Best Financial Advisors in Croydon

Handpicked from 65 vetted & reviewed Financial Planning & Wealth Management firms in the Croydon area, discover the top 5 elite providers among the selected group of 24 finalists.

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Monetary Solutions

(5)

Pension

“As an elderly client, with limited financial acumen, I consider myself most fortunate to have had Monetary Solutions recommended to me as my financial advisors. Vivian's pleasant and straightforward approach instilled confidence from the outset. S...”

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Taylor James Financial Services

(48)

Help to Buy, Equity Release, Buy to Let

“My financial advisor Erick Dodd was excellent and professional throughout, whilst arranging and securing a new mortgage deal for me. He kept me up to date with it's progress and quickly got back to me, with any help or guidance I needed. Mortgage adm...”

FAQs

What are the advantages of pension release over 55?

You are entitled to access up to 25 per cent of your pension fund tax-free. This can be either in instalments or a lump sum, and there is no ceiling on the amount.

Can I take my pension and continue working?

Yes. However, there are some drawbacks whereby you will some of the pension on tax, as it is considered like any other form of income. In addition, there is a reduced annual allowance as the amount you will pay yearly will be smaller.

What are the advantages of taking a pension while working?

Working and receiving a pension allows you to put your creativity into work. So, for example, you could open a business that you have always wanted to. Or you could enjoy a more leisurely lifestyle while boosting your income at the same time.

How can I avoid scams when taking my pensions early?

Pension frauds are many and can be fatal. For example, you could end up losing all your retirement money and face a tax charge of up to 55 per cent on the amount withdrawn or transferred.

We do have more answers on the FAQ page on our website.

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Vinay Malhotra - Independent Financial Adviser

(46)

Critical Illness Cover, Estate Planning, Investments

“Absolutely great service from start to finish. We found Vinay very efficient and easy to deal with. We can't recommend him highly enough. Thank you Vinay. Everything (our remortgage) was dealt with in a very professional, (yet friendly) and faultless...”

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MDH Chartered Certified Accountants

(30)

Optional Services, Accountancy Services Overview, 3* Peace of Mind Service

“Michael, Natalie and the team at MDH provide great customer service and have had a finger on the tax pulse supporting our business for more than 5 great years!”

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JR Financial Accountants | Croydon

(32)

Team
Happy
Company

“JR Financial Accountants have a great customer service and very knowledgeable team who not only looked after my accounts but have given me great financial advice over the years.”

Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score

98 (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

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Assuretax Accountants

(25)

Pensions and Auto Enrolment, Tax Investigations, Company Formation Services

“I wanted a local firm to do accounts, spoke to Jayen who was friendly and professional. He explained how it would be done. I am happy with Assure's prompt work and look forward to using them for my future tax affairs. Excellent service 😁 …”

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Donnelly Financial Advice

(23)

Pensions
Expertise

“Excellent service - went to John with a challenging pension issue and thanks to his expertise and professionalism have managed to get the matter sorted. 👍👍 …”

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Omer & Company Accountants

(13)

Company Secretarial Services, Tax – Personal & Business, The Complete Service

“My company recently became VAT registered and moved to online accountancy software, and Omer & Company Accountants were fantastic in making that transition as smooth as possible for us. Great communication, fast turnaround times and fair pricing - hi...”

Featured

We are your local source for professional accounting services in Eltham. With a focus on personalised service and attention to detail, we pride ourselves on delivering accurate and reliable financial solutions to our clients. Whether you're a small business owner or an individual taxpayer, our experienced team is here to assist you with all your accounting needs. From tax planning to financial reporting, we offer a wide range of services to help you manage your finances effectively. Contact us today to schedule a consultation and see how we can help you achieve financial success.

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MH Services | Accountant

(4)

Account Management, Payroll, Tax Services

“MH Services has been overseeing my tax returns for the past two years; their personal service and expertise have helped me greatly with getting my finances in order. I highly recommend using MH Services for your financial needs!”

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Wingate Financial Planning

(2)

Care Fees Planning, Financial Planning, Trustee Investment

“Wingate have managed my financial affairs for many years. They are very user friendly and it is so reassuring to know they are extremely knowledgeable and totally £trustworthy!!”

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The Kings Mill Partnership

(5)

Company Secretarial, Charities, Payroll Services

“Very good firm...has been a pleasure to deal with them...very friendly, yet professional and knowledgable staff.”

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Qi Financial Solutions

(4)

“Making the financial transition from professional life into retirement has been eased by the excellent pension and mortgage advice received from Qi Financial Solutions. Would highly recommend their expert and personal service and delighted with the r...”

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Leading Financial Solutions

(4)

“I used LFS to find a mortgage suitable for me and my girlfriend. We couldn't be happier with the services received from Richard and Emily. Not only did they secure us a great rate, they continued to adjust the rate up until exchange each time a bette...”

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PK Partnership

(1)

“Professional service with practical advice”

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Sterling & Law - Croydon

“Andy is a very good Financial Advisor with excellent knowledge of investment markets and financial products. Prior to coming up with a plan and a strategy to make my money work harder for me, he spent a great deal of time and effort to better underst...”

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Baker Gladstone & York

(15)

Mortgage
Pensions

“One wants a financial advisor who gives well informed, balanced advice. BG and Y do exactly this. They respond quickly and efficiently. Above all, we trust them. We have taken their advice for over 10 years. We have recently needed some support: we...”

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The Will Writing Service

(5)

Estate Planning, Aftercare Service, Will Writing Service

“The Will Writing Service recently helped me with my mums Will after her passing. I had the pleasure of dealing with Sam who was excellent. Without exception, He was respectful, patient, kind and helpful. I've never had to deal with anything like this...”

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Forex Consultancy

(5)

“Great pleasure working Forex Consultancy. Look forward to our continued business.”

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Croydon Financial Services

Financial Calculators, Market Data, My Portfolio

“We continually work to help businesses, families and individuals prosper by providing a comprehensive and professional service. Each case is treated in strict confidence. Further details can be found on our Proposition Documents which will be provide...”

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Wingate Benefit Solutions

Employer Services, Employee Services

“Exclusively focused on UK organisations with employee headcounts of up to 1000, the data and conclusions shared in this report are directly relevant to companies of this size and profile.”

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Diamond Project Finance

(1)

“100% Pure debt finance need for greenhouse project in india”

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San Phillips Finance

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Opus Business Rescue Specialists - Croydon

“Our initial business rescue advice is free and starts with a no obligation introductory call. We recognise that at a point serious challenge, business owners need support from hands-on professionals. Our Partners are involved in every step of your jo...”

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Spinnaker Master Trust

“Cushon Master Trust is regulated by The Pensions Regulator (PSR number 12008536). Cushon MT Limited is the sponsoring company of Cushon Master Trust (of which Salvus is a trading name) which is a wholly owned subsidiary of Cushon GroupLimitedwhose re...”

Average Cost	£3010
Minimum cost	£1004
Maximum cost	£8529
Avg Per Hour Rates	£302

Best Financial Advisors in Croydon

Handpicked from 65 vetted & reviewed Financial Planning & Wealth Management firms in the Croydon area, discover the top 5 elite providers among the selected group of 24 finalists.

Monetary Solutions

Taylor James Financial Services

Vinay Malhotra - Independent Financial Adviser

MDH Chartered Certified Accountants

JR Financial Accountants | Croydon

Assuretax Accountants

Donnelly Financial Advice

Omer & Company Accountants

MH Services | Accountant

Wingate Financial Planning

The Kings Mill Partnership

Qi Financial Solutions

Leading Financial Solutions

PK Partnership

Sterling & Law - Croydon

Baker Gladstone & York

The Will Writing Service

Forex Consultancy

Croydon Financial Services

Wingate Benefit Solutions

Diamond Project Finance

San Phillips Finance

Opus Business Rescue Specialists - Croydon

Spinnaker Master Trust

Retirement Planning and Investment Management Services in Croydon Cost Estimates

Why these companies made our list

Wealth Management Advisors near Croydon

Popular in Croydon