Best Financial Advisors in London

Handpicked from 62 vetted & reviewed Financial Planning & Wealth Management firms in the London area, explore the top 5 leaders in their field among the selected group of 24 finalists.

Humboldt Financial

Humboldt Financial

(23)
Portfolio Management, Final Salary & Benefits, Property & Mortgages
“I had noticed that my pension fund hadn't grown very much over a number of years so I contacted Francis at Humboldt for advice. Francis reviewed my pension fund and advised that it was quite risk adverse given my expectation and I should consider ...”
Transparent Fees & Pricing
33 Queen St Pl, London EC4R 1AP
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Castell Wealth Management

Castell Wealth Management

(30)
Signup to E-Briefing, Accessibility, St. James’s Place Funds
“We were introduced to James Lindley through a personal recommendation. Though we are still early days in navigating how to best set up our finances, James has been attentive, communicative, and always open to answer questions and provide recommendati...”
30 Lombard St, London EC3V 9BQ
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Legend Financial and Tax Advisers

Legend Financial and Tax Advisers

(30)
Wealth Management, Financial Modelling
“Legend Financial has been looking at my business and personals accounts for many years and inspires me every year. They take care of the tiny problems and even if I forget something or I am not fixing it they guide me in time. Fahad Latif, Syed and J...”
In Business Since 2014
CityGate House, 246-250 Romford Road, Stratford, Greater, London E7 9HZ
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Matrix Estate Planning Limited

Matrix Estate Planning Limited

(1)
Lasting Power of Attorney, Probate, Inheritance Tax Planning
“Text message received from Maureen in Torquay on the 12th of August 2022 I was very pleased u explained things so well thank you once again”
Emergency Services
In Business Since 2021
219 Kensington High St, London W8 6BD
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W8 Advisory

W8 Advisory

(1)
“W8 Advisory's Next Gen Summer Programme was very informative. It helped me put my priorities into perspective and plan for the future.I strongly encourage young people to attend the next programme.”
Family Business
In Business Since 2014
51 Holland St, London W8 7JB
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
95 (100)
Minimum Reputation Rank
97.5 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
Lewis & Co

Lewis & Co

(2)
Services For Individuals, Services For Businesses
“Lewis & Co helped me setup my business and have now looked after me for 4 years plus. The guys are always responsive and get things resolved quickly and efficiently. I would recommend Lewis & Co to anyone, whether a one man band or a larger business.”
In Business Since 2005
134 London Rd, Southborough, Tunbridge Wells TN4 0PL
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First Wealth

First Wealth

(30)
Wealth Management, Tax Planning, Financial Coaching
“Rob, Robert & Sam are all an absolute pleasure to deal with and have been excellent in helping me manage my investments and with my financial planning for our future. The team offer practical advice in a clear and easy to understand way. More impo...”
Family Business
Transparent Fees & Pricing
6 Broadstone Pl, London W1U 7EN
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F9 Consulting - Accountants Canary Wharf

F9 Consulting - Accountants Canary Wharf

(30)
Personal Tax Accountants, Accountancy Payroll Services, UK Tax Advice Specialists
“Following the passing of both my parents, we retained my father's accountant, Anthony Burrell, to file their business tax returns. My father has used this firm for a number of years and had always spoken highly of Anthony Burrell and the service he p...”
Free Initial Consultation
Transparent Fees & Pricing
29th & 37th Floors, One Canada Square, London E14 5AA
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Oasis Accountants Limited

Oasis Accountants Limited

(29)
Individual Accounting, Estate Planning, Wealth Management
“I have been with Oasis for last 5 years or so. Venkatesh is my prime contact with others helping around Payroll etc. I am really happy and very satisfied with the services from Oasis. They are so organised and very prompt in communicating about the u...”
Free Initial Consultation
Offers Financing Options
Building 3, Chiswick Park, 566 Chiswick High Rd., Chiswick, London W4 5YA
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Antony Batty & Co

Antony Batty & Co

(30)
Company Administrations, Including Pre Pack Administrations, Company Voluntary Arrangements
“I was referred to Antony Batty and Co by a friend and I am glad I was. All the team were consummate professionals throughout and I was lucky to be supported by Claire and Sheniz. They took the pain out of what was a very difficult and unsettling ti...”
Licensed
Transparent Fees & Pricing
In Business Since 2002
Gray's Inn, 3 Field Court, London WC1R 5EF
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Omer & Company

Omer & Company

(29)
Year-End Accounts, Tax – Personal & Business, Bookkeeping and Management Accounts
“I was initially introduced to Pomfrey's (Now Omer & Co Accountants) and, in particular to Jenny, some 3 years ago. My previous accountant of 13 years had sadly passed away. So, to find a great accountant with the one you can bestow your trust in is n...”
Free Initial Consultation
7, Chequers Parade, Passey Pl, London SE9 1DD
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Compton Financial Services

Compton Financial Services

(29)
Residential, Equity Release, Commercial
“First and foremost, if you are not using Martin Rayner for mortgage advise and to secure you the best mortgage deal then you are not giving yourself the best chance. Martin is one of the nicest and friendliest financial professionals I have ever c...”
Free Initial Consultation
60 High St, London SW19 5EE
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Clifford Davis Financial Planning

Clifford Davis Financial Planning

(30)
General Insurance, Legal, News Blog
“We've used Clifton for our two house moves and mortgage renewals and other insurance products for 10+ years and would wholeheartedly recommend his services. Clifton has found us some great deals but is always careful to ensure we understand all the o...”
Suite No 106 The Brentano Suite, 2 Athenaeum Rd, London N20 9AE
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KDW Independent Financial Planning

KDW Independent Financial Planning

(30)
Investments, Commercial, Equity Release
“Nicholas Turner has been a really exceptional mortgage advisor. I've been really impressed with his sound, calm and knowledgeable advice. We quickly built up a rapport, and he was great at helping us to navigate a difficult process for securing a m...”
Centurion House, 136-142 London Rd, St Albans AL1 1PQ
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1st Class Accounts

1st Class Accounts

(30)
Contractor Accounting, Payroll & Paye, Not For Profit Organisations
“1st class accounts manages all of my accountancy, they take away any stress of sorting through my business finances, doing VAT returns etc etc. The customer service is great, and as a new business owner I had quite a few questions and queries - they ...”
320 City Rd, London EC1V 2NZ
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Lifetime Capital

Lifetime Capital

(30)
Solicitors & Conveyancing, Forex & Currency Transfers, Surveys & Valuations
“Lifetime Capital have gone above and beyond to deliver for me in securing my mortgage and finalising my property. They have been open and honest from the beginning, managing my expectations and helping me get the most from my circumstances. Lifetim...”
80 Coleman St, London EC2R 5BJ
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Kala Atkinson

Kala Atkinson

(30)
Corporation TAX, Eis, Seis and R&D, VAT & Paye FOR THE Small Business
“Kala helped me with both personal self assessment and closing of an historical partnership (which had accrued penalty fees). They wen't above and beyond to help with my individual case and managed to complete an appeals process for return of my penal...”
ACCA, CHARTERED, AND Certified
43 Upton Ln, London E7 9PA
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Tees Law

Tees Law

(28)
  • Property
  • Advice
  • Employment
“I wanted to say a huge thank you to Marie Rogers and her team, Kelly Devlin and Cameron Maxwell, for all of their incredible help with the sale of our previous home and purchase of our new home. An incredibly busy time, with the housing market and...”
Transparent Fees & Pricing
In Business Since 2010
Tees House, 95 London Rd, Bishop's Stortford CM23 3GW
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True Dynamic Accountants & Tax Advisors

True Dynamic Accountants & Tax Advisors

(23)
Accountancy, Property Accounts, VAT
“I have been with True Dynamic for 15 years and extremely happy with the high performing services received to date! I am very particular about customer service delivery being informative clear and concise and this has been true to its form. I highly r...”
Transparent Fees & Pricing
In Business Since 2003
6 Lloyd's Ave, London EC3N 3AX
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Holder and Combes

Holder and Combes

(29)
Retirement Planning & Pension Advice, Tax Planning, Insurance: Personal, Family & Business
“For years I thought that having a financial adviser seemed pointless: my MBA schooled head said that in a world of cheap market-matching trackers giving away a fraction of your earnings for uncertain extra performance was foolish. I dabbled in a few ...”
Transparent Fees & Pricing
Family Business
In Business Since 2008
20 Little Britain, London EC1A 7DH
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Rose Capital Partners - Mortgage Advisors London

Rose Capital Partners - Mortgage Advisors London

(30)
  • Communication
  • Insurance
  • Options
“Bronwyn and the team have been superb throughout the process of our remortgage. We had various obstacles along the way but we felt in good hands and fully trusted what was happening as it was explained clearly to us so we knew what was happening. Thi...”
Berkeley Square House, Berkeley Square, London W1J 6BD
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Charles Cameron & Associates

Charles Cameron & Associates

(30)
  • First Time Buyer
  • Number
  • Solicitors
“We used Charles Cameron as our mortgage broker on a recent property purchase and can't recommend them highly enough. As first-time buyers, we had lots of questions and Sergey was extremely easy to deal with and readily available to help. Our question...”
15+ Years Experience
154, Blackfriars Foundry, 156 Blackfriars Rd, London SE1 8EN
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Cooper & Parks Financial Services

Cooper & Parks Financial Services

(30)
  • Team
  • Remortgage
  • Questions
“David and Hayley assisted my partner and I in purchasing our first home. David is my partners uncle and despite the close connection, there was still an incredibly high service level and professionalism in obtaining a mortgage - prior to coming to Co...”
Suite 4b, 106 98, Elmhurst, High Rd, London E18 2QH
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Cameron James - UK & Expat Financial Advice

Cameron James - UK & Expat Financial Advice

(30)
  • Company
  • Efficient
  • Information
“Really good experience with Cameron James! I got in touch with them after seeing Dominic's youtube videos on UK Defined Benefit Pension transfers. The videos by themselves were hugely beneficial in giving me the background information behind the D...”
Emergency Services
124 City Rd, London EC1V 2NX
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Retirement Planning and Investment Management Services Near You Cost Estimates

Minimum cost
£1289
Maximum cost
£10941
National Average
£3862
Avg Per Hour Rates
£388
£2575
£7081
Average price range is based on 821 cost profiles
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National Average £3862
Minimum cost £1289
Maximum cost £10941
Avg Per Hour Rates £388

Average price range $2575 to $7081 is based on 821 cost profiles.

Why these companies made our list

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