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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...”

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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...”

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For example, you could end up losing all your retirement money and face a tax charge of up to 55 per cent on the amount withdrawn or transferred.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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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!”

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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...”

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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.”

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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...”

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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!”

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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...”

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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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Goddard Perry Consulting

(26)

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.”

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SKS Ledger Sparks

(1)

Capital Allowances, TAX, Finance

“Have been using Ledger Sparks for a few years now. Very happy.”

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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...”

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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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PK Partnership

(1)

“Professional service with practical advice”

Featured

A Working Feedback review: I would absolutely recommend PK Partnership for your insurance requirements. Amit and his colleagues are always reactive and immensely helpful with all enquiries, and not only offer professionalism, but also transparency and clarity with regards to all aspects of insurance. They have been able to secure mini fleet insurance as well as a difficult public liability agreement insurance due to the industry we are involved in. Aine has been extremely helpful, and has always gone out of her way, not only during weekdays, but also weekends to ensure that if additions to our policies are required she is there to help and secure what’s needed. Great company. C&M Environmental Services Ltd...

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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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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”

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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...”

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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...”

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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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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...”

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

Best Financial Advisors in Croydon

The highest-rated Financial Planning & Wealth Management companies out of 65 vetted & reviewed in the Croydon area.

Vinay Malhotra - Independent Financial Adviser

Taylor James Financial Services

JR Financial Accountants | Croydon

Assuretax Accountants

Donnelly Financial Advice

Baker Gladstone & York

MH Services | Accountant

Bells Accountants

Wingate Financial Planning

Goddard Perry Consulting

SKS Ledger Sparks

Leading Financial Solutions

Qi Financial Solutions

PK Partnership

Sterling & Law - Croydon

Uni-Plan Financial Solutions

The Will Writing Service

Monetary Solutions

Forex Consultancy

Croydon Financial Services

Wingate Benefit Solutions

Diamond Project Finance

San Phillips Finance

Future Directions

Retirement Planning and Investment Management Services in Croydon Cost Estimates

Why these companies made our list

Wealth Management Advisors near Croydon

Popular in Croydon