Top 20 Independent Financial Advisers in Wimbledon

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  • Mazars Financial Planning Limited

    London
    We aim to be your "trusted adviser" - the adviser you turn to for considered advice, innovative ideas and tailored-solutions.
    78
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Devonshire Financial Services Limited

    London
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Advance Wealth Ltd

    Barnet
    Advance Wealth Ltd - Professional Financial Planning for private individuals and for businesses.
    31
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Slipaczek Chartered Financial Planners

    Barnet
    To champion the interests of our existing and future clients by putting them at the heart of our family business.
    53
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Takunda Sando at Quilter Financial Advisers

    New malden
    Chartered Wealth Manager who can assess your current circumstances and then use his extensive knowledge and understanding of all the available financial products and regulations to develop bespoke financial solutions to help you meet your objectives.
    17
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    London
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    28
    £50k+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Strabens Hall

    London
    Strabens Hall are experts in financial planning, pensions, wealth structuring and investment advice.
    46
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Keith Whitehead - LJ Financial Planning Ltd

    Kingston upon thames
    Keith wants to combine his significant investment knowledge in a holistic approach to help his clients achieve their financial goals.
    30
    £50k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Alexander House Financial Planning Ltd.

    London
    Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
    21
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Almond Financial ltd

    London
    We guide people towards a better understanding of their financial situation and personal options with integrity and care. We cover a wide area and have advisers throughout the UK. We provide no cost, no commitment initial meetings at a location that suits you. We Offer Zoom / Video calls during the lockdown period.
    19
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Fairstone Financial Management Ltd

    London
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    78
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Clear Financial Advice Ltd

    Banstead
    We provide financial planning advice, without limitations to individuals and organisations, supporting them to achieve their ambition both today and throughout their lives. Enquire today and start developing your financial plan for life.
    24
    £50k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • bdhSterling Ltd

    Epsom
    Financial Planners committed to helping people make good decisions and achieve their financial and lifestyle goals. bdhSterling provides value to their clients by enabling them to live the future life they want through holistic lifelong professional financial planning to support their goals, lifestyle and legacy. An established Epsom based financial advisory business with over a decade’s experience the firm is staffed by dedicated and helpful financial planners and a support team of over 30 professionals.
    308
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Continuum (Financial Services)

    Epsom
    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.
    84
    £100k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Ginkgo Financial

    London
    Intelligent advice. Plain speaking. Excellent service. The three guiding principles of Ginkgo. We make sure our clients get professional planning based on a detailed knowledge of their personal and business situations – not just at the start of our relationship with them, but throughout its lifetime. And because life is full of twists and turns, we design all our plans to be flexible: we will review your plan regularly and make sure it always keeps pace with your circumstances and goals.
    12
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Pyrford Financial Planning

    Walton on thames
    If you are planning for, at, or in early retirement, we help people just like you identify, achieve and maintain their desired lifestyles without fear of running out of money.
    48
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Woodford green
    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.
    115
    £100k+
    9.5
    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.
    23
    £100k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Thompson Cavendish Ltd

    Brentford
    Nigel Thompson specialises in enhancing client's portfolios and reduces costs and saves tax where possible.
    50
    £50k+
    7.0
    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.
    295
    £250k+
    9.4
    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.