Top 20 Independent Financial Advisers in Roehampton

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  • Holden & Partners LLP

    Warlingham
    An independent, Chartered Financial Planner providing advice to families building their wealth, people approaching, or in retirement, and ethically-minded investors.
    25
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Mulberry Chartered

    London
    A Family run firm built over 30 years of client trust. Backed by The AFH Financial Group - one of the largest advisory firms in The UK with in excess of £6 billion under management. We are offering telephone or Teams for all initial enquiries.
    204
    £100k+
    9.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Bromley
    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.
    39
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Plutus Wealth Management LLP

    London
    Plutus is an award winning IFA firm providing independent advice, mortgage advice and wealth management for any individual.
    82
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Chantler Kent Investments - Sarah Grinnell

    Bromley
    We are still available to help you with your enquiries during these unprecedented times due to the Coronavirus outbreak. We can hold meetings remotely via Skype or Zoom & all paperwork can be emailed or scanned over. We are friendly, approachable advisers offering sound financial advice. We will provide you with advice in plain English that you can understand.
    56
    £20k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Keith Whitehead - LJ Financial Planning Ltd

    London
    Keith wants to combine his significant investment knowledge in a holistic approach to help his clients achieve their financial goals.
    22
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Investment Interest Management

    London
    We are the premier offshore financial adviser/portfolio manager on the Isle Of Man, offering advice to people onshore in the UK and offshore ex-repatriates. We offer a free initial consultation to discuss your circumstances and obtain advice.
    < 10
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Pinner
    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.
    39
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Female Financial Management Ltd

    London
    Making complex financial issues clear.
    64
    £50k+
    9.0
    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.
    33
    £100k+
    9.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • eightfourtwo

    London
    eightfourtwo is an agile and modern wealth management company. We build lifelong working relationships that flourish due to the trust that comes from a transparent approach and consistently successful outcomes.
    24
    £250k+
    8.0
    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.
    28
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • MLA Wealth Management Limited

    Banstead
    Mark Deasy has over 25 years of experience dealing with client's investment, pension and Inheritance Tax planning needs.
    172
    £0+
    8.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Uxbridge
    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.
    17
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Lawrence Dean at True Potential

    Bromley
    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
  • Westminster Wealth Management LLP

    London
    Independent, technical advice and 1st class service levels. We pride ourselves on our strap-line: Expertise. Fairly Priced.
    72
    £250k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • 2plan Wealth Management Limited

    Loughton
    Chartered Financial Planner offering independent financial advice to individuals, business owners and families to help optimise your financial decisions and manage your wealth.
    < 10
    £50k+
    7.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Humboldt Financial

    London
    Integrity. Excellence. Ownership.
    11
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Globe Independent Financial Advisors Ltd

    Twickenham
    Independent financial advisors, helping people who’re either approaching retirement, retired, in later life, business owners, US citizens and home buyers.
    109
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Plutus Wealth Management LLP

    West byfleet
    33
    £100k+
    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.