Top 20 Independent Financial Advisers in Balham

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  • Tankard Wealth (UK and Europe)

    London
    We help our clients suitably develop, preserve and grow their wealth with a particular specialism regarding pension and investment objectives.
    89
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Halcyon Wealth

    London
    A client focused, innovative financial services consultancy with offices in the City of London, Canary Wharf and Royal Tunbridge Wells
    69
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Radcliffe & Newlands Ltd

    London
    Helping you to reduce tax, grow your money and provide certainty in retirement and long term care
    32
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Liddelow Financial Services

    Crawley
    234
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Halcyon Wealth

    Enfield
    A client focused, innovative financial services consultancy with offices in the City of London, Canary Wharf and Royal Tunbridge Wells
    16
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Crofton Financial Planning Ltd

    Sidcup
    We offer a free no obligation initial meeting at our offices, your home or other venue of your choosing.
    61
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Aurum Capital London Ltd 🇬🇧

    Belvedere
    Aurum Capital London is a bespoke award-winning & platinum status Restricted Whole of Market firm, providing independent and mortgage advice. Covid-19 has challenged us all. We specialise in providing cover to most individuals during this pandemic.
    < 10
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Mortgages
  • Sutton Winson Wealth Management

    Twickenham
    You’re unique. We will create the right plan by immediately meeting with you to fully understand your financial circumstances.
    86
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • M & N Insurance Service Ltd

    London
    We have a strong heritage of working with other professional advisers, corporate clients, trustees, and private clients providing holistic advice including investment portfolio management, risk management, and tax planning.
    39
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    London
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    < 10
    £100k+
    9.8
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Halcyon Wealth

    London
    A client focused, innovative financial services consultancy with offices in the City of London, Canary Wharf and Royal Tunbridge Wells
    20
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Lawrence Dean at True Potential

    Maidstone
    The main purpose of my role is to help professionals protect and grow their wealth.
    23
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Park Financial Limited

    London
    We specialise in the pension and equity release areas and also offer the option of a performance based ongoing service.
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Continuum (Financial Services)

    London
    I help answer expensive questions about your money and your future. Together we will build your financial plan, fund it and make sure you stick to it so that you can live the life that you want.
    98
    £100k+
    9.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    London
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    50
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Citrus Financial Management Ltd

    London
    Personal finance should never be a mystery. What isn’t understood can very often feel frightening. So we use clear, simple language to increase understanding, reduce the fear of finance and increase our clients confidence and feeling of control.
    27
    £50k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Marlow
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    56
    £100k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • IFS Wealth & Pensions Ltd

    London
    Chartered Financial Planners. We help clients achieve and maintain the lifestyle they want, without fear of running out of money.
    296
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Realm Investment Management Limited

    Orpington
    We help our clients achieve their financial goals and build a secure future for themselves and their families. In a recent independent survey 100% of our clients said they would recommend us to a friend or colleague looking for a similar service.
    New adviser
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Cliff Fowler - Positive Solutions

    Upminster
    < 10
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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.