Best Financial Advisors in London

The highest-rated Financial Planning & Wealth Management companies out of 62 vetted & reviewed in the London area.

Oasis Accountants Limited

Oasis Accountants Limited

(50)
Individual Accounting, Oasis Umbrella  , Wealth Management
“Raj & Team have been managing my accounts for years now. My friend recommended Raj to me. I always had very good experience and am confident that they know what they are doing. Had a recent issue with HMRC where they came up with an overdue payment w...”
Free Initial Consultation
Offers Financing Options
Office Gold, Building 3, 566 Chiswick Park, Chiswick High Rd., Chiswick, London W4 5YA
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Humboldt Financial

Humboldt Financial

(50)
Portfolio Management, Final Salary & Benefits, Employers
“We have been working with Jack for a few months now and he has demonstrated real value, with a proactive, informed and knowledgeable approach. Despite the fact that we're always strapped for time, he has managed to make us find time to be more mindfu...”
Transparent Fees & Pricing
33 Queen St Pl, London EC4R 1AP
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First Wealth

First Wealth

(50)
Cash Flow Modelling
“I have dealt with Claire Phillips of First Wealth for a number of years now and find her to be very professional, helpful and knowledgeable. She is approachable and I fnd I have peace of mind about my finances. We have regular updates on my inve...”
Transparent Fees & Pricing
6 Broadstone Pl, London W1U 7EN
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Sable International London Main Office

Sable International London Main Office

(46)
Contact us, Contact us, United States
“My family had been dealing with SABLE for the last 3 years for numerous types of applications. Your staff are professional, friendly and knowledgeable. Messages are attended to shortly after calling in. Emails are answered the same day. Processin...”
Coupons & Offers
25+ Years Experience
5th floor, 18 St Swithin's Ln, London EC4N 8AD
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Glazers Chartered Accountants

Glazers Chartered Accountants

(50)
A-Z Services, Tax Tools, Cryptoasset Tax
“Glazers are fabulous. They are honest, reliable and make sure we do what we need to do, when we need to! Such a pleasure to deal with and we have had nothing but a good experience dealing with them all these years. Highly recommended!”
843 Finchley Rd, London NW11 8NA
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Lifetime Capital

Lifetime Capital

(50)
Solicitors & Conveyancing, Forex & Currency Transfers, Surveys & Valuations
“The team at Lifetime Capital have been incredible with their advice and proactivity with regards to each of the property matters on which we have been working. Commercial and astute advice, great communication and project management skills, they rea...”
The Walbrook, 25 Walbrook, London EC4N 8AF
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Just Us Financial Solutions

Just Us Financial Solutions

(48)
Wealth Management, Insurance Services, Mortgage Services
“I use Just Us Financial solutions to manage my pensions and have always being kept up to date with relevant information and updates on their performance. Paul Littlewood is very accomodating in terms of meeting up and also in responding to any querie...”
Senator House, 85 Queen Victoria St, London EC4V 4AB
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Investment Quorum

Investment Quorum

(48)
  • Family
  • The Future
  • Advice
“IQ . Recommended to me by a friend, who happens to be a wealth manager for a very large profile company. IQ took on my Pension. They have a refreshingly professional and transparent approach to all dealings. I have utter confidence in them to mana...”
Transparent Fees & Pricing
In Business Since 2000
68 King William St, London EC4N 7HR
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KDW Financial Planning

KDW Financial Planning

(48)
Commercial, Tax Planning, Investments
“David has been an invaluable resource throughout our journey as first-time buyers. His expertise spans far and wide, encompassing our property search, market insights, adeptly navigating interactions with estate agents, and providing steadfast suppor...”
Centurion House, 136-142 London Rd, St Albans AL1 1PQ
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Capricorn Wealth Management

Capricorn Wealth Management

(50)
  • Buy to Let
  • Fee
  • Remortgage
“Amazing service from Capricorn Financial. As first time buyers the mortgage process can be very stressful, but our mortgage advisor, Karwan, has made things easy and stress free. Karwan has been very supportive and always always available to answer ...”
1 Queen Caroline St, London W6 9YN
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IFS Wealth & Pensions

IFS Wealth & Pensions

(50)
  • Retired
  • Expertise
  • Knowledge
“Ricky and the team at IFS Wealth and Pensions have helped me so much in my re-mortgaging journey. If only I had worked with them on my first ever mortgage deal! They were diligent in their work and have always explained in simple terms what my nex...”
45 Rusper Rd, London N22 6RA
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Charles Cameron & Associates

Charles Cameron & Associates

(50)
  • Conveyancing
  • Level of Service
  • First Time Buyer
“From the very first call I had with Chris, the guys completely understood my requirements and quickly supplied various options for me. They found mortgage offers that would have taken me ages to discover for myself. Once we had made the application C...”
15+ Years Experience
154, Blackfriars Foundry, 156 Blackfriars Rd, London SE1 8EN
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Moneysprite

Moneysprite

(50)
  • Stress
  • Property
  • Team
“I have been using these guys for over 20 years to deal with all my mortgage products and applications. I have always felt confident in their hands, very professional and knowledgeable. It is for these reasons I will always stay with them and send my ...”
Remote Consultations Available
In Business Since 2005
18th & 19th floors, 100 Bishopsgate, London EC2N 4AG
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Conran Mortgages

Conran Mortgages

(50)
  • Stress
  • First Time Buyers
  • Communication
“I am grateful for the outstanding service I received from Conran Mortgage. They showed a high level of expertise and professionalism throughout the entire process. Jeff took the time to thoroughly explain the various mortgage options available to me...”
221 Greenwich High Rd, London SE10 8NB
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Ablestoke Financial Planning

Ablestoke Financial Planning

(46)
Business Wealth, Wealth Protection, Wealth Management
“I wanted to take the time out to appreciate the exemplary service provided to me by Priyesh Patel at Ablestoke. Proactive, efficient, prompt, knowledgable, professional, honest and helpful - Priyesh went the extra mile to provide me with comprehensiv...”
In Business Since 2008
20 Farringdon St, London EC4A 4AB
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Rose Capital Partners - Mortgage Advisors London

Rose Capital Partners - Mortgage Advisors London

(49)
  • Work
  • Solicitors
  • First Time Buyer
“My niece recommended I contact Richard of Rose Capital Partners for mortgage advice. I was so impressed with his attention to the various scenarios I considered during the process, and the information supplied each time, promptly and without fuss. Ri...”
Berkeley Square House, Berkeley Square, London W1J 6BD
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Bambridge Accountants

Bambridge Accountants

(47)
  • Responsive
  • Call
  • Tax Returns
“Alistair and his team have been my trusted accounting advisors for years, and I value their quickness, thoroughness and transparency. As a US-UK dual national, it's stressful and tricky to navigate the tax scenarios on both sides of the Atlantic, and...”
In Business Since 2011
3rd Floor, BAMBRIDGE ACCOUNTANTS LTD, 86-90 Paul St, London EC2A 4NE
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Smart Choice Financial Services

Smart Choice Financial Services

(49)
Over 50’s Life Insurance, Business Insurance, Critical Illness Cover
“I wholeheartedly recommend the professional service of Mrs. Beata Kurczek. After a few months of stress, we also have our first apartment. Great contact virtually any time of the day or night. Working with Mrs. Beata is a pleasure. I wish every bu...”
Transparent Fees & Pricing
1st floor, Ealing Cross, Clarendon Business Centre, 85 Uxbridge Rd, London W5 5BW
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Tees Law

Tees Law

(41)
  • Efficient
  • Advice
  • Property
“I agreed a fixed fee as an insurance in case things became more complicated. The extra charge for this was very reasonable and I am glad I did. All the work was done promptly and efficiently, with communication.when it was needed. Marie and her ...”
Transparent Fees & Pricing
In Business Since 2010
Tees House, 95 London Rd, Bishop's Stortford CM23 3GW
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Holder and Combes

Holder and Combes

(42)
Tax Planning, Estate Planning and Wills, Retirement Planning & Pension Advice
“Having always been failry ramshackle in my approach to my finances Holder and Combes have completely sorted me out. Everything they present is clear, easy to understand and, mroe importantly, it's working. It's a weight of my mind knowing that all as...”
Family Business
Transparent Fees & Pricing
20 Little Britain, London EC1A 7DH
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Foster Denovo London

Foster Denovo London

(44)
  • First Time Buyer
  • House
  • Investing
“Very professional, explained thoroughly what the risks are when investing. Not pushy in any way, give you space to consider whether you want to pursue different options. Showed me on a graph what to expect in terms of investment. I definitely would ...”
In Business Since 2005
20 St Dunstan's Hill, London EC3R 8HL
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Astus Financial Planning

Astus Financial Planning

(50)
  • Family
  • Wills
  • Pension
“I became a client of Astus Financial Planning Ltd in 2001. In the beginning it was important for me to plan for the future, so the help, advice and planning for pensions and investments over the years has been invaluable and successful. With regul...”
27 London End, Beaconsfield HP9 2HN
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Castell Wealth Management

Castell Wealth Management

(43)
  • Knowledge
  • Goals
  • Investment
“Cannot recommend Tom and the team enough. I have had lots of questions and it took me a little while to decide what I wanted, they were patient and supportive throughout. I now have a clear roadmap as to what my and my families financial future will ...”
30 Lombard St, London EC3V 9BQ
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Buckingham Gate Chartered Financial Planners

Buckingham Gate Chartered Financial Planners

(41)
  • Portfolio
  • Confident
  • Responsive
“I have been really pleased with the service I've had from Matthew and his team in relation to estate planning. Everything is picked-up and responded-to quickly and fully by the team and they will take the time in this complex area to make sure you ar...”
25A Northumberland Ave, London WC2N 5AP
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Retirement Planning and Investment Management Services in London Cost Estimates

Minimum cost
£1255
Maximum cost
£10662
National Average
£3763
Avg Per Hour Rates
£378
£2509
£6899
Average price range is based on 509 cost profiles
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Average Cost £3763
Minimum cost £1255
Maximum cost £10662
Avg Per Hour Rates £378

Average range £2509 to £6899 is based on 509 cost profiles.

Why these companies made our list

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