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Top 10 Independent (IFAs) & Restricted Financial Advisers in Aldgate

Find the best FCA regulated financial advisers in Aldgate. Get expert help near you with pensions, investments, retirement planning and more
Aldgate, City Of London, Greater London
Andrew Conway - Independent Financial Adviser at Pathway Financial Services

Andrew Conway - Independent Financial Adviser at Pathway Financial Services

London
Initial consultation free
FCA verified
Independent
I put your objectives first, planning your finances around them. Goal based financial planning; regardless of how much or little you have to begin with. We (you and I) can design a long term, evidence & goal-based plan, tailored to you and your family.
Clients
helped
318
Minimum
wealth
£50k+
Meet the team
Andrew Conway
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Mortgages
Edengate

Edengate

London
Initial consultation free
FCA verified
Independent
Navigating you through life's journey in order to make your dreams come true.
Clients
helped
152
Minimum
wealth
£250k+
Meet the team
Nigel Shaffer
Can help with
Pensions & retirement
Financial planning
Investments
Savings
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 gives you clarity, confidence and control with much lower fees.
Clients
helped
93
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
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
18
Minimum
wealth
£150k+
Meet the team
Alex Danks
Can help with
Pensions & retirement
Financial planning
RBC Brewin Dolphin

RBC Brewin Dolphin

London
Initial consultation free
FCA verified
Restricted
Wealth management built around you - from one of the world's strongest banks.
Clients
helped
11
Minimum
wealth
£250k+
Meet the team
S
M
D
J
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Sharia finance
Stockbroking services
RBC Brewin Dolphin

RBC Brewin Dolphin

London
Initial consultation free
FCA verified
Restricted
Wealth management built around you - from one of the world's strongest banks.
Clients
helped
11
Minimum
wealth
£250k+
Meet the team
S
M
D
J
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Sharia finance
Stockbroking services
Stalwart Holdings

Stalwart Holdings

London
Initial consultation free
FCA verified
Independent
Run by Fabio Dias, Programme Director of the MSc in FinTech at the University of Surrey. Our mission is to give you the best financial advice, with the help of technology, but with a human touch. We are fast to respond to your queries!
Clients
helped
37
Minimum
wealth
£50k+
Meet the team
Fabio Dias
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Leadenhall Wealth Management

Leadenhall Wealth Management

London
Initial consultation free
FCA verified
Independent
We serve one purpose; to help you make the most of your money.
Clients
helped
607
Minimum
wealth
£250k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
DF Wealth Management Limited

DF Wealth Management Limited

London
Initial consultation free
FCA verified
Restricted
DF Wealth Management Limited has been providing financial advice for over 6 years. We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most.
Clients
helped
20
Minimum
wealth
£100k+
Meet the team
Joe Eggleston
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
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
18
Minimum
wealth
£150k+
Meet the team
Alex Danks
Can help with
Pensions & retirement
Financial planning
Frequently Asked Questions about Financial Advisers in Aldgate