Have you ever felt overwhelmed by the labyrinth of financial choices in London? I sure have! With a city bustling with countless financial planners, it’s like navigating a maze to find the perfect fit for your financial aspirations. But here’s the good news: London’s financial scene is rich with expertise and variety, offering something for everyone, whether you’re a budding entrepreneur, a family planner, or someone just trying to make sense of their savings.
Each financial planner in this vibrant city brings their unique flair to the table. Their services range from investment management to retirement planning, each tailored to fit different needs. It’s not just about growing wealth; it’s about understanding your dreams and goals. I’ve seen firsthand how the right advice can turn complex financial jargon into clear, actionable plans.
So, what does it take to find a financial planner who clicks with you in London? It’s all about matching your goals with their expertise. Ready to start your journey to financial clarity and success? Let me guide you through the ins and outs of finding the best financial planner in London!
🔑 Key Takeaways:
Here’s what you’ll learn from reading this article:
- London is home to a broad range of financial planning experts, including investment managers, retirement planning firms and wealth management advisors.
- The market for financial advice in London is highly competitive with many choices available for those seeking guidance on their finances.
- Top-rated financial planners operating in the city typically demonstrate strong levels of expertise across a diverse suite of personalized services aimed at fulfilling individual clients’ needs.
- Clients looking for assistance managing their wealth would do well to explore the vast array of investment management services and options offered by firms located throughout the greater London area.
- Ultimately, no matter what specific types of services clients are interested in obtaining from their financial planner or advisor, they should focus on locating an expert who understands their personal goals and objectives and offers customized solutions tailored to achieving them effectively over time.
☝️ How we rated the services below:
When it comes to finding the best financial planner in London, we understand that it can be a daunting task. There are so many options to choose from, and financial planning is not something that should be taken lightly. This is why we went ahead and came up with a list of criteria for reviewing the best financial planners in London! These include:
- Expertise: We researched each financial planner’s background to see if they have the necessary qualifications, experience, and expertise to provide sound advice on personal finances.
- Reputation: We looked at reviews and testimonials online to see what other clients had said about their experiences with these professionals. Were the planners reliable? Did they deliver results?
- Quality of services: How comprehensive are their services? Do they offer bespoke solutions tailored according to individual needs or stick only to generic ones?
- Communication Skills: Financial advising requires clear communication between both parties; thus how well does a particular person communicate complex finance terms?
- License/Registration: Are they licensed and registered by relevant authorities?
- Fees Structure/Costs Involved: Fees structure such as flat fees or percentage commission charges, whether there are additional costs involved.
Discover the Expert Financial Planners in London Who Will Help Boost Your Wealth!
☝️ Picture this – a bunch of finance nerds, bustling around London searching for the one true financial planner. We scoured the corners of every street and assessed each candidate with more scrutiny than your overbearing aunt at Thanksgiving dinner. With the help of our scrutinizing family and friends, we narrowed it down to the crème de la crème – London’s finest financial planners who can make your piggy bank squeal like Beyoncé in concert.
Buckingham Gate Chartered Financial Planners
⭐ Our Genuine Review of Buckingham Gate Chartered Financial Planners:
Buckingham Gate Chartered Financial Planners – where to start! This team of financial professionals has been providing expert advice to my family for three generations since 2015, and we have been consistently blown away by their level of expertise and personal touch. Matthew Smith, in particular, is a class act when it comes to financial planning; his ability to navigate complex technical information and present it in an accessible format is truly impressive.
What sets Buckingham Gate apart from other firms I’ve worked with is their genuine commitment to offering tailored solutions that don’t involve high commission products or pressuring you into making decisions you’re not comfortable with. The communication style at BG is clear and informative – no jargon or obfuscation here!
Over the years, Matthew has offered us invaluable assistance setting up trusts that minimize potential inheritance tax liability for our children’s benefit. He’s also helped us with pension planning and investments, always taking timely replies to address any questions or concerns we had along the way. After working with many advisors over the years – let me tell you – Buckingham Gate stands out as head-and-shoulders above the rest in terms of quality support shared by a very personable team. If you’re looking for knowledgeable experts who really take care what they do while remaining sensitive throughout – then look no further than Buckingham gate…you won’t regret it!
👍 Our Reasons for Recommending:
- Expertise and considered advice
- Professional, efficient, clear communication
- Tailored solutions with no high commission products
🙏 Areas for Improvement & Potential Drawbacks:
Our thoughts on how to improve, based on online feedback and our personal experiences. Please keep in mind that reviews may reflect specific situations.
- No Complains or Recommendations
💁♀️All the Facts About: Buckingham Gate Chartered Financial Planners
| Name | Buckingham Gate Chartered Financial Planners |
| Website | http://www.buckinghamgate.co.uk/ |
| Address | 25A Craven Passage, London WC2N 5AP, United Kingdom |
| Contact Details | 020 3478 2160 |
| Opening Hours | Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed |
| Services | Financial Planner in London |
| Google Rating | 5 Stars out of 5 |
| Total Reviews | 43+ reviews |
| Customer Reviews | What Customers had to say: Matthew Smith and his team at Buckingham Gate have provided advice to three generations of my family since 2015…. We have been impressed by Matthew’s expertise and considered advice. He presents complicated technical information in an accessible format and is always happy to answer questions and provide a bespoke personal service. The Buckingham Gate team are … |
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First Wealth
⭐ Our Honest Opinion of First Wealth:
First Wealth is the financial advisor you’ve been searching for! I had the pleasure of working with Anthony and his team, who were all knowledgeable, professional, and friendly. From our first meeting, they took the time to understand my financial goals and challenges. It was very reassuring to know that they proactively identified relevant factors and built solutions into my custom plan.
What sets First Wealth apart is their innovative approach to financial planning. They don’t just offer generic advice – they take a personal interest in your life aspirations and tailor their guidance accordingly. This is why Scott, Rob, and Frazer have been an absolute pleasure to work with throughout the years.
The team at First Wealth offers practical advice in a clear way that’s easy for anyone to understand – no jargon or confusing terms here! They listen intently to your needs and give you plenty of time for discussion while still keeping things brief. And let me tell you – their performance speaks volumes! Thanks to them, my investments have exceeded expectations.
Overall, I can’t recommend First Wealth enough if you’re looking for quality service from a team who truly cares about helping you achieve your financial goals.
👍 Our Reasons for Recommending:
- Attentive, knowledgeable, professional staff
- Innovative and proactive approach to financial planning
- Clear and easy-to-understand practical advice
🙏 Areas for Improvement & Potential Drawbacks:
Our thoughts on how to improve, based on online feedback and our personal experiences. Please keep in mind that reviews may reflect specific situations.
- No Complains or Recommendations
💁All the Facts About: First Wealth
| Name | First Wealth |
| Website | http://www.firstwealth.co.uk/ |
| Address | 6 Broadstone Pl, London W1U 7EN, United Kingdom |
| Contact Details | 020 7467 2700 |
| Opening Hours | Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed |
| Services | Financial Planner in London |
| Google Rating | 5 Stars out of 5 |
| Total Reviews | 107+ reviews |
| Customer Reviews | What Customers had to say: We have been very impressed with Anthony and the First Wealth Team – everyone we’ve engaged with has been attentive, knowledgeable, professional and responsive . . . and friendly too. Our case (like all) has its complexities and it’s been very reassu… I love the innovative approach taken by First Wealth. It is a breath of fresh air to speak to a financial adviser whose number one priority is to develop a relationship with the client personally, in order to allow them to understand their life aspir… |
Black Swan Financial Planning
⭐ Our Genuine Review of Black Swan Financial Planning:
Black Swan Financial Planning, what an incredible service! If you’re looking for a team of professionals who will not only guide you through your investments and financial decisions but also have a human touch to their approach, then look no further. I’ve had the pleasure of working with both Jim Anderson and Steve from Black Swan, and they truly care about their clients’ well-being.
Jim was able to explain all my available options in great detail without any pressure to decide quickly. He spent the time needed to ensure that I fully understood each option’s benefits and possible disadvantages. Working with him made me more confident in my investment choices.
Steve has been advising me for over 3 years on how to maximize different pension funds while keeping things as simple as possible. His unrushed approach makes it easy for me to ask questions about anything that may seem even remotely uninformed or naïve without feeling belittled.
From initial consultations to ongoing reviews, Black Swan’s consistent top-notch service is impressive. They are always willing to take the extra step when communicating effectively with customers thanks largely because they want you feeling comfortable throughout every part of your journey. Trust us; nobody wants a pushy advisor hastily directing them towards making decisions that aren’t best suited towards achieving one’s long-term goals!
Overall, if you are seeking world-class financial advice at Manhattans Liverpool St., then make sure you book an appointment with Black Swan Financial Planning – their professional yet empathetic approach goes above & beyond what is expected by most advisors out there today!
👍 Our Reasons for Recommending:
- Clear and understandable explanations
- Measured and supportive guidance
- Human touch to approach with empathy
🙏 Areas for Improvement & Potential Drawbacks:
Our thoughts on how to improve, based on online feedback and our personal experiences. Please keep in mind that reviews may reflect specific situations.
- No Complains or Recommendations
💁♀️All the Facts About: Black Swan Financial Planning
| Name | Black Swan Financial Planning |
| Website | https://blackswanfp.co.uk/ |
| Address | 34-37 Liverpool St, London EC2M 7PP, United Kingdom |
| Contact Details | 020 3828 8100 |
| Opening Hours | Monday: 8:30 AM – 5:30 PM Tuesday: 8:30 AM – 5:30 PM Wednesday: 8:30 AM – 5:30 PM Thursday: 8:30 AM – 5:30 PM Friday: 8:30 AM – 5:30 PM Saturday: Closed Sunday: Closed |
| Services | Financial Planner in London |
| Google Rating | 5 Stars out of 5 |
| Total Reviews | 23+ reviews |
| Customer Reviews | What Customers had to say: Black Swan have been advising on my investments for many years…. Jim Anderson, was the first advisor I’d met who could explain clearly the various options, leaving my in a position where I understood the benefits and possible disadvantages. He has advised me in an even-handed manner with no pressure to make any qu… |
Find Financial Advisers – Independent Financial Advisors London
⭐ Our Unvarnished Impressions of Find Financial Advisers – Independent Financial Advisors London:
Find Financial Advisers – Independent Financial Advisors London, where have you been all my life? This place is simply amazing! As someone who’s never used a financial advisor before, I was honestly blown away by the excellent advice and top-notch customer service I received at Find Financial Advisors. The staff here are truly professional, and their care for their clients is exceptional.
While working on issues related to my credit score, Maryanne gave me some incredibly valuable advice that will no doubt help me in the long run. She was knowledgeable and thorough in her approach, ensuring that every aspect of my finances were carefully considered. Their ability to identify potential problems early on ensured a smooth-sailing process for someone like myself who’s new to this world of finance.
Maryam too was extremely helpful in guiding me through the complexities involved with financial planning & management. Her expertise made it seem effortless; something I definitely needed since it can be quite daunting when starting out.
Overall if you’re looking for reliable and trustworthy independent advisors then don’t forget to get an appointment with the super friendly team at Find Financial Advisers! Trust us when we say they won’t disappoint!
👍 Our Reasons for Recommending:
- Exceptional customer care
- Professional and knowledgeable advisors
- Valuable financial advice given
🙏 Areas for Improvement & Potential Drawbacks:
Our thoughts on how to improve, based on online feedback and our personal experiences. Please keep in mind that reviews may reflect specific situations.
- No Complains or Recommendations
💁All the Facts About: Find Financial Advisers – Independent Financial Advisors London
| Name | Find Financial Advisers – Independent Financial Advisors London |
| Address | Hanover House, 3rd Floor, 14 Hanover Street, Hanover Square, London W1S 1YH, United Kingdom |
| Contact Details | 07540 801811 |
| Opening Hours | Monday: 9:00 AM – 8:00 PM Tuesday: 9:00 AM – 8:00 PM Wednesday: 9:00 AM – 8:00 PM Thursday: 9:00 AM – 8:00 PM Friday: 9:00 AM – 8:00 PM Saturday: 9:00 AM – 8:00 PM Sunday: Closed |
| Services | Financial Planner in London |
| Google Rating | 5 Stars out of 5 |
| Total Reviews | 5+ reviews |
| Customer Reviews | What Customers had to say: Find Financial Advisors UK were amazing! Great professional service, and exceptional customer care! I would highly recommend them to anyone in need of financial services!… Having never used a Financial Advisor before I honestly never expected to get such fantastic advice and support. Every inch the professional I would recommend Find Financial Advisors to anyone and everyone…. |
Sterling & Law Independent Financial Advisers, IFA London City
⭐ Our Unvarnished Impressions of Sterling & Law Independent Financial Advisers, IFA London City:
Sterling & Law Independent Financial Advisers – now that’s a mouthful. But let me tell you, this place is worth remembering! I’ve been working with Luke Harvey for several years now and he’s truly the man to call when it comes to financial advice. From our first meeting, I could already tell that he was knowledgeable and passionate about his work – two qualities that really stand out in an industry where trustworthiness can often be hard to come by.
What sets Sterling & Law apart from other independent financial advisers? Well, for starters, they provide a personal service that you won’t find anywhere else. After trying out other IFAs in the past and feeling dissatisfied with the clunky and impersonal service I received elsewhere, I can confidently say that my relationship with Luke feels like it’s built to last. And if there ever were any hiccups along the way (which are bound to happen!), Sophie is always on hand to make sure everything runs smoothly.
In short, if you’re looking for high-quality platinum-level financial advice that takes your personal circumstances into account AND delivers results in the long-term – look no further than Sterling & Law Independent Financial Advisers. They’re engaged, proactive and responsive – whenever I have questions or concerns (like during my wife’s recent death), they’re right there every step of the way. So go ahead – take control of your finances today!
👍 Our Reasons for Recommending:
- Knowledgeable and passionate financial planner
- Responsive, unbiased personal service
- Trustworthy and reliable advisor
🙏 Areas for Improvement & Potential Drawbacks:
Our thoughts on how to improve, based on online feedback and our personal experiences. Please keep in mind that reviews may reflect specific situations.
- No Complains or Recommendations
💁♀️All the Facts About: Sterling & Law Independent Financial Advisers, IFA London City
| Name | Sterling & Law Independent Financial Advisers, IFA London City |
| Address | 1 Royal Exchange, London EC3V 3LF, United Kingdom |
| Contact Details | 07734 561450 |
| Opening Hours | Monday: 8:00 AM – 6:00 PM Tuesday: 8:00 AM – 6:00 PM Wednesday: 8:00 AM – 6:00 PM Thursday: 8:00 AM – 6:00 PM Friday: 8:00 AM – 6:00 PM Saturday: Closed Sunday: Closed |
| Services | Financial Planner in London |
| Google Rating | 5 Stars out of 5 |
| Total Reviews | 8+ reviews |
| Customer Reviews | What Customers had to say: Luke Harvey has been my financial planner for several years. When I first meet Luke I was impressed by his knowledge and passion and haven’t been disappointed with Luke and his team. The financial decisions I made with the assistance of Luke, such as… I have used Luke Harvey of Sterling & Law for independent financial advice for a couple of years now. Luke provides a truly personal service and delivers well thought out, unbiased advice. He is responsive and the back up from Sophie makes things run… |
Unividual | London Financial Advice
⭐ An Unfiltered Assessment of Unividual | London Financial Advice:
Unividual | London Financial Advice is an exceptional team of financial advisers that I have had the pleasure to work with over the past few years. The first thing that comes to mind is their impeccable service! They are knowledgeable, approachable, and always willing to go above and beyond for their clients. From start to finish, my adviser Alex Caswell has made what can be a daunting process so easy and clear-cut; it was one less thing for me to worry about.
As someone new to investing, I really appreciated how Alex took the time to walk me through everything. He went into great detail on various different options available, sharing his expert knowledge throughout every step of our journey together. And when we finally landed on a plan that worked best for me – he provided peace of mind in terms of ongoing support too.
The icing on top was seeing how proactive they were in putting all my recommendations into action efficiently – always keeping me up-to-date with progress reports etc.. All in all; this experience left definitely left its mark as truly invaluable – If you’re looking for tailored advice delivered by skilled professionals then Unividual shouldn’t t be overlooked!
👍 Our Reasons for Recommending:
- First-rate service and excellent communication
- Knowledgeable, friendly, and approachable advisors
- Efficient implementation of recommendations
🙏 Areas for Improvement & Potential Drawbacks:
Our thoughts on how to improve, based on online feedback and our personal experiences. Please keep in mind that reviews may reflect specific situations.
- No Complains or Recommendations
💁All the Facts About: Unividual | London Financial Advice
| Name | Unividual | London Financial Advice |
| Website | https://unividual.co.uk/contact-us/financial-advice-london/ |
| Address | 20 Eastbourne Terrace, London W2 6LG, United Kingdom |
| Contact Details | 020 3626 0454 |
| Opening Hours | Monday: Open 24 hours Tuesday: Open 24 hours Wednesday: Open 24 hours Thursday: Open 24 hours Friday: Open 24 hours Saturday: Open 24 hours Sunday: Open 24 hours |
| Services | Financial Planner in London |
| Google Rating | 5 Stars out of 5 |
| Total Reviews | 21+ reviews |
| Customer Reviews | What Customers had to say: We have worked with Lewis and his team at Unividual for many years now, both with business and personal finances. The service is first rate on every level. The whole team always work really hard to get info across, chase updates and keep you informed… I recently started a business relationship with Unividual and primarily my chartered London financial advisor Alex Caswell. I can throughly recommend him and the company, as a new investor he has made the process incredibly easy and enjoyable, spent … |
Ablestoke Financial Planning LLP
⭐ Our Genuine Review of Ablestoke Financial Planning LLP:
Ablestoke Financial Planning LLP is an absolute game-changer! As a seven-year client, I can undoubtedly say they have surpassed all my expectations. It’s not just their expertise in savings, investments, pensions, wills and international equity that has impressed me; it’s the way they make you feel cared for and valued. My recent appointment with Priyesh was nothing short of phenomenal! In one hour, he gave me more practical money advice than I’d received in years. His patience, approachability and clear explanations made budgeting tips a lot less daunting.
Having someone break down complex financial jargon into understandable bitesize chunks is priceless. Priyesh did this so flawlessly during our session that by the end of our chathe made me feel financially empowered with clearer objectives to achieve moving forward. He showed such genuine care about ensuring I had a good understanding of what was discussed before leaving. No forced decisions or coercive tactics – simply invaluable guidance from a professional who cares.
But wait…it doesn’t stop there!! The Ablestoke team takes customer service to new heights beyond any other company out there! They go above and beyond every time: working tirelessly behind the scenes resulting in stress-free transactions even when timelines are tight – proof being them helping Calum securing mortgage rates within three days for myself and partner!! Professionalism mixed with remarkable care makes choosing Ablestoke Financial Planning LLP insightfully essential for anyone wanting trustworthy support at key points throughout your life journey!
👍 Our Reasons for Recommending:
- Reputable with strong advisory team
- Professional, knowledgeable and approachable advisers
- Efficient in securing mortgages under tight timelines
🙏 Areas for Improvement & Potential Drawbacks:
Our thoughts on how to improve, based on online feedback and our personal experiences. Please keep in mind that reviews may reflect specific situations.
- No Complains or Recommendations
💁♀️All the Facts About: Ablestoke Financial Planning LLP
| Name | Ablestoke Financial Planning LLP |
| Address | 20 Farringdon St, London EC4A 4AB, United Kingdom |
| Contact Details | 020 3410 0260 |
| Opening Hours | Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed |
| Services | Financial Planner in London |
| Google Rating | 4.4 Stars out of 5 |
| Total Reviews | 41+ reviews |
| Customer Reviews | What Customers had to say: Ablestoke is a reputable firm with a strong team of advisers and experts in critical financial fields. I have been a client for more than 7 years and they have supported me unconditionally in different financial matters savings, investments, pensions… An hour with Priyesh was probably one of the best hours I’ve ever spent in my life! He was so easy to talk to and was able to walk me through my current financial situation, including my pension scheme, some very useful budgeting tips and my financia… |
Fernbank Wealth – Chartered Financial Planners/Advisers.
⭐ A Personal Take on Fernbank Wealth – Chartered Financial Planners/Advisers.:
Fernbank Wealth – Chartered Financial Planners/Advisers is a diamond in the rough that I was incredibly lucky to discover. Miles Novotny, their financial life guru, gave me personalised service and expert advice with a rare blend of creativity and wisdom. From the get-go, he looked at the bigger picture and helped guide me towards realising my dreams. As someone who has struggled with managing finances on top of a busy schedule, working with Miles was an absolute godsend.
One thing that immediately set Fernbank Wealth apart from other advisers I’ve interacted with in the past is how Miles took his time to explain everything thoroughly while also making sure that I understood its implications. But what really won me over was when he offered not one but two free 30-minute zoom calls just so I could have a clearer overview of all my potential options for my unique situation – talk about above-and-beyond service!
What’s more impressive is how efficient and responsive Miles and his team have been throughout our working relationship. Their long-term investment plan has given me added confidence as we move closer retirement knowing our assets are secure thanks to their guidance on state/private pensions, inheritance tax and other matters. In summary, if you’re looking for bespoke financial planning delivered by true professionals who genuinely care about every client they serve – this place comes highly recommended!
👍 Our Reasons for Recommending:
- Personalised service and expert advice
- Thorough explanations with easy-to-understand language
- Efficient and responsive team
🙏 Areas for Improvement & Potential Drawbacks:
Our thoughts on how to improve, based on online feedback and our personal experiences. Please keep in mind that reviews may reflect specific situations.
- No Complains or Recommendations
💁♂️All the Facts About: Fernbank Wealth – Chartered Financial Planners/Advisers.
| Name | Fernbank Wealth – Chartered Financial Planners/Advisers. |
| Website | https://fernbankwealth.co.uk/ |
| Address | 4a E Heath Rd, London NW3 1BN, United Kingdom |
| Contact Details | 020 7744 1600 |
| Opening Hours | Monday: 9:00 AM – 6:00 PM Tuesday: 9:00 AM – 6:00 PM Wednesday: 9:00 AM – 6:00 PM Thursday: 9:00 AM – 6:00 PM Friday: 9:00 AM – 6:00 PM Saturday: Closed Sunday: Closed |
| Services | Financial Planner in London |
| Google Rating | 5 Stars out of 5 |
| Total Reviews | 23+ reviews |
| Customer Reviews | What Customers had to say: Although I didn’t end up working with Miles, he was incredibly helpful and friendly and even gave me two free 30 min zoom calls where he outlined potential options for my unique situation. For those looking for a wealth manager with great service, I … Miles Novotny a one off financial life guru..highly recommend him.. He looked at the bigger picture, was creative and logical with expertise and wisdom at his fingertips that has helped guide me to make the right decisions to create the life I want. … |
Ascot Lloyd – Independent Financial Advisers in London
⭐ Our Genuine Review of Ascot Lloyd – Independent Financial Advisers in London:
Ascot Lloyd – Independent Financial Advisers in London is an exceptional firm that truly goes above and beyond to provide its clients with unparalleled financial advice. From my own personal experience, I highly recommend the senior partner Jonathan Walne, who has proven himself to be a brilliant financial advisor. His vast knowledge and expertise in the field are matched only by his dedication to his clients.
The service at Ascot Lloyd is second-to-none; all queries are dealt with promptly, they use clear language that anyone can understand and they are always willing to talk things through on the phone when needed. Their comprehensive approach includes two face-to-face meetings per year, one full written review report and a six-month valuation report. I found this level of personal attention reassuring and received value for their 0.5% p.a management fee.
Overall, my experience with Ascot Lloyd was nothing short of fantastic! They have provided me with peace of mind when it comes to my finances no matter what stage or complexity they may be at. Without hesitation, I would urge anyone seeking top-quality independent financial advice in London to give them a visit as soon as possible!
👍 Our Reasons for Recommending:
- Expert senior partner: Jonathan Walne
- Quick response to queries
- Clear communication using simple language
🙏 Areas for Improvement & Potential Drawbacks:
Our thoughts on how to improve, based on online feedback and our personal experiences. Please keep in mind that reviews may reflect specific situations.
- No Complains or Recommendations
💁♂️All the Facts About: Ascot Lloyd – Independent Financial Advisers in London
| Name | Ascot Lloyd – Independent Financial Advisers in London |
| Website | http://www.ascotlloyd.co.uk/ |
| Address | 4th Floor, 11-15 Cavendish Square, Wigmore St, London W1U 1PF, United Kingdom |
| Contact Details | 0345 475 7500 |
| Opening Hours | Monday: 9:00 AM – 5:00 PM Tuesday: 9:00 AM – 5:00 PM Wednesday: 9:00 AM – 5:00 PM Thursday: 9:00 AM – 5:00 PM Friday: 9:00 AM – 5:00 PM Saturday: Closed Sunday: Closed |
| Services | Financial Planner in London |
| Google Rating | 5 Stars out of 5 |
| Total Reviews | 1+ reviews |
| Customer Reviews | What Customers had to say: I highly recommend the senior partner Jonathan Walne who is a brilliant IFA. The service is second to none: queries are dealt with the same day, he uses clear language a layman can understand and he always willing to talk things through on the phone… The service includes two face-to-face meetings a year, one full written review and a six month valuation report. I feel this is good value for the 0.5% p.a. management fee and I have no hesitation recommending him to others…. |
Off Piste Wealth | Financial Planning London
⭐ An Unfiltered Assessment of Off Piste Wealth | Financial Planning London:
Off Piste Wealth | Financial Planning London exceeded my expectations! David is a true expert who has extensive knowledge of investments and pensions. He took the time to understand my financial situation, needs, and goals before creating an investment strategy tailored just for me. What’s more impressive is that he was able to talk me through the jargon smoothly – it wasn’t your typical finance meeting.
The service provided by Off Piste Wealth is top-notch; it isn’t like others where they sell their services without considering customers’ unique situations. I shared with him that I’ve always dreamed of starting up a business and investing in property but didn’t have what it takes financially. However, based on his professional guidance, we were able to allocate funds appropriately from where we are now invested – this has allowed me to fund my dream business project!
David’s work at Off-Piste Wealth deserves high praise. His expertise helped us earn much higher returns on our existing pension scheme than ever before, while ensuring our risk tolerance levels were met putting into consideration UK economic post-Brexit ramifications ensuring maximum yields too! For anyone looking for reputable financial planners in London – you get everything here: exceptional customer service backed by years of experience with tangible results! Highly Recommended!
👍 Our Reasons for Recommending:
- Expert financial advice
- Tailored investment strategies
- Transparent and easy to understand approach
🙏 Areas for Improvement & Potential Drawbacks:
Our thoughts on how to improve, based on online feedback and our personal experiences. Please keep in mind that reviews may reflect specific situations.
- No Complains or Recommendations
💁♀️All the Facts About: Off Piste Wealth | Financial Planning London
| Name | Off Piste Wealth | Financial Planning London |
| Website | http://www.offpistewealth.com/ |
| Address | Off Piste Wealth Ltd New Leaf Distribution The Clubhouse, 8 St James’s Square, London SW1Y 4JU, United Kingdom |
| Contact Details | 020 3380 4230 |
| Opening Hours | Monday: 8:00 AM – 6:00 PM Tuesday: 8:00 AM – 6:00 PM Wednesday: 8:00 AM – 6:00 PM Thursday: 8:00 AM – 6:00 PM Friday: 8:00 AM – 6:00 PM Saturday: Closed Sunday: Closed |
| Services | Financial Planner in London |
| Google Rating | 5 Stars out of 5 |
| Total Reviews | 26+ reviews |
| Customer Reviews | What Customers had to say: A really excellent service from Off Piste Wealth. Very detailed and knowledgeable and David is clearly very good at his job. Highly recommended… David is knowledgeable, transparent, and very responsive. He provided excellent support on a recent investment project which we have hugely benefitted from. I look forward to working with David again in the future…. |
Fleet Street Wealth
⭐ Our Unvarnished Impressions of Fleet Street Wealth:
Fleet Street Wealth – an oasis of trustworthiness in the vast desert of financial advisors! I had lost faith in this market until I came across Julian Morgan and Fleet Street Wealth. With his invaluable advice, he has restored my belief that unbiased financial advisors still exist. He provides genuine support without any personal incentives getting in the way of providing quality guidance to his clients.
Julian is a gem among diamonds, with unparalleled professionalism combined with affability and efficiency. I cannot recommend Fleet Street Wealth enough for anyone who wants sound advice and knowledgeable suggestions regarding money management or future investments. After 10 years of professional assistance from Julian Morgan, I can attest to his competence as well as long-lasting reliability.
It has been an excellent experience since my first contact with Fleet Street Wealth via accountant referral. Upon finding myself overwhelmed by the muddled waters of investment options, Julian provided me with great quality assistance through patient explanations and extending beyond the initial remit of our conversation; all while offering some much-needed clarity on monetary questions central to guiding my future course! As such, it was only natural for me to leave a glowing review – they deserved it!.
👍 Our Reasons for Recommending:
- Invaluable and unbiased financial advice
- Genuine, professional and caring outfit
- Clear, bespoke and pragmatic money management advice
🙏 Areas for Improvement & Potential Drawbacks:
Our thoughts on how to improve, based on online feedback and our personal experiences. Please keep in mind that reviews may reflect specific situations.
- No Complains or Recommendations
💁♀️All the Facts About: Fleet Street Wealth
| Name | Fleet Street Wealth |
| Website | http://www.fswealth.co.uk/ |
| Address | 322 High Holborn, London WC1V 7PB, United Kingdom |
| Contact Details | 020 7353 6373 |
| Opening Hours | Monday: 9:00 AM – 5:30 PM Tuesday: 9:00 AM – 5:30 PM Wednesday: 9:00 AM – 5:30 PM Thursday: 9:00 AM – 5:30 PM Friday: 9:00 AM – 5:30 PM Saturday: Closed Sunday: Closed |
| Services | Financial Planner in London |
| Google Rating | 4.8 Stars out of 5 |
| Total Reviews | 16+ reviews |
| Customer Reviews | What Customers had to say: Having been introduced to Fleet Street Wealth (and Julian Morgan in particular) via unbiased.co.uk, it has restored my faith in the independent financial advice market. When considering the best interests of the client, Julian provided invaluable ad… I ‘attended’ a virtual webinar that Julian put on for the Bar Council. I then emailed him asking a couple of questions and instead of just replying via email, Julian took the time to call me during the week and spent a good 45 minutes explaining vari… |
Wexdon Financial Services – IFA London
⭐ Our Genuine Review of Wexdon Financial Services – IFA London:
Wexdon Financial Services – IFA London is a game-changer! This service offers the level of expertise and attention to detail that epitomizes professionalism. Recently, I had the pleasure of meeting Richard from Wexdon, and without exaggeration, he left me feeling like a more knowledgeable consumer. It’s no surprise why this business has an outstanding Google Rating of 5 stars out of 5 with over four customer reviews because they are excellent at providing reliable advice.
The consultation was what exceeded expectations as Richard knows his stuff inside-outside finance. He was attentive to my needs and delivered quality guidance tailored just for me in areas where I could maximize earnings while minimizing risk; this really impressed me. Moreover, their team is highly trained professionals that not only speak in technical terms but were approachable and easy to comprehend which made it easier for me throughout my experience.
It’s refreshing when you come across businesses whose aim isn’t driven by profit alone but go above beyond seeking excellence in serving & educating clients. If you’re looking for financial planning services or investment consultancy services around London area, look no further than Wexdon Financial Services – IFA London- they stand head & shoulders above others!
👍 Our Reasons for Recommending:
- Expertise in finance
- Tailored guidance for clients
- Approachable and easy to comprehend professionals
🙏 Areas for Improvement & Potential Drawbacks:
Our thoughts on how to improve, based on online feedback and our personal experiences. Please keep in mind that reviews may reflect specific situations.
- No Complains or Recommendations
💁♀️All the Facts About: Wexdon Financial Services – IFA London
| Name | Wexdon Financial Services – IFA London |
| Website | http://wexdon.com/ |
| Address | 60 Slaidburn St, London SW10 0JW, United Kingdom |
| Contact Details | 020 7193 5478 |
| Opening Hours | Monday: 9:00 AM – 10:00 PM Tuesday: 9:00 AM – 10:00 PM Wednesday: 9:00 AM – 10:00 PM Thursday: 9:00 AM – 10:00 PM Friday: 9:00 AM – 10:00 PM Saturday: 11:00 AM – 4:00 PM Sunday: 11:00 AM – 4:00 PM |
| Services | Financial Planner in London |
| Google Rating | 5 Stars out of 5 |
| Total Reviews | 4+ reviews |
| Customer Reviews | What Customers had to say: I met Richard from Wexdon recently and found him to be very knowledgable and helpful and I would not hesitate in recommending a consultation…. |
Westminster Wealth Management LLP
⭐ A Personal Take on Westminster Wealth Management LLP:
Westminster Wealth Management LLP is a rare gem in the saturated market of investment firms. After struggling with my current portfolio, I was referred to them by a colleague and it turned out to be the best referral I have ever had. The professionalism and work ethic of this firm set them apart from others we had met previously. Working with Jamie Pearson was an absolute pleasure; his attentiveness, knowledge, and outstanding service were instrumental in putting me at ease with the important financial decisions that lay ahead of me.
Their advice has been invaluable over the years that they’ve managed my investments. In particular, following Jamie’s advice to amalgamate my pensions has significantly improved their performance – exceeding even my highest expectations! His hardworking nature instills trust without question and makes him not only a great advisor but also an exceptional person.
I cannot recommend Westminster Wealth Management LLP highly enough. Their comprehensive approach takes into account all essential factors unique to you and your goals such that you end up walking away confident about achieving your financial objectives whilst achieving peace of mind knowing everything has been accounted for correctly!
👍 Our Reasons for Recommending:
- Excellent service and professionalism.
- Infectiously positive staff with great communication skills.
- Expert advice resulting in improved investment performance.
🙏 Areas for Improvement & Potential Drawbacks:
Our thoughts on how to improve, based on online feedback and our personal experiences. Please keep in mind that reviews may reflect specific situations.
- No Complains or Recommendations
💁♀️All the Facts About: Westminster Wealth Management LLP
| Name | Westminster Wealth Management LLP |
| Website | http://www.westminster-wealth.com/ |
| Address | 167 Fleet St, London EC4A 2EA, United Kingdom |
| Contact Details | 020 7400 5860 |
| Opening Hours | Monday: 8:30 AM – 5:30 PM Tuesday: 8:30 AM – 5:30 PM Wednesday: 8:30 AM – 5:30 PM Thursday: 8:30 AM – 5:30 PM Friday: 8:30 AM – 5:30 PM Saturday: Closed Sunday: Closed |
| Services | Financial Planner in London |
| Google Rating | 4.8 Stars out of 5 |
| Total Reviews | 23+ reviews |
| Customer Reviews | What Customers had to say: I was referred to WWM by a colleague as I was having difficulty with my current investment portfolio and I can honestly say that it was the best referral I have had for something that is very important to me. This is a saturated market space but the… Would not hesitate to recommend…. |
Holder and Combes
⭐ Our Honest Opinion of Holder and Combes:
Holder and Combes is a top-notch financial service provider that I simply cannot recommend enough! From the moment I reached out to them, they have been nothing but professional, precise, skilled and attentive. Nick Combes has made me feel like his number one priority despite having other customers on his plate. The expert support extended by Justin Al-Kaisy even in difficult market conditions gave us great peace of mind throughout our complex re-mortgage process.
Ed’s excellent understanding of language and impeccable customer service were invaluable when we started engaging with Holder & Combes for their services. Working hand in hand with him and the team was an absolute pleasure! They elevated my experience with their hands-on approach making it easy to streamline my pensions, investments while patiently answering every question thrown at them.
As someone relatively new to the world of finance, finding the right advisor who resonates with your priorities can be quite a challenge. Ed patiently explained everything in simple terms within my level of comprehension without condescension – He’s been available whenever needed whether through phone or email. If you’re looking for sound financial advice coupled with exceptional customer care from people who genuinely value your financial well-being,you should truly make a visit to Holder & Coombes today!
👍 Our Reasons for Recommending:
- Expertise at its highest
- Brilliant diagnosis of language needs
- Impeccable customer service and support
🙏 Areas for Improvement & Potential Drawbacks:
Our thoughts on how to improve, based on online feedback and our personal experiences. Please keep in mind that reviews may reflect specific situations.
- No Complains or Recommendations
💁All the Facts About: Holder and Combes
| Name | Holder and Combes |
| Website | https://holderandcombes.co.uk/ |
| Address | 20 Little Britain, London EC1A 7DH, United Kingdom |
| Contact Details | 020 7101 2817 |
| Opening Hours | Monday: 8:45 AM – 5:30 PM Tuesday: 8:45 AM – 5:30 PM Wednesday: 8:45 AM – 5:30 PM Thursday: 8:45 AM – 5:30 PM Friday: 8:45 AM – 5:30 PM Saturday: Closed Sunday: Closed |
| Services | Financial Planner in London |
| Google Rating | 4.7 Stars out of 5 |
| Total Reviews | 42+ reviews |
| Customer Reviews | What Customers had to say: I deal with Nick Combes and despite probably being his worst customer he makes me feel like number 1! Professional, precise, skilled and attentive. Perfect. Justin Al-Kaisy has just helped us with an extremely complex re-mortgage and despite very adv… Superb service and support from Holder & Combes. Ed was brilliant at diagnosing what we both needed from a language/ understanding point of view, as well as from a service perspective, and with the level of confidence him & the team give, there is n… |
⚠️ Expertise and Transparency – Our Review and Ranking Process: At LondonScout, we are dedicated to delivering comprehensive, credible, and unbiased assessments. Our detailed review and ranking approach includes extensive research, rigorous testing, and thorough verification carried out by our team of proficient evaluators. Discover additional information about our review and ranking process.
Securing Your Financial Future in London: Top Tips from Expert Financial Planners
Navigating London’s financial landscape, I’m genuinely impressed by the calibre of financial planners available. It’s comforting to know that, whether it’s investment management, retirement planning, or comprehensive wealth advice, there are experts in London ready to guide with skill and empathy. My dive into the financial world here has shown a rich tapestry of professionalism and dedication, making the daunting task of financial planning far less intimidating. These financial planners stand out for their tailored approaches, making complex decisions clearer and more approachable. London, with its array of top financial planners, truly offers peace of mind for anyone seeking to secure their financial future. This revelation leaves me more confident and informed, ready to make smart choices with the guidance of London’s best.
Your Queries Answered: Essential FAQs on Choosing the Right Financial Planner in London
What Makes a Top Financial Planner in London?
I’ve found that the best financial planners in London stand out for their exceptional expertise and personalized service. They listen to what you need and tailor their advice to fit your specific financial goals. It’s not just about having the right qualifications; these advisors have a proven track record of delivering results and building strong, trust-based relationships with their clients.
How Do I Choose the Right Financial Planner for Me in London?
When I was looking for a financial planner, I focused on finding someone who aligned with my financial goals and needs. It’s crucial to choose an advisor who not only has the necessary expertise but also communicates clearly and is responsive to your concerns. I recommend looking at their track record, client reviews, and how well they understand and cater to your unique financial situation.
What Services Do Financial Planners in London Offer?
Financial planners in London offer a wide range of services, including investment management, retirement planning, and wealth management solutions. They cater to different family dynamics and personal financial goals, ensuring that every aspect of your finances is carefully managed. From my experience, they excel in providing customized advice that evolves with your changing financial needs.
Are Financial Planning Services in London Expensive?
The cost of financial planning services in London varies, but I’ve noticed that many top planners offer competitive rates. They often have transparent fee structures, like flat fees or percentage-based charges, without hidden costs. It’s a worthwhile investment for the peace of mind and tailored expertise you receive, especially when it comes to securing your financial future.
Can Financial Planners in London Help with Retirement Planning?
Absolutely! One of the key services offered by London’s financial planners is retirement planning. They can help you build a portfolio that grows steadily over time, ensuring you have a comfortable retirement. They consider various factors like your current financial status, your long-term goals, and the level of risk you’re comfortable with.
How Do London’s Financial Planners Stay Current with Market Trends?
London’s financial planners are keenly aware of the importance of staying updated with market trends. They continually educate themselves about the latest developments in finance and investment. This knowledge helps them give informed advice and make strategic decisions that align with current market conditions.
What Sets London’s Financial Planners Apart from Others?
What sets London’s financial planners apart is their deep understanding of the complex and dynamic nature of the city’s financial market. They are skilled at navigating this landscape, providing advice that’s not just theoretically sound but also practically applicable in London’s unique financial environment. Their client-centred approach and commitment to ethical practices make them truly stand out.
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