Top 10 Independent (IFAs) & Restricted Financial Advisers in Wimbledon
Netwealth Investments Limited
LondonWealth management as it should be. Expert advice and investment management combined with the latest technology, at much lower fees.
Clients
helped23Minimum
wealth£250k+Pensions & retirement+1Initial consultation free FCA verified RestrictedThe Private Office
LondonIndependent, 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.
Clients
helped32800Minimum
wealth£100k+Pensions & retirement+33Initial consultation free FCA verified IndependentAdvanta Wealth
LondonWith Advanta it’s always personal. We offer professional financial planning, with a personal touch. It’s how we’ll help you plan for the future and grow your wealth in a way that’s just right for you. Your way.
Clients
helped624Minimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Simon Latham at True Potential Wealth Management
LondonAs a Financial Adviser with True Potential Wealth Management I’m committed to delivering better value and choice for my clients.
ClientsRecently added
helpedMinimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified RestrictedEvelyn Partners
London"Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
Clients
helped27Minimum
wealth£500k+Pensions & retirementHLMDC+6Initial consultation free FCA verified RestrictedM F S Independent Financial Advisers
LondonWith offices in Wimbledon Broadway since 1986, our Independent Financial Advisers provide independent advice on all aspects of financial planning.
Clients
helped210Minimum
wealth£100k+Pensions & retirementDTLJDInitial consultation free FCA verified Independent- Clients
helped< 10Minimum
wealth£50k+Pensions & retirementMInitial consultation free FCA verified Independent M&G Wealth Advice
LondonWe 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.
Clients
helped576Minimum
wealth£100k+Pensions & retirementLInitial consultation free FCA verified RestrictedClarity Wealth Limited
LondonEveryone looks forward to their retirement - are you prepared for yours?
Clients
helped830Minimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified IndependentDouglas Steers & Company
LondonExpert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped7605Minimum
wealth£50k+Pensions & retirement+7Initial consultation free FCA verified Independent
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.