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

Find the best FCA regulated financial advisers in Lee. Get expert help near you with pensions, investments, retirement planning and more
Lee, Greater London
The Private Office

The Private Office

London
Initial consultation free
FCA verified
Independent
Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.
Clients
helped
39616
Minimum
wealth
£150k+
Meet the team
Steffan Alemanno
Abigail Banks
Julian Frere
Roger Clarke
Matthew Cole
+47
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
Eloise Cornes OneWealth Ltd

Eloise Cornes OneWealth Ltd

London
Initial consultation free
FCA verified
Restricted
OneWealth Ltd have been providing financial advice for over 5 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
28
Minimum
wealth
£0+
Meet the team
Eloise Cornes
Can help with
Pensions & retirement
Financial planning
Insurance & protection
Tax & trust planning
Savings
Hoxton Wealth

Hoxton Wealth

London
Initial consultation free
FCA verified
Independent
Founded in 2018, the Hoxton Capital Management Group endeavours to provide the highest possible service to clients across the globe.
Clients
helped
143
Minimum
wealth
£0+
Meet the team
Lewis Paterson
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Expatriate finances
Tetra Financial Planning

Tetra Financial Planning

London
Initial consultation free
FCA verified
Restricted
At Tetra, we follow a four-pillar approach to financial planning designed to help local individuals and businesses build, grow, and protect their wealth.
Clients
helped
435
Minimum
wealth
£0+
Meet the team
Michael O'Connell
David Bagley
David Chambers
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
Belvedere Wealth Management

Belvedere Wealth Management

London
Initial consultation free
FCA verified
Independent
We are committed to providing comprehensive financial planning and advisory services tailored to the unique needs of our clients. With a strong foundation built on the core values of integrity, excellence, and client-centric service.
Clients
helped
187
Minimum
wealth
£100k+
Meet the team
Sharif Hussein
Can help with
Pensions & retirement
Financial planning
Sharia finance
Highcross Financial

Highcross Financial

London
Initial consultation free
FCA verified
Restricted
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
124
Minimum
wealth
£100k+
Meet the team
Sebastien de la Fuente
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Mortgages
MPI Financial Advice

MPI Financial Advice

London
Initial consultation free
FCA verified
Independent
We provide a free update & advice service to help you understand your plans.
Clients
helped
8669
Minimum
wealth
£0+
Meet the team
S
Can help with
Pensions & retirement
Investments
Business
First Sentinel Wealth

First Sentinel Wealth

London
Initial consultation free
FCA verified
Independent
Clients
helped
492
Minimum
wealth
£100k+
Meet the team
Jonathan Hives
Toby Band
J
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Expatriate finances
Business
Douglas Steers & Company

Douglas Steers & Company

London
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10459
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Simeon Page
+7
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Isio Wealth Planning Ltd

Isio Wealth Planning Ltd

London
Initial consultation free
FCA verified
Independent
"We provide independent, whole-of-market wealth management support, designed to help you achieve your personal and financial goals. Our advice covers all aspects of your financial journey – from building wealth to protecting it and planning for the future
Clients
helped
57
Minimum
wealth
£250k+
Meet the team
S
D
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Frequently Asked Questions about Financial Advisers in Lee