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

Find the best FCA regulated financial advisers in Southwark. Get expert help near you with pensions, investments, retirement planning and more
Southwark, London Borough Of Southwark, London, Greater London
Holder & Combes Ltd

Holder & Combes Ltd

London
Initial consultation free
FCA verified
Independent
We are passionate about helping people organise their financial affairs to achieve all of their objectives.
Clients
helped
22
Minimum
wealth
£100k+
Meet the team
Tom Dean
Justin Al-Kaisy
Nick Combes
Ed Holder
Scott Cooper
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Mortgages
Minos Wealth Planning

Minos Wealth Planning

London
Initial consultation free
FCA verified
Independent
At Minos Wealth, we guide our clients to the life they’ve always wanted. Whether you’re planning for retirement, investing a windfall, or simply want a thorough financial health check, we have the knowledge and expertise to spur you into action.
Clients
helped
77
Minimum
wealth
£100k+
Meet the team
Toby Barklem
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Business
and 1 more matches
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
2176
Minimum
wealth
£0+
Meet the team
L
Can help with
Investments
Savings
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
39295
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
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Mortgages
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
924
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
Clarity Wealth Limited

Clarity Wealth Limited

London
Initial consultation free
FCA verified
Independent
Everyone looks forward to their retirement - are you prepared for yours?
Clients
helped
1447
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
fw

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
68
Minimum
wealth
£100k+
Meet the team
M
Can help with
Pensions & retirement
Financial planning
Savings
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
924
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
DF Wealth Management Limited

DF Wealth Management Limited

London
Initial consultation free
FCA verified
Restricted
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
20
Minimum
wealth
£100k+
Meet the team
Joe Eggleston
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
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
45
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 Southwark