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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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Titan Wealth Planning Ltd

Titan Wealth Planning Ltd

London
Initial consultation free
FCA verified
Independent
AHR Private Clients is a UK High & Ultra High Net Worth provider of Independent Financial Advice within the UK offering a clear and focused proposition for the benefit of our clients retaining their interests at the heart of everything we do.
Clients
helped
1097
Minimum
wealth
£250k+
Meet the team
G
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Pocock Sanders

Pocock Sanders

London
Initial consultation free
FCA verified
Independent
Giving consistent positive and successful financial guidance to suit your needs for over 50 years
Clients
helped
200
Minimum
wealth
£250k+
Meet the team
Harry Sargent
A
Edward Brown
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Virtus Financial Planning Limited

Virtus Financial Planning Limited

Morden
Initial consultation free
FCA verified
Restricted
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.
Clients
helped
204
Minimum
wealth
£150k+
Meet the team
Simon Farrar
Charles Chambers
George Shaw
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Stockbroking services
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
756
Minimum
wealth
£250k+
Meet the team
Flynn Gray
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Advanta Wealth

Advanta Wealth

London
Initial consultation free
FCA verified
Independent
With Advanta it’s always personal. We offer professional financial planning, with a personal touch. It’s how we’ll help you plan for the future and grow your wealth in a way that’s just right for you. Your way.
Clients
helped
1224
Minimum
wealth
£250k+
Meet the team
Duncan Carter
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
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
12006
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
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
Pinnacle Wealth Management LLP

Pinnacle Wealth Management LLP

London
Initial consultation free
FCA verified
Restricted
Pinnacle Wealth Management LLP have been providing financial advice for over 13 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.
Clients
helped
174
Minimum
wealth
£150k+
Meet the team
Jon Dodson
Gem Ibrahim
Joe Holmes
Adam Cooper
Joseph Demetris
+5
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Advanta Wealth

Advanta Wealth

London
Initial consultation free
FCA verified
Independent
With Advanta it’s always personal. We offer professional financial planning, with a personal touch. It’s how we’ll help you plan for the future and grow your wealth in a way that’s just right for you. Your way.
Clients
helped
1224
Minimum
wealth
£250k+
Meet the team
Duncan Carter
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Advanta Wealth

Advanta Wealth

London
Initial consultation free
FCA verified
Independent
With Advanta it’s always personal. We offer professional financial planning, with a personal touch. It’s how we’ll help you plan for the future and grow your wealth in a way that’s just right for you. Your way.
Clients
helped
1224
Minimum
wealth
£250k+
Meet the team
Duncan Carter
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
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Frequently Asked Questions about Financial Advisers in Wimbledon