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

Find the best FCA regulated financial advisers in Clerkenwell. Get expert help near you with pensions, investments, retirement planning and more
Clerkenwell, London Borough Of Islington, London, Greater London
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
2248
Minimum
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings
Continuum Financial Services LLP

Continuum Financial Services LLP

London
Initial consultation free
FCA verified
Independent
I pride myself in providing an exceptional standard service to my clients, by giving clear, independent impartial advice using cash flow modelling. I am happy to meet in-person or remotely via video conference.
Clients
helped
829
Minimum
wealth
£0+
Meet the team
John Duckman
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Hymans Robertson Personal Wealth

Hymans Robertson Personal Wealth

London
Initial consultation free
FCA verified
Independent
Get expert support at every life stage, from the start of your career to retirement. Our services, driven by technology and expert advice, focus on long-term investing, backed by 100 years of experience from our parent company.
Clients
helped
193
Minimum
wealth
£250k+
Meet the team
Sheetal Radia
Carol Sneddon
Edward Faulkner
Jeff Simpson
Georgia Hall
+7
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
Castlegate Financial Management

Castlegate Financial Management

London
Initial consultation free
FCA verified
Independent
For over 30 years we’ve supported people and businesses across the East Midlands, London and beyond with retirement planning, business protection, investments, tax planning and legacy advice, delivering clarity now and lasting confidence for the future.
Clients
helped
Recently added
Minimum
wealth
£500k+
Meet the team
Becky Womble
Adam Thompson
Lauren Hanson
Heather Hodson
Lucy Guinness
+1
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Hymans Robertson Personal Wealth

Hymans Robertson Personal Wealth

London
Initial consultation free
FCA verified
Independent
Get expert support at every life stage, from the start of your career to retirement. Our services, driven by technology and expert advice, focus on long-term investing, backed by 100 years of experience from our parent company.
Clients
helped
193
Minimum
wealth
£250k+
Meet the team
Sheetal Radia
Carol Sneddon
Edward Faulkner
Jeff Simpson
Georgia Hall
+7
Can help with
Pensions & retirement
Financial planning
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
100
Minimum
wealth
£250k+
Meet the team
Owen Lewis
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Canaccord Genuity

Canaccord Genuity

London
Initial consultation free
FCA verified
Independent
We are part of the award winning Canaccord Wealth Management Company with UK assets under management in excess of £28bn.
Clients
helped
66
Minimum
wealth
£250k+
Meet the team
Nero Patel
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Business
and 2 more matches
Ascot Lloyd

Ascot Lloyd

London
Initial consultation free
FCA verified
Independent
At Ascot Lloyd, we believe financial advice should be clear, straightforward and genuinely helpful, not confusing and full of unnecessary jargon.
Clients
helped
1985
Minimum
wealth
£150k+
Meet the team
Craig Couldrick
Kevin Broome
Raj Chauhan
Harry Beddoe
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
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
Marc Lezar - PRG Financial Planners Ltd

Marc Lezar - PRG Financial Planners Ltd

London
Initial consultation free
FCA verified
Restricted
Helping clients plan for their financial future and build long term security for themselves and their families.
Clients
helped
420
Minimum
wealth
£0+
Meet the team
M
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Frequently Asked Questions about Financial Advisers in Clerkenwell