and create a tailored plan for your future.
    3. 3. Professional Qualifications: Our team of Certified Financial Planners have the expertise and experience to guide you towards financial success.
    4. 4. Independent & Trustworthy: As IFAs regulated by the FCA, we offer unbiased advice and access to the entire financial market.
    5. 5. Comprehensive Services: From retirement planning to estate management, our range of services covers all your financial needs.

    4. Find Financial Advisers - Independent Financial Advisors London - City of Westminster

    · 5 reviews

    3rd Floor, 14 Hanover Street, Hanover Square, London, W1S 1YH, United Kingdom

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    5. Sterling & Law Independent Financial Advisers, IFA London City - City of London

    · 7 reviews

    1 Royal Exchange, London, EC3V 3LF, United Kingdom

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    1. 1. Unbiased advice from professional advisors who take the time to understand your needs and provide quality solutions tailored to you.
    2. 2. Responsive and engaged team that offers proactive support, especially during challenging times, ensuring a reliable and trustworthy service.
    3. 3. Maximized growth in investments through actively managed funds, resulting in long-term financial benefits and a solid partnership with experienced advisors.
    4. 4. Refreshing and down-to-earth approach combined with high professionalism, creating a relationship based on trust and quality service for the future.
    5. 5. Outstanding platinum service leading to a long-term financial relationship, where personalized advice considers all personal circumstances for optimal results.

    6. Buckingham Gate Chartered Financial Planners - City of Westminster

    · 35 reviews

    25A Northumberland Ave, London, WC2N 5AP, United Kingdom

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    1. 1. Personalized Financial Planning: Tailored services to reduce Inheritance Tax and protect your estate for your loved ones.
    2. 2. Expert Team: Highly qualified Chartered Financial Planners offering advanced estate planning solutions and holistic financial advice.
    3. 3. Elegant Simplicity: Transforming complex financial situations into worry-free solutions for true financial peace of mind.
    4. 4. Discovery Meeting: A fixed fee consultation to understand your goals and create a personalized financial and life plan.
    5. 5. Financial Freedom: Invest in your future with recommendations to grow and protect your wealth, ensuring you live the life you want.

    7. IMC Financial Services - London Borough of Richmond upon Thames

    · 274 reviews

    Lambourn House, 17 Sheen Ln, London SW14 8HY, United Kingdom

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    1. 1. Qualified experts in mortgages, insurance, and estate planning all under one roof for comprehensive financial support.
    2. 2. Personalized service with knowledgeable professionals like Jacqui, Gary, and Vimi who go above and beyond for each client.
    3. 3. Exceptional customer feedback highlighting the stress-free, smooth process and money-saving benefits of working with IMC.
    4. 4. Extensive experience in the mortgage sector ensures access to the latest products, developments, and legislation for the best deals.
    5. 5. Highly professional team of mortgage brokers, protection advisers, and support staff dedicated to providing excellent service and financial solutions.

    8. Westminster Wealth Management LLP - City of London

    · 19 reviews

    Chronicle House, 72-78 Fleet Street, London EC4Y 1HY, United Kingdom

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    1. 1. Expert Financial Advice: Our team-based approach offers a unique blend of skills for all your wealth matters.
    2. 2. Top Ranked: Ranked 4th in the Financial Times Top 100 Financial Advisers Awards, showcasing our commitment to excellence.
    3. 3. Personalized Service: Tailored advice based on your risk appetite, ensuring the most suitable financial products for you.
    4. 4. Exceptional Support: Our advisors go above and beyond to guide you through complex financial situations with clarity and support.
    5. 5. Specialized Solutions: From securing care for elderly relatives to guiding first-time buyers, we provide tailored financial solutions for all.

    9. Clara Wealth Management, IFA Chiswick - London Borough of Hounslow

    · 10 reviews

    106 St Albans Ave, London, W4 5JR, United Kingdom

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    1. 1. Impartial & independent financial advice tailored to align your finances with your life goals for a secure future.
    2. 2. Gain clarity, confidence, and control over your financial plan with unbiased guidance from Clara Wealth Management.
    3. 3. Discover how to maximize your legacy for the next generation with expert advice from a 25-year finance veteran.
    4. 4. Benefit from a methodical and analytical approach to investments that truly puts you in control of your financial future.
    5. 5. Trust in the expertise of a Chartered Financial Advisor who prioritizes your best interests and offers fairly priced advice.

    10. Wexdon Financial Services - IFA London - Royal Borough of Kensington and Chelsea

    · 5 reviews

    60 Slaidburn St, London, SW10 0JW, United Kingdom

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    1. 1. Expert Financial Guidance: Richard Briggs at Wexdon offers tailored advice on mortgages, annuities, and more for all financial needs.
    2. 2. Industry Knowledge: With certifications and experience, Richard ensures a high level of academic knowledge in the financial industry.
    3. 3. Compliance and Ethics: Wexdon follows FSA guidance on how Independent Financial Advisors should conduct themselves, ensuring transparency and integrity.
    4. 4. Personalized Service: Richard's consultations are informative and helpful, making him a trusted advisor for all financial matters.
    5. 5. Specialized Offerings: Wexdon provides lifetime mortgages with personalized illustrations, catering to unique financial needs with expertise and care.

    11. Arkenstone Wealth Management Ltd - London Borough of Wandsworth

    · 20 reviews

    hyde park house, 5 Manfred Rd, London SW15 2RS, United Kingdom

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    1. 1. Plan for financial freedom and safeguard your future with our expert Independent Financial Advice in Wimbledon, London.
    2. 2. Let us help you develop crystal-clear goals and construct a financial roadmap to bring your personal vision to life.
    3. 3. Our WealthPath™ service is designed to help you get more from your money and get more from life.
    4. 4. Join our satisfied clients in Putney, Fulham, Richmond, and beyond who have achieved a richer life with our guidance.
    5. 5. Contact us today to find out how we can help you achieve a happier, more rewarding life through financial independence.

    12. Capricorn Wealth Management - London Borough of Hammersmith and Fulham

    · 839 reviews

    1 Queen Caroline St, London, W6 9YN, United Kingdom

    Address Website WhatsApp
    1. 1. Expert Mortgage Advice: Our diverse team offers tailored recommendations on a wide range of mortgage products for your unique needs.
    2. 2. Global Reach: With advisers from around the world, we provide services in multiple languages to ensure clear communication and understanding.
    3. 3. Industry Reputation: Established in 2005, Capricorn is known as one of London's top performers in the financial sector. Discover why.
    4. 4. Environmental Impact: Join us in planting a forest in Kenya with Evertreen - one tree for every completed mortgage, making a positive difference.
    5. 5. Client-Centered Approach: Our focus is on safeguarding your financial future with bespoke advice and exceptional service tailored to your individual needs.

    13. IFS Wealth & Pensions - London Borough of Haringey

    · 31 reviews

    45 Rusper Rd, London, N22 6RA, United Kingdom

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    1. 1. Life is not a rehearsal - We help you achieve the lifestyle you desire through personalized financial planning and guidance.
    2. 2. Client-focused journey - We work with like-minded individuals to create a financial plan that aligns with your life goals and aspirations.
    3. 3. Empowering financial freedom - We believe in giving you the tools to live life on your terms, with security, freedom, and time for loved ones.
    4. 4. Clarity and control - As Chartered Financial Planners, we provide solutions tailored to your needs, ensuring confidence in your financial future.
    5. 5. Visualizing your financial future - We graphically illustrate your goals and concerns, offering advice to help you maintain the lifestyle you desire.

    14. Independent James - London Borough of Islington

    · 162 reviews

    14 Clerkenwell Green, London, EC1R 0DP, United Kingdom

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    1. 1. Expertise in Mortgages: Our independent advisers specialize in finding the right mortgage tailored to your unique needs.
    2. 2. Save Thousands: Access to a wide range of lenders allows us to secure the best rates, potentially saving you thousands.
    3. 3. Personalized Service: We go the extra mile to make the mortgage process stress-free, acting as your agent and guiding you through.
    4. 4. Transparent and Flexible: Our services are transparent, personable, and flexible, with a focus on customer care and long-term goals.
    5. 5. Specialist Advice: Whether you're self-employed or a landlord, we provide expert advice to maximize your profit potential in the market.

    15. Capital Asset Management - City of London

    · 22 reviews

    1 College Hill, London, EC4R 2RA, United Kingdom

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    1. 1. Personalized Financial Planning: Discover your Magic Number for financial independence with our Future Map document.
    2. 2. Intelligent Investing™: Benefit from Nobel Prize-winning research for a secure portfolio managed by our independent firm.
    3. 3. Your Wealth Planner: Experience a holistic approach to financial planning with emotional intelligence and exemplary expertise.
    4. 4. Award-Winning Firm: Trust our Chartered status and FCA regulation for ethical and professional wealth management services in London.
    5. 5. Life-Enriching Experience: Let us reinvigorate your passion for growth and change while securing your family's future.

    16. Stadden Forbes Wealth Management - City of Westminster

    · 66 reviews

    40 Grosvenor Gardens, London, SW1W 0EB, United Kingdom

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    1. 1. Expert Financial Advisors: Knowledgeable team led by Robert Forbes offers personalized wealth management solutions with patience and clarity.
    2. 2. Effortless Mortgage Solutions: Stadden Forbes makes the complex process of securing a mortgage easy, quick, and rewarding for clients.
    3. 3. Trusted Wealth Management Partner: Beyond duty support and invaluable advice make Stadden Forbes a reliable choice for financial planning needs.
    4. 4. First-Time Buyer Support: Friendly and professional team helps navigate the overwhelming process of buying a first home with ease.
    5. 5. Transformational Financial Guidance: Stadden Forbes guides clients from financial chaos to stability with responsive and valuable advice.

    17. Black Swan Financial Planning - City of London

    · 16 reviews

    34-37 Liverpool St, London, EC2M 7PP, United Kingdom

    Address Website WhatsApp
    1. 1. Personalized Service: Our team at Black Swan Financial Planning puts clients at the very centre of our financial planning service.
    2. 2. Experienced Professionals: Established in 2000, we are one of the top independent financial adviser firms in the UK.
    3. 3. Client Satisfaction: Feedback is crucial to us, helping us provide the best service and achieve clients' financial goals.
    4. 4. Trustworthy Advisors: Our team of knowledgeable advisers and dedicated support staff ensure confidence and security in managing wealth.
    5. 5. Recommendation-Worthy: Clients would recommend us to friends, family, or colleagues for our caring, professional, and efficient financial services.

    18. Fernbank Wealth - Chartered Financial Planner/Adviser/Tax - London Borough of Camden

    · 9 reviews

    2 Belsize Cres, Belsize Park, London, NW3 5QU, United Kingdom

    Address Website WhatsApp
    1. 1. Personalized Financial Planning: Tailored services to help you achieve your financial goals and live the life you desire.
    2. 2. Expert Guidance: Benefit from the knowledge and experience of a trusted advisor to navigate the complex financial landscape.
    3. 3. Responsible Investing: Make a positive impact on the world while building a sustainable future for yourself and future generations.
    4. 4. Accessible Support: Receive timely and comprehensive advice whenever you need it, ensuring you are always informed and empowered.
    5. 5. Trustworthy Partner: Count on a reliable and transparent financial planner who puts your best interests first, providing peace of mind for your future.

    19. Gem & Co Financial Services LLP - London Borough of Merton

    · 8 reviews

    Tuition House, 27-37 St George's Rd, London SW19 4EU, United Kingdom

    Address Website WhatsApp
    1. 1. Personalized Financial Planning: Gem provides tailored financial plans to help clients achieve their goals and secure their financial future.
    2. 2. Professional Expertise: As a Chartered and Accredited firm, Gem offers top-notch financial advice and service of the highest standard.
    3. 3. Client-Centered Approach: Gem treats clients with respect, courtesy, and care, ensuring they feel valued and understood throughout the process.
    4. 4. Specialized Expertise: Gem has specific expertise in working with individuals planning for retirement, investment portfolio reviews, and achieving financial goals.
    5. 5. Recommendation-Worthy Service: Clients highly recommend Gem for their excellent financial advice, personalized plans, and commitment to helping clients achieve their financial aspirations.
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