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

Personal Financial Advice Limited is a long-established financial planning company with satisfied clients across Worcestershire for over 30 years. We offer an initial consultation free of charge and you are under no obligation to proceed with us.
Clients
helped
helped
10
Minimum
wealth
wealth
£100k+
Meet the team
N
Can help with
Pensions & retirement
Financial planning
Investments

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
helped
18
Minimum
wealth
wealth
£150k+
Meet the team
Can help with
Pensions & retirement
Financial planning

Financial clarity. Delivered by people, enabled by technology.
Helping clients see their financial life more clearly and make decisions with confidence.
Clients
helped
helped
242
Minimum
wealth
wealth
£50k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Expatriate finances

A leading brand in Retirement Planning, providing expert advice across the UK either remotely or in the comfort of your own home.
We cover all options from Annuities to Drawdown, and everything in between, as well as transfers, reviews and consolidation.
Clients
helped
helped
6228
Minimum
wealth
wealth
£0+
Meet the team
+2
Can help with
Pensions & retirement
Insurance & protection
Savings
Mortgages

"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
helped
1093
Minimum
wealth
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

DF Wealth Management Limited has been providing financial advice for over 6 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
helped
20
Minimum
wealth
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business

"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
helped
80
Minimum
wealth
wealth
£250k+
Meet the team
D
Can help with
Pensions & retirement
Financial planning
Tax & trust planning

Relationships require strong communication, we always listen to our clients in order to help us understand their true needs.
Clients
helped
helped
66
Minimum
wealth
wealth
£50k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
Frequently Asked Questions about Financial Advisers in Merton

