Top 10 Independent (IFAs) & Restricted Financial Advisers in Marylebone
Find the best FCA regulated financial advisers in Marylebone. Get expert help near you with pensions, investments, retirement planning and more

As an independently owned and specialised firm, we offer institutional quality financial advice and investment management, tailored to the individuals and families that we serve.
Clients
helped
helped
17
Minimum
wealth
wealth
£500k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Stockbroking services

Oculus Wealth Management – Sebastian Culpan-Scott
London
Initial consultation free
FCA verified
Independent
We set ourselves apart with a client-first ethos, providing you with clear, strategic advice to help you manage, protect and grow your wealth. With a tailored approach that adapts to your evolving circumstances.
Clients
helped
helped
67
Minimum
wealth
wealth
£500k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care

James Tucker - Blacktower Financial Management
London
Initial consultation free
FCA verified
Independent
Tailored Wealth Management, Oension consolidations, Retirement Planning And Investment Solutions
Clients
helped
helped
52
Minimum
wealth
wealth
£0+
Meet the team
Can help with
Expatriate finances

Using our experience in financial markets and the advisory industry, our approach is centred on the principle that the decisions you make about your finances will have a significant impact on your wellbeing and financial future.
Clients
helped
helped
124
Minimum
wealth
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Mortgages

With Advanta it’s always personal.
We offer professional financial planning, with a personal touch. It’s how we’ll help you plan for the future and grow your wealth in a way that’s just right for you. Your way.
Clients
helped
helped
1055
Minimum
wealth
wealth
£250k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business

I have been working in the wealth management industry since 2009, specialising in pension and wealth planning. Cross-border planning is also a specialism.
The advice I give is truly independent with no bias towards any particular investment manager.
Clients
helped
helped
163
Minimum
wealth
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Expatriate finances
ns
Making Monies last a lifetime - and a bit longer.
We offer a full range of Actuarial, pensions & investment advice including SIPPs (Self Invested Personal Pensions) and SSASs (Small Self Administered Schemes)
Clients
helped
helped
32
Minimum
wealth
wealth
£100k+
Meet the team
O
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Expatriate finances
Business
Frequently Asked Questions about Financial Advisers in Marylebone


