View Profile

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...”

i

View Profile

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example, you could end up losing all your retirement money and face a tax charge of up to 55 per cent on the amount withdrawn or transferred.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

i

View Profile

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.”

i

View Profile

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...”

i

View Profile

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...”

Featured

In Orpington, finding the right accountant just got easier! Our skilled accountants are ready to help you navigate the complex world of finance. From managing your business accounts to handling personal taxes, we've got you covered. Our accountant Orpington team is committed to delivering reliable and efficient services, ensuring your financial peace of mind. Whether you're a start-up or an established business, our professionals are equipped to handle all your accounting needs. Get in touch with us today for personalised assistance tailored to your unique requirements. Discover the difference a trusted accountant in Orpington can make for you.

i

View Profile

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!!”

i

View Profile

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.”

i

View Profile

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...”

i

View Profile

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...”

i

View Profile

PK Partnership

(1)

“Professional service with practical advice”

i

View Profile

Sterling & Law - Croydon

i

View Profile

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”

i

View Profile

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...”

i

View Profile

Forex Consultancy

(5)

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

i

View Profile

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...”

i

View Profile

Croydon Financial Services

Financial Calculators, Market Data, My Portfolio

i

View Profile

Diamond Project Finance

(1)

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

i

View Profile

San Phillips Finance

i

View Profile

Future Directions

i

View Profile

RMH Financial Planning

i

View Profile

Dobre Finanse.co.uk

i

View Profile

Miller Knight

i

View Profile

Advantax Accountants

(49)

VAT, Corporate Tax, Self-Assessment

“Top Notch Accountancy services provided by the staff at Advantax Accountants LTD. Mr Adil has a very warm personality and his staff is very professional.”

i

View Profile

Greenacre Financial Services

(50)

Payments
Advice
Remortgage

“We would like to personally thank Mr Azad Al-Ansari for his service and support, we are indebted to his efforts in the success of our project due to his professionalism and great dedication. We are very grateful and would definitely go back to Greena...”

i

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

Donnelly Financial Advice

Baker Gladstone & York

Bells Accountants

Wingate Financial Planning

Goddard Perry Consulting

Leading Financial Solutions

Qi Financial Solutions

PK Partnership

Sterling & Law - Croydon

Uni-Plan Financial Solutions

The Will Writing Service

Forex Consultancy

Monetary Solutions

Croydon Financial Services

Diamond Project Finance

San Phillips Finance

Future Directions

RMH Financial Planning

Dobre Finanse.co.uk

Miller Knight

Advantax Accountants

Greenacre Financial Services

Retirement Planning and Investment Management Services in Croydon Cost Estimates

Why these companies made our list

Wealth Management Advisors near Croydon

Popular in Croydon