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Top 10 Independent (IFAs) & Restricted Financial Advisers in City Of London

Find the best FCA regulated financial advisers in City Of London. Get expert help near you with pensions, investments, retirement planning and more
City Of London, Greater London
Castlegate Financial Management

Castlegate Financial Management

London
Initial consultation free
FCA verified
Independent
For over 30 years we’ve supported people and businesses across the East Midlands, London and beyond with retirement planning, business protection, investments, tax planning and legacy advice, delivering clarity now and lasting confidence for the future.
Clients
helped
Recently added
Minimum
wealth
£500k+
Meet the team
Becky Womble
Adam Thompson
Lauren Hanson
Heather Hodson
Lucy Guinness
+1
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Olivetree Wealth

Olivetree Wealth

London
Initial consultation free
FCA verified
Independent
We take a holistic approach to financial planning to help you achieve your life objectives.
Clients
helped
13
Minimum
wealth
£50k+
Meet the team
Hannah O'Keefe
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Evelyn Partners

Evelyn Partners

London
Initial consultation free
FCA verified
Restricted
"Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
Clients
helped
924
Minimum
wealth
£500k+
Meet the team
H
L
M
D
C
+6
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Stockbroking services
Ablestoke Financial Planning LLP

Ablestoke Financial Planning LLP

London
Initial consultation free
FCA verified
Restricted
Your finances play a role in every stage of your life, but preparing effective financial plans can be challenging. A professional adviser could help you make informed choices suited to your unique needs and aspirations.
Clients
helped
68
Minimum
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
Ascot Lloyd

Ascot Lloyd

London
Initial consultation free
FCA verified
Independent
At Ascot Lloyd, we believe financial advice should be clear, straightforward and genuinely helpful, not confusing and full of unnecessary jargon.
Clients
helped
1921
Minimum
wealth
£150k+
Meet the team
Aaron Banasik
Harry Beddoe
Craig Couldrick
Kevin Broome
Raj Chauhan
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Futurum Financial Advice

Futurum Financial Advice

London
Initial consultation free
FCA verified
Restricted
At Futurum, we deliver dynamic, forward-thinking financial planning designed to help you reach your goals with confidence. Through expert, personalised advice, we empower you to take control of your finances and move toward lasting finances.
Clients
helped
17
Minimum
wealth
£150k+
Meet the team
Alex Danks
Can help with
Pensions & retirement
Financial planning
Netwealth Investments Limited

Netwealth Investments Limited

London
Initial consultation free
FCA verified
Restricted
Live for today, plan for tomorrow Expert advice, financial planning and investment management that give you clarity, confidence and control with much lower fees.
Clients
helped
89
Minimum
wealth
£250k+
Meet the team
Tom Kimche
Gill van Gass
Lily Ball
Frederick Smith
Gary Horn
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Clarity Wealth Limited

Clarity Wealth Limited

London
Initial consultation free
FCA verified
Independent
Everyone looks forward to their retirement - are you prepared for yours?
Clients
helped
1447
Minimum
wealth
£150k+
Meet the team
Richard Platt
John Mount
Zac Warner
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
JM Finn

JM Finn

London
Initial consultation free
FCA verified
Independent
A personal approach. We offer a high quality, personalised investment and wealth management services that aim to meet the individual demands of today’s private investors.
Clients
helped
61
Minimum
wealth
£500k+
Meet the team
S
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Stockbroking services
Futurum Financial Advice

Futurum Financial Advice

London
Initial consultation free
FCA verified
Restricted
At Futurum, we deliver dynamic, forward-thinking financial planning designed to help you reach your goals with confidence. Through expert, personalised advice, we empower you to take control of your finances and move toward lasting finances.
Clients
helped
17
Minimum
wealth
£150k+
Meet the team
Alex Danks
Can help with
Pensions & retirement
Financial planning
Frequently Asked Questions about Financial Advisers in City Of London