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.
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  • The Private Office

    London
    FCA verified
    Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.
    37325
    £100k+
    Can help with
    Pensions & retirement

  • Qi Financial Solutions Ltd

    London
    FCA verified
    We offer high quality independent solutions to meet the needs of modern day life. Investment, Pensions & Wealth Management. We are committed to providing quality intelligent financial advice to support you through the different stages of your life.
    32
    £250k+
    Can help with
    Pensions & retirement

  • Empower Partners LLP

    London
    FCA verified
    Local adviser based in London with over 25 years' experience helping people maximise the financial opportunities available to them. Common sense advice, focussing on reducing your investing costs and giving you peace of mind that you're on track.
    157
    £500k+
    Can help with
    Pensions & retirement
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  • Clarity Wealth Limited

    Morden
    FCA verified
    Everyone looks forward to their retirement - are you prepared for yours?
    1207
    £150k+
    Can help with
    Pensions & retirement

  • M F S Independent Financial Advisers

    London
    FCA verified
    With offices in Wimbledon Broadway since 1986, our Independent Financial Advisers provide independent advice on all aspects of financial planning.
    220
    £100k+
    Can help with
    Pensions & retirement

  • Keith Whitehead - True Potential LLP

    Morden
    FCA verified
    I have joined True Potential Wealth Management as an experienced Financial Planner, with a wealth of knowledge and expertise, particularly in the complex areas of investments and pensions, including Defined Benefit/Final Salary advice.
    615
    £150k+
    Can help with
    Pensions & retirement

  • James Tucker - Blacktower Financial Management

    London
    FCA verified
    Tailored Wealth Management, Oension consolidations, Retirement Planning And Investment Solutions
    12
    £0+
    Can help with
    Expatriate finances

  • Hoxton Wealth (UK) Ltd

    London
    FCA verified
    Financial clarity. Delivered by people, enabled by technology. Helping clients see their financial life more clearly and make decisions with confidence.
    136
    £50k+
    Can help with
    Pensions & retirement

  • M&G Wealth Advice

    London
    FCA verified
    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.
    2045
    £100k+
    Can help with
    Pensions & retirement

  • Simon Latham at True Potential Wealth Management

    London
    FCA verified
    As a Financial Adviser with True Potential Wealth Management I’m committed to delivering better value and choice for my clients.
    < 10
    £100k+
    Can help with
    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.