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

Find the best FCA regulated financial advisers in Shoreditch. Get expert help near you with pensions, investments, retirement planning and more
Shoreditch, London Borough Of Hackney, London, Greater London
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
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
253
Minimum
wealth
£250k+
Meet the team
Alan Chan
Ricky Chan
Steven Harris
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Business
Mortgages
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
2241
Minimum
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings
Fairstone Group

Fairstone Group

London
Initial consultation free
FCA verified
Independent
Fairstone is one of the top 10 wealth management companies in the UK with more than 50 offices across the country. With a 5-star Trustpilot rating and over 500 advisers, we offer a full range of financial advice and wealth management services.
Clients
helped
15109
Minimum
wealth
£0+
Meet the team
Waqas Nawaz
Jordan Grey
Rahim Nanji
Nicola Podda
Richard Whinder
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
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
65
Minimum
wealth
£500k+
Meet the team
S
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Stockbroking services
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
Humboldt Financial

Humboldt Financial

London
Initial consultation free
FCA verified
Independent
As a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.
Clients
helped
2548
Minimum
wealth
£50k+
Meet the team
Francis Gill
Oliver Canning
Jack Logan
Ryan Cook
Josh Gill
+1
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Business
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
996
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
Pall Mall Financial Independence Limited

Pall Mall Financial Independence Limited

London
Initial consultation free
FCA verified
Independent
Local Independent Financial advisors based in London Bridge, SE1. We specialise in Wealth Management and Retirement Planning.
Clients
helped
174
Minimum
wealth
£0+
Meet the team
Justin Bharucha
Stephen White
Mark Delahunty
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Frequently Asked Questions about Financial Advisers in Shoreditch