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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
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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
39
Minimum
wealth
£500k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Sharia finance
Stockbroking services
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
3530
Minimum
wealth
£50k+
Meet the team
L
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
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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
94
Minimum
wealth
£100k+
Meet the team
M
Can help with
Pensions & retirement
Financial planning
Savings
RBC Brewin Dolphin

RBC Brewin Dolphin

London
Initial consultation free
FCA verified
Restricted
Protect, grow and nurture your wealth through our expert and bespoke wealth management service. Let’s build your financial future so you can focus on what really matters.
Clients
helped
148
Minimum
wealth
£500k+
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
Protect, grow and nurture your wealth through our expert and bespoke wealth management service. Let’s build your financial future so you can focus on what really matters.
Clients
helped
148
Minimum
wealth
£500k+
Meet the team
S
M
D
J
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
BSG Financial Solutions | Chartered Financial Planners

BSG Financial Solutions | Chartered Financial Planners

London
Initial consultation free
FCA verified
Restricted
Making dreams a reality since 1979
Clients
helped
54
Minimum
wealth
£250k+
Meet the team
Nigel Preece
Sarah Wichelow
Mark Edwards
Andy Clitheroe
Eduard Toiny-Pendred
+1
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
Lumin Wealth

Lumin Wealth

London
Initial consultation free
FCA verified
Independent
Lumin Wealth is an award-winning Chartered firm and amongst the top financial advisers in the UK. 3,500 families have chosen us as a trusted partner for their wealth management.
Clients
helped
553
Minimum
wealth
£150k+
Meet the team
Martin Cotter
Jon Hussey
Joe Fisher
Sara Moore
Will Harries
+4
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
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
17
Minimum
wealth
£250k+
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
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Frequently Asked Questions about Financial Advisers in Shoreditch