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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
Merton, London Borough Of Merton, London, 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
39624
Minimum
wealth
£150k+
Meet the team
Steffan Alemanno
Abigail Banks
Julian Frere
Roger Clarke
Matthew Cole
+37
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
Clarity Wealth Limited

Clarity Wealth Limited

Morden
Initial consultation free
FCA verified
Independent
Everyone looks forward to their retirement - are you prepared for yours?
Clients
helped
1474
Minimum
wealth
£150k+
Meet the team
Richard Platt
John Mount
Zac Warner
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Atram Wealth

Atram Wealth

London
Initial consultation free
FCA verified
Independent
As an Independent Financial Adviser, I am committed to empowering my clients with sound financial strategies tailored to their unique goals and circumstances.
Clients
helped
106
Minimum
wealth
£100k+
Meet the team
Irina Marta
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Business
Personal Financial Advice

Personal Financial Advice

London
Initial consultation free
FCA verified
Independent
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
10
Minimum
wealth
£100k+
Meet the team
N
Can help with
Pensions & retirement
Financial planning
Investments
Futurum Financial Advice

Futurum Financial Advice

Morden
Initial consultation free
FCA verified
Restricted
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
17
Minimum
wealth
£150k+
Meet the team
Alex Danks
Can help with
Pensions & retirement
Financial planning
Flying Colours Advice

Flying Colours Advice

Mitcham
Initial consultation free
FCA verified
Independent
Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
Clients
helped
20075
Minimum
wealth
£250k+
Meet the team
George Tuck
Billy Ambler
Liviu Ratoi
David Lemar
Carl Williams
+12
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care
Hoxton Wealth (UK) Ltd

Hoxton Wealth (UK) Ltd

London
Initial consultation free
FCA verified
Independent
Financial clarity. Delivered by people, enabled by technology. Helping clients see their financial life more clearly and make decisions with confidence.
Clients
helped
223
Minimum
wealth
£50k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Expatriate finances
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
999
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
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
Oak Financial Management Ltd

Oak Financial Management Ltd

London
Initial consultation free
FCA verified
Independent
Relationships require strong communication, we always listen to our clients in order to help us understand their true needs.
Clients
helped
66
Minimum
wealth
£50k+
Meet the team
Barry May
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