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.
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  • Simon Latham at True Potential Wealth Management

    London
    FCA verified
    As a Financial Adviser with True Potential Wealth Management I’m committed to delivering better value and choice for my clients.
    < 10
    £100k+
    Can help with
    Pensions & retirement

  • M F S Independent Financial Advisers

    London
    FCA verified
    With offices in Wimbledon Broadway since 1986, our Independent Financial Advisers provide independent advice on all aspects of financial planning.
    221
    £100k+
    Can help with
    Pensions & retirement

  • Douglas Steers & Company

    London
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    9577
    £50k+
    Can help with
    Pensions & retirement
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  • Fairstone Group

    London
    FCA verified
    Fairstone originated in the Northeast of England in 2008 and now has national coverage through a number of locally based offices. With a 5* Trustpilot rating & 14,250 reviews, Fairstone strive to be “The most trusted wealth management firm in the UK"
    14348
    £0+
    Can help with
    Pensions & retirement

  • Oak Financial Management Ltd

    London
    FCA verified
    Relationships require strong communication, we always listen to our clients in order to help us understand their true needs.
    65
    £50k+
    Can help with
    Pensions & retirement

  • Evelyn Partners

    London
    FCA verified
    "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."
    691
    £500k+
    Can help with
    Pensions & retirement

  • Lumin Wealth

    London
    FCA verified
    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.
    307
    £150k+
    Can help with
    Pensions & retirement

  • James Tucker - Blacktower Financial Management

    London
    FCA verified
    Tailored Wealth Management, Oension consolidations, Retirement Planning And Investment Solutions
    16
    £0+
    Can help with
    Expatriate finances

  • Virtus Financial Planning Limited

    London
    FCA verified
    Virtus Financial Planning has been providing financial advice for over 4 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.
    104
    £150k+
    Can help with
    Pensions & retirement

  • Redmayne Bentley Investment Managers

    London
    FCA verified
    At Redmayne Bentley, we bring extensive experience in bespoke investment management and financial planning with over 25 office locations nationwide.
    104
    £100k+
    Can help with
    Financial planning

How can a financial adviser help me?

An independent financial adviser (IFA) can help you with many of life’s big financial decisions, such as:

  • Accessing your pensions
  • Choosing how to take your pension income
  • Investing for the medium or long term
  • Protecting your family finances
  • Finding life insurance, critical illness cover and income protection
  • Starting a business
  • Setting up and managing a personal pension
  • Funding long-term care for yourself or a loved one
  • Leaving an inheritance while minimising tax

Your IFA will assess your whole financial situation and give you unbiased advice on the options available to you. They will also source financial products for you, independently of product providers, so you can choose the most suitable ones from the whole of the market. Finally, they will handle all the necessary administration, to save you time and hassle.

Why use Unbiased?

Unbiased is the place to find advisers you can trust. Our site offers one of the easiest and quickest ways to find the right professional for you. Every professional is appropriately regulated, qualified and independent of product providers, so you can be sure of finding unbiased advice. Our smart system can match an available professional to your requirements, so there’s no time-consuming shopping around. Alternatively, you can browse a list of local professionals and filter them to suit your preferences.