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

Find the best FCA regulated financial advisers in Bank. Get expert help near you with pensions, investments, retirement planning and more
Bank, City Of London, Greater London
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IFS Wealth & Pensions Ltd

IFS Wealth & Pensions Ltd

London
Initial consultation free
FCA verified
Independent
We believe that life is not a rehearsal. You only have one chance to live it the way you want - there is no take two! As Chartered Financial Planners, we help our clients achieve and maintain the lifestyle they want, without fear of running out of money.
Clients
helped
256
Minimum
wealth
£250k+
Meet the team
Alan Chan
Ricky Chan
Steven Harris
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Business
Mortgages
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
18
Minimum
wealth
£50k+
Meet the team
Hannah O'Keefe
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Rathbones Investment management Limited

Rathbones Investment management Limited

London
Initial consultation free
FCA verified
Restricted
At Rathbones, we combine long-term investment expertise with a personal approach. Our tailored advice, proven investment capability and focus on lasting relationships help clients Invest well and live well.
Clients
helped
22
Minimum
wealth
£500k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Sharia finance
Stockbroking services
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Freedom Wealth Management

London
Initial consultation free
FCA verified
Restricted
From our central London offices, we support a range of clients – individuals, families, and businesses – in every aspect of financial planning.
Clients
helped
89
Minimum
wealth
£100k+
Meet the team
M
Can help with
Pensions & retirement
Financial planning
Savings
Rathbones Investment management Limited

Rathbones Investment management Limited

London
Initial consultation free
FCA verified
Restricted
At Rathbones, we combine long-term investment expertise with a personal approach. Our tailored advice, proven investment capability and focus on lasting relationships help clients Invest well and live well.
Clients
helped
22
Minimum
wealth
£500k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Sharia finance
Stockbroking services
Canaccord Genuity

Canaccord Genuity

London
Initial consultation free
FCA verified
Independent
We are part of the award winning Canaccord Wealth Management Company with UK assets under management in excess of £28bn.
Clients
helped
66
Minimum
wealth
£250k+
Meet the team
Nero Patel
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Business
and 2 more matches
M&G Advice

M&G Advice

London
Initial consultation free
FCA verified
Restricted
We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
Clients
helped
3307
Minimum
wealth
£50k+
Meet the team
L
Can help with
Pensions & retirement
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
102
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
1696
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
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
19
Minimum
wealth
£150k+
Meet the team
Alex Danks
Can help with
Pensions & retirement
Financial planning
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