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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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Goddard Perry Consulting

Goddard Perry Consulting

(25)
  • Investment
  • Pension
  • Team
“Nick from Goddard Perry came to the house for a financial matter. He was very helpful in settling an investment release issue. All red tape out of the way and problem solved. Thanks Nick.”
In Business Since 2009
17 Lansdowne Rd, Croydon CR0 2BX
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Monetary Solutions

Monetary Solutions

(5)
  • Pension
  • Equity Release
  • Financial Advisor
“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...”
Airport House, Purley Way, Croydon CR0 0XZ
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MH Services | Accountant

MH Services | Accountant

(3)
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!”
In Business Since 2023
Transparent Fees & Pricing
Free Initial Consultation
Business Xchange Hub, Marco Polo House, 3-5 Lansdowne Rd, Croydon CR0 2BX
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Vinay Malhotra - Independent Financial Adviser

Vinay Malhotra - Independent Financial Adviser

(49)
Critical Illness Cover, Estate Planning, Investments
“We have used Vinay's services for many years now and he never disappoints. Vinay is very knowledgeable, up to date with the mortgage market, the communication is great, he presents the facts and gives you space and time to decide for yourself, withou...”
21, Croydon CR0 8XB
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Taylor James Financial Services

Taylor James Financial Services

(48)
Help to Buy, Equity Release, Buy to Let
“I have used Taylor James for both applying for a mortgage and a remortgage and they have always provided consistently good service. They contacted me well in advance of my remortgage, kept me informed of the best deals available to me and how the pro...”
4th Floor, AMP House, Dingwall Rd, Croydon CR0 2LX
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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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
95 (100)
Minimum Reputation Rank
97.6 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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JR Financial Accountants | Croydon

JR Financial Accountants | Croydon

(32)
  • Team
  • Happy
  • Company
“Would happily recommend JRFA to any of my friends. Is a great option if you're thinking about running your own company or going freelance. Their staff are incredibly helpful and supportive!”
1st Floor, Interchange House, 81-85 Station Rd, Croydon CR0 2AJ
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Donnelly Financial Advice

Donnelly Financial Advice

(24)
  • Management
  • Future
  • Pensions
“Mr Donnelly is a very helpful and knowledgeable chap. He is assisting us with our daily financial matters and also our Pension's. Excellent service from an excellent person.”
In Business Since 2021
1-4, Kings Parade, Lower Coombe St, Croydon CR0 1AA
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Assuretax Accountants

Assuretax Accountants

(26)
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 😁 Positive Pr...”
Transparent Fees & Pricing
358 Brighton Rd, South Croydon CR2 6AL
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Baker Gladstone & York

Baker Gladstone & York

(18)
Protection, Pensions Advice For Changing Jobs, Cashflow Planning
“Peter Gladstone has advised me for the last ten years or so. I have always found him helpful, thoughtful and wise - and exceptionally generous with both his time and expertise. Likewise, everyone else I have dealt with at B, G & Y has been unfailingl...”
In Business Since 2001
8B, Rathbone House, 22-26 Tanfield Rd, Croydon CR0 1AL
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Bells Accountants

Bells Accountants

(15)
Personal Tax, Wealth Management, 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...”
Remote Consultations Available
310 Stafford Rd, Wallington, Croydon CR0 4NH
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Wingate Financial Planning

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!!”
In Business Since 2010
Transparent Fees & Pricing
65 Croydon Rd, Caterham CR3 6PB
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SKS Ledger Sparks

SKS Ledger Sparks

(1)
Capital Allowances, TAX, Finance
“Have been using Ledger Sparks for a few years now. Very happy.”
12+ Years Experience
Suite 43-45, Airport House, Purley Way, Croydon CR0 0XZ
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Leading Financial Solutions

Leading Financial Solutions

(4)
  • Mortgage
  • Insurance
“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...”
First Floor, Financial House, 14 Barclay Rd, Croydon CR0 1JN
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Qi Financial Solutions

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...”
42A Tamworth Rd, Croydon CR0 1XU
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PK Partnership

PK Partnership

(1)
“Professional service with practical advice”
23 Rectory Grove, Croydon CR0 4JA
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Sterling & Law - Croydon

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...”
Flat 4, Ashton Court, 94 Chatsworth Rd, Croydon CR0 1HB
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Uni-Plan Financial Solutions

Uni-Plan Financial Solutions

(3)
“Exellent service. Silvano will always try to do his best for you. Allowing Silvano to deal with my financial health has changed my life. Positive Responsiveness, Quality, Professionalism, Value”
436 Croydon Rd, Beckenham BR3 4EP
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The Will Writing Service

The Will Writing Service

(6)
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...”
Remote Consultations Available
266 Selsdon Rd, South Croydon CR2 7AA
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Forex Consultancy

Forex Consultancy

(5)
“Great pleasure working Forex Consultancy. Look forward to our continued business.”
Unit 9, Challenge House, 616 Mitcham Rd, Croydon CR0 3AA
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Croydon Financial Services

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...”
11, Point Central, Sydenham Rd, Croydon CR0 2DU
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Wingate Benefit Solutions

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.”
In Business Since 2011
61-65 Croydon Rd, Caterham CR3 6PB
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Diamond Project Finance

Diamond Project Finance

(1)
“100% Pure debt finance need for greenhouse project in india”
Airport House, Purley Way, Croydon CR0 0XZ
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San Phillips Finance

San Phillips Finance

74 Kelvin Gardens, Croydon CR0 4UR
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Future Directions

Future Directions

“As you will see, once you have had a browse around, rather than cramming the website full of pages and pages of information, we hope you will find a broad overview of the financial advice that we can potentially help you with, and links to of our mai...”
93 Croydon Rd, Elmers End, Beckenham BR3 4AQ
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Retirement Planning and Investment Management Services in Croydon Cost Estimates

Minimum cost
£1004
Maximum cost
£8529
National Average
£3010
Avg Per Hour Rates
£302
£2007
£5519
Fair price range is based on 502 cost profiles
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Average Cost £3010
Minimum cost £1004
Maximum cost £8529
Avg Per Hour Rates £302

Fair range $2007 to $5519 is based on 502 cost profiles.

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