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Best Financial Advisors in London

Handpicked from 62 vetted & reviewed Financial Planning & Wealth Management firms in the London area, explore the top 5 leaders in their field among the selected group of 24 finalists.

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Humboldt Financial

Humboldt Financial

(23)
Portfolio Management, Final Salary & Benefits, Employers
“We worked with Oliver on the purchase of our first home. His support, guidance and responsiveness was invaluable to us as first-time buyers. I'll be recommending to friends and family and staying in touch for anything else we need in the future. T...”
Transparent Fees & Pricing
33 Queen St Pl, London EC4R 1AP
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Castell Wealth Management

Castell Wealth Management

(30)
Accessibility, Terms and Conditions, Signup to E-Briefing
“This was our first dip into financial advice and I've been thoroughly impressed with the approach taken by Tom and the team at Castell. We've identified short, medium and long term goals whilst making use of allowances that otherwise I wouldn't have ...”
30 Lombard St, London EC3V 9BQ
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Legend Financial and Tax Advisers

Legend Financial and Tax Advisers

(30)
Wealth Management, Financial Modelling
“Great customer service, excellent responsiveness and regular feedback. Never thought that getting my stamp duty refund and CGT would be made so easy and dealt with so quickly. Very satisfied and would highly recommend!”
In Business Since 2014
CityGate House, 246-250 Romford Road, Stratford, Greater, London E7 9HZ
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Matrix Estate Planning Limited

Matrix Estate Planning Limited

(1)
Asset Protection / Discretionary Trust, Lasting Power of Attorney, Probate
“Text message received from Maureen in Torquay on the 12th of August 2022 I was very pleased u explained things so well thank you once again”
Emergency Services
In Business Since 2021
219 Kensington High St, London W8 6BD
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W8 Advisory

W8 Advisory

(1)
“W8 Advisory's Next Gen Summer Programme was very informative. It helped me put my priorities into perspective and plan for the future.I strongly encourage young people to attend the next programme.”
Family Business
In Business Since 2014
51 Holland St, London W8 7JB
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
95 (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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Lewis & Co

Lewis & Co

(2)
Services For Individuals, Services For Businesses
“Lewis & Co helped me setup my business and have now looked after me for 4 years plus. The guys are always responsive and get things resolved quickly and efficiently. I would recommend Lewis & Co to anyone, whether a one man band or a larger business.”
In Business Since 2005
134 London Rd, Southborough, Tunbridge Wells TN4 0PL
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First Wealth

First Wealth

(30)
Wealth Management, Tax Planning, Retirement Planning
“I've been working with First Wealth for years and can't fault their service. In the beginning I was intimidated by the world of investing and financial planning, but they made it accessible. They are professional, friendly, don't use jargon and are a...”
Family Business
Transparent Fees & Pricing
6 Broadstone Pl, London W1U 7EN
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F9 Consulting - Accountants Canary Wharf

F9 Consulting - Accountants Canary Wharf

(30)
Accountancy Payroll Services, Hmrc Enquiries Advice, Personal Tax Accountants
“Finding a good accountant has been one of the largest pain points since starting my business. Finally in F9 I've found a firm that actually make life easier. My point of contact Jamie is always available or get's back to me promptly, and everything i...”
Free Initial Consultation
Transparent Fees & Pricing
29th & 37th Floors, One Canada Square, London E14 5AA
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Oasis Accountants Limited

Oasis Accountants Limited

(29)
Individual Accounting, Estate Planning, Wealth Management
“I had contacted Raj at Oasis, after a friend of mine referred him to get some advice on my company's liquidation process. I am extremely pleased with the prompt response and understanding of the situation. Raj has been very helpful so far and would d...”
Free Initial Consultation
Offers Financing Options
Building 3, Chiswick Park, 566 Chiswick High Rd., Chiswick, London W4 5YA
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Antony Batty & Co

Antony Batty & Co

(30)
Company Administrations, Including Pre Pack Administrations, Company Voluntary Arrangements
“I have always found the team at Anthony Batty & Co to be extremely helpful and efficient. They have helped many of my clients, particularly with Members' Voluntary Liquidations. I wouldn't hesitate to recommend them. Robert Norfolk FCA”
Licensed
Transparent Fees & Pricing
In Business Since 2002
Gray's Inn, 3 Field Court, London WC1R 5EF
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Omer & Company

Omer & Company

(29)
Tax – Personal & Business, Company Secretarial Services, Year-End Accounts
“Omer Accountants have been in charge of our accountancy from our company's humble beginning. We have been working with them for over ten year now as they previously managed our freelance accounts as well. They are extremely professional, very efficie...”
Free Initial Consultation
7, Chequers Parade, Passey Pl, London SE9 1DD
Featured

What to include in management accounts Management accounts are a financial report that help you to assess your businesses financial position and draw your own conclusions. They are usually produced on a monthly or quarterly basis, so that you can compare them to previous accounts and track your progress against forecast figures. Management accounts will be completely unique to your business, and their structure will depend on what is most important to your business. The key elements of management accounts include KPIs, cash flow, profit and loss and balance sheets, which we will explain in further detail.

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Compton Financial Services

Compton Financial Services

(29)
Investments and Pensions, Residential, Equity Release
“Martin is extremely knowledgeable on complex financial matters and you can tell he wants the best for his clients. Martin went over and above to deliver a bespoke service and he provided me with all the facts and carried out a comparison and spent t...”
Free Initial Consultation
60 High St, London SW19 5EE
FAQs
What are the benefits?
We have access to the whole of the market which means that we have access to all the major lenders and a lot of the more specialist lenders. Due to the size of the mortgage network we are with we also have significant buying power with the lenders so we get access to the general mortgage brokers and also exclusive deals only available to our mortgage network. These are not available to the general public.
What do I need to have ready for our meeting?
Before we have a meeting we will have a chat over the phone to better understand your requirements. At that point if you are happy to discuss further over a meeting we will let you know what documentation to bring along to the meeting.
What happens if I am not sure I can get a mortgage as I dont want to waste your time?
We would rather you contact us and ask as many questions as you want. We are here to help you even if you then decide that now is not the right time to get a mortgage.
What happens after the initial meeting?
We will send you a login to our secure online portal which you can use to capture any extra information not available at the initial meeting. We will use this information to find the right product for you. We will then have another meeting where we present this alongside any protection products we believe are relevant to you. If you are happy with the information we would move onto the application process
How long does a mortgage take?
Each lender is different and can take more or less time than others. However usually the longest single task is to get all the information from yourself. So the quicker you can get all the paperwork together the quicker we can get the mortgage process started.
More information can also be found on the FAQ page of our website.
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Clifford Davis Financial Planning

Clifford Davis Financial Planning

(30)
General Insurance, Legal, News Blog
“I highly recommend Clifton, this is the 2nd time working with Clifton and he has definitely delivered. He helped me sort out my moorage even when I had difficulty getting some information. Very pleased with the services I received from Clifton and t...”
Suite No 106 The Brentano Suite, 2 Athenaeum Rd, London N20 9AE
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KDW Independent Financial Planning

KDW Independent Financial Planning

(30)
Commercial, Tax Planning, Investments
“David and Emily made the whole process so simple and took all the worry away from us. Literally provided them with paperwork they required and our mortgage was offered and they saw us through to completion. I would highly recommend using them for a m...”
Centurion House, 136-142 London Rd, St Albans AL1 1PQ
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1st Class Accounts

1st Class Accounts

(30)
Payroll & Paye, Audit & Accounting, Contractor Accounting
“I have nothing but good things to say about 1st class accounts. very attentive accountants. you get a quality service. Very thorough and attentive. Always happy to help and communication is top notch. My accountant is Paul and he is brilliant.”
320 City Rd, London EC1V 2NZ
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Lifetime Capital

Lifetime Capital

(30)
Solicitors & Conveyancing, Forex & Currency Transfers, Surveys & Valuations
“I contacted Nathan Of the Lifetime Capital to help with a remortgage and not only did he find me a suitable one, he followed up until completion and provided feedback to me in record time without being chased up. I had peace of mind due to the manner...”
80 Coleman St, London EC2R 5BJ
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Kala Atkinson

Kala Atkinson

(30)
TAX Planning, Corporation TAX, Eis, Seis and R&D
“A professional and responsive outfit. As a newly self-employed sole trader, Kala Atkinson were excellent at helping me navigate the tax & liability space. Special thanks to Nad for explaining things so clearly.”
ACCA, CHARTERED, AND Certified
43 Upton Ln, London E7 9PA
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Tees Law

Tees Law

(28)
  • Advice
  • Efficient
  • Property
“We have used Tees for conveyancing twice now and both times we have received fantastic service. Would definitely recommend them, a great team of people always willing to help. Above and beyond service during covid with staff working longer hours, alw...”
Transparent Fees & Pricing
In Business Since 2010
Tees House, 95 London Rd, Bishop's Stortford CM23 3GW
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True Dynamic Accountants & Tax Advisors

True Dynamic Accountants & Tax Advisors

(23)
Property Accounts, Payroll & Workplace, Accountancy
“We have moved from other accountant to True Dynamic recently. We are very happy with all services at true dynamic. All my problems has been resolved. Very satisfied and highly recommend for other business owners”
Transparent Fees & Pricing
In Business Since 2003
6 Lloyd's Ave, London EC3N 3AX
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Holder and Combes

Holder and Combes

(29)
Tax Planning, Estate Planning and Wills, Retirement Planning & Pension Advice
“Holder and Combes have proved to be an invaluable resource for all aspects of our financial planning. They have taken the trouble to get to know us and our needs properly before suggesting a plan of action. Ed speaks in plain English and genuinely ...”
Transparent Fees & Pricing
Family Business
In Business Since 2008
20 Little Britain, London EC1A 7DH
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Rose Capital Partners - Mortgage Advisors London

Rose Capital Partners - Mortgage Advisors London

(30)
  • Insurance
  • Product
  • Communication
“Paul and Bronwyn were extremely helpful throughout my process of remortgaging. They worked out a very good mortgage offer for me at a time when interests rates were rising and accompanied the process at every stage, patiently and successfully pursuin...”
Berkeley Square House, Berkeley Square, London W1J 6BD
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Charles Cameron & Associates

Charles Cameron & Associates

(30)
  • Number
  • Efficient
  • First Time Buyer
“Great service! Robin and George were absolutely fantastic, I couldn't have asked for a better service. Communication was on point as well, always available to answer questions, concerns or to keep me updated of the progress. I would highly recommend ...”
15+ Years Experience
154, Blackfriars Foundry, 156 Blackfriars Rd, London SE1 8EN
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Cooper & Parks Financial Services

Cooper & Parks Financial Services

(30)
  • Remortgage
  • Insurance
  • Team
“Thank you so much to Cooper and Parks in particular David and Hayley for their help in arranging our mortgage. The speed and efficiency in their work is on another level and they have always been available when any questions or concerns have needed a...”
Suite 4b, 106 98, Elmhurst, High Rd, London E18 2QH
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Cameron James - UK & Expat Financial Advice

Cameron James - UK & Expat Financial Advice

(30)
  • Efficient
  • Transfer
  • Company
“During the transfer out of a DB scheme, the folks at Cameron James provided a roadmap, sound advice, expectations of timings and the appropriate external checks and balances to ensure that care was taken and the outcome was good. Access to external ...”
Emergency Services
124 City Rd, London EC1V 2NX
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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.

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Wealth Management Advisors near London

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