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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.

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Healys

Healys

(47)
  • Sale
  • First Time Buyers
  • House
“This may seem like a typical post, where a satisfied client writes a review about the company, gives it 5 stars, says how great they were, posts, and carries on. Let this not be that ! So, I'm sure each experience is unique, but when you feel like...”
Transparent Fees & Pricing
In Business Since 1998
15-17 Jockey's Fields, London WC1R 4BW
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1st Class Accounts

1st Class Accounts

(50)
Contractor Accounting, Payroll & Paye, Not For Profit Organisations
“1st Class Accounts has been instrumental in streamlining my business finances. Their team offers top-notch expertise and exceptional attention to detail, providing peace of mind with their thorough and proactive approach. Communication is prompt and ...”
320 City Rd, London EC1V 2NZ
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Oasis Accountants Limited

Oasis Accountants Limited

(50)
Individual Accounting, Oasis Umbrella  , Wealth Management
“We want to express our sincere appreciation for the exceptional services provided by your team in the realm of accounting and compliance. Since our partnership began with Oasis in 2017, the experience has been nothing short of exemplary. Your team...”
Free Initial Consultation
Offers Financing Options
Office Gold, Building 3, 566 Chiswick Park, Chiswick High Rd., Chiswick, London W4 5YA
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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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Strategic Wealth Partners

Strategic Wealth Partners

(2)
“I have recently moved my investments to Strategic Wealth Partners after an initial meeting with Amyr where is insight, knowledge, integrity and clear communication style convinced me very quickly that moving and putting my trust in him and the Team w...”
Transparent Fees & Pricing
The Smith, 145 London Rd, Kingston upon Thames KT2 6SR
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
95 (100)
Minimum Reputation Rank
99.4 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
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First Wealth

First Wealth

(50)
Cash Flow Modelling
“I have been a client of Anthony Villis and First Wealth for over 10 years. They look after the investment strategy for myself and my wife and over the years we have asked them to also help with the wider family. The focus has always been on investm...”
Transparent Fees & Pricing
6 Broadstone Pl, London W1U 7EN
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Compton Financial Services

Compton Financial Services

(46)
First Time Buyer, Insurance, Buy To Let
“I was looking for a mortgage advisor who wasn't tied in to any particular estate agency or lender but could search across the market to find a deal which was best for my circumstances. I spoke with a few different agents but as soon as I spoke with ...”
Free Initial Consultation
Transparent Fees & Pricing
60 High St, London SW19 5EE
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Antony Batty & Co

Antony Batty & Co

(50)
Company Administrations, Including Pre Pack Administrations, Company Voluntary Arrangements
“I was recommended to choose Antony Batty & Co by my firm of Accountants, when I wanted to retire and close my two small engineering companies. I attended a meeting at the Gray's Inn offices, where I met with Stephen Evans & Sharan Acharya and a MVL w...”
Licensed
Transparent Fees & Pricing
In Business Since 2002
Gray's Inn, 3 Field Court, London WC1R 5EF
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Humboldt Financial

Humboldt Financial

(50)
Portfolio Management, Final Salary & Benefits, Property & Mortgages
“Like most people when approaching retirement I was familiar with some of the facts and ignorant to others. I was also mindful of the horror stories of scams. I went for a free interview with Pension Wise and they pointed me in the direction of Unbia...”
Transparent Fees & Pricing
33 Queen St Pl, London EC4R 1AP
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Omer & Company

Omer & Company

(47)
Year-End Accounts, Tax – Personal & Business, Bookkeeping and Management Accounts
“Omer and Company helped me through the process of completing my capital gains tax after selling a property. This was the first time I had to complete any complicated tax returns and I can say that the service I received from Melisa and her associates...”
Free Initial Consultation
7, Chequers Parade, Passey Pl, London SE9 1DD
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Sable International London Main Office

Sable International London Main Office

(46)
Contractor Accounting, Wealth, United States
“Not enough stars to indicate the galactic levels of professionalism and expertise on display by Michael and Chanell in the Sable Immigration team during our recent UK application. This was our second use of the Sable team for such a purpose and again...”
Coupons & Offers
25+ Years Experience
5th floor, 18 St Swithin's Ln, London EC4N 8AD
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Lifetime Capital

Lifetime Capital

(50)
Solicitors & Conveyancing, Forex & Currency Transfers, Surveys & Valuations
“Nathan is brilliant at his job. My case was a complex one and, while several brokers claimed they could help, he was the only one who did. He was everything you'd want as someone dealing with the stress and uncertainty of being a first-time buy...”
80 Coleman St, London EC2R 5BJ
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Glazers Chartered Accountants

Glazers Chartered Accountants

(50)
Tax Tools, Cryptoasset Tax, Financial Services
“Glazers act as the accountants for the charity which I chair, The Friends of Langlands School. I cannot fault the service they provide but they also help in many other things too, such as filings with Companies House and the Charities Commission. The...”
In Business Since 1996
843 Finchley Rd, London NW11 8NA
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Cooper & Parks Financial Services

Cooper & Parks Financial Services

(50)
  • Team
  • First Time Buyer
  • Remortgage
“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...”
Free Initial Consultation
Suite 4b, 106 98, Elmhurst, High Rd, London E18 2QH
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Just Us Financial Solutions

Just Us Financial Solutions

(48)
Wealth Management, Insurance Services, Mortgage Services
“For over a decade Paul Littlewood at JUFS has managed my pension portfolio. In Paul's words, he 'only specialises in pensions', so I know my funds are with a truly focused pensions market expert. What impresses me is the proactive approach to managi...”
Senator House, 85 Queen Victoria St, London EC4V 4AB
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KDW Independent Financial Planning

KDW Independent Financial Planning

(47)
Investments, Commercial, Equity Release
“I'm not one for writing positive review (have written several bad one - usually about rank restaurants). I feel it is incumbent on me however, to write to highly recommend Paras Mehta and Emily Rogers of KDW. Having wasted a great deal of time wi...”
Centurion House, 136-142 London Rd, St Albans AL1 1PQ
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Aegis Life Financial Services

Aegis Life Financial Services

(50)
  • Questions
  • Options
  • Insurance Policies
“It was a great and enriching experience to deal with the Aegis Life Financial Services for the complete solution on business and personal insurances after we recently moved into forming a limited company. The best part was the perseverance exhibited...”
In Business Since 2018
Stanmore Business & Innovation Centre, Howard Rd, London HA7 1GB
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IFS Wealth & Pensions

IFS Wealth & Pensions

(50)
  • The Future
  • Patient
  • Investment
“Given that I don't have much credit history, I decided to engage Alan's help in my mortgage application. Alan is professional and very knowledgeable. Since I am new to the process, he is extremely patient and helpful in clarifying all my queries. ...”
45 Rusper Rd, London N22 6RA
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Charles Cameron & Associates

Charles Cameron & Associates

(50)
  • First Time Buyer
  • Insurance Policy
  • Level of Service
“I had the pleasure of working with Charles Cameron & Associates during my recent home purchase. Their expertise, professionalism, and dedication were truly exceptional. Emmaline Day guided us through the entire mortgage process, answering all our qu...”
15+ Years Experience
154, Blackfriars Foundry, 156 Blackfriars Rd, London SE1 8EN
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Moneysprite

Moneysprite

(50)
  • The Future
  • Felt
  • Family
“So pleased with the service that Moneysprite provided when buying our first home. Justine was incredibly patient with our situation and regularly supported us over a number of years in our attempt to find our dream home. Her constant dedication to he...”
Remote Consultations Available
In Business Since 2005
18th & 19th floors, 100 Bishopsgate, London EC2N 4AG
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ADA Accountants

ADA Accountants

(50)
  • Team
  • Company
“"For me, it is important that my accountant should be reachable, so I can easily call and reach them as if they were one of my family members. I can call them in case of any issues. With Ada Accounting, I've been able to reach them instantly for many...”
578 Hertford Rd, London N9 8AH
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Capricorn Wealth Management

Capricorn Wealth Management

(50)
  • Remortgage
  • Work
  • Job
“We have been almost four years with Capricorn financial and just completed BTL remortgage in our property, they have always been excellent.Our mortgage advisor was Albano Toska .Albano has done absolutely outstanding customer service for us .He manag...”
1 Queen Caroline St, London W6 9YN
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Rose Capital Partners - Mortgage Advisors London

Rose Capital Partners - Mortgage Advisors London

(49)
  • First Time Buyer
  • Solicitors
  • Product
“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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F9 Consulting - Accountants Canary Wharf

F9 Consulting - Accountants Canary Wharf

(37)
Personal Tax Accountants, Accountancy Payroll Services, UK Tax Advice Specialists
“Having previously been with a large accounting firm, I always found them expensive and not entirely flexible. Not so with F9. I can't articulate just how convenient it is and how supported it feels to simply fire off an email and have it answered wit...”
Free Initial Consultation
Transparent Fees & Pricing
29th & 37th Floors, One Canada Square, London E14 5AA
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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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