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

Find the best FCA regulated financial advisers in Wimbledon. Get expert help near you with pensions, investments, retirement planning and more
Wimbledon, Greater London
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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
41966
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
AAB Wealth Chartered Financial Planners

AAB Wealth Chartered Financial Planners

London
Initial consultation free
FCA verified
Independent
Giving you confidence in your financial future
Clients
helped
748
Minimum
wealth
£250k+
Meet the team
Flynn Gray
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Nine Edge Wealth

Nine Edge Wealth

London
Initial consultation free
FCA verified
Independent
We believe success is when dreams become reality. That belief sits at the heart of everything we do at Nine Edge Wealth because financial planning isn’t just about numbers, it’s about giving you the freedom and confidence to live the life you’ve imagined.
Clients
helped
25
Minimum
wealth
£150k+
Meet the team
Jason Baggott
Olly Cooper
Kieran Campbell
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Sharia finance
City Asset Management

City Asset Management

London
Initial consultation free
FCA verified
Independent
Delivering bespoke investment solutions for high net worth individuals across a diverse range of strategies.
Clients
helped
Recently added
Minimum
wealth
£250k+
Meet the team
Tom Waters
Can help with
Financial planning
Investments
Tax & trust planning
Savings
Octopus Money

Octopus Money

London
Initial consultation free
FCA verified
Restricted
You’ve worked hard for your money – now make sure it’s working hard for you. Octopus Money is here to change the financial advice industry for the better. We're a certified B-corp, built on 25 years of experience and named Advice Firm of the Year 2025.
Clients
helped
123
Minimum
wealth
£250k+
Meet the team
Ashley Thomas-Walsh
E
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Redmayne Bentley Investment Managers

Redmayne Bentley Investment Managers

London
Initial consultation free
FCA verified
Independent
At Redmayne Bentley, we bring extensive experience in bespoke investment management and financial planning with over 25 office locations nationwide.
Clients
helped
191
Minimum
wealth
£100k+
Meet the team
Paul Keith-Jopp
James Andrews
Roy Kaitcer
Can help with
Financial planning
Investments
Savings
Long Term Care
Stockbroking services
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
160
Minimum
wealth
£250k+
Meet the team
T
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
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
11821
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
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
11
Minimum
wealth
£100k+
Meet the team
N
Can help with
Pensions & retirement
Financial planning
Investments
City Asset Management

City Asset Management

London
Initial consultation free
FCA verified
Independent
Delivering bespoke investment solutions for high net worth individuals across a diverse range of strategies.
Clients
helped
Recently added
Minimum
wealth
£250k+
Meet the team
Tom Waters
Can help with
Financial planning
Investments
Tax & trust planning
Savings
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Frequently Asked Questions about Financial Advisers in Wimbledon