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Financial Advisors in London

Looking for a financial advisor in London? Trusted Advisor lists 17 FCA-verified advisors serving London and the surrounding area, covering pensions, retirement planning, investments, mortgages, inheritance tax, and protection. Every advisor is independently verified against the Financial Conduct Authority register, every review is left by a real, paying client, and every initial consultation is free of charge.

Compare profiles below, read verified client reviews, and book a no-obligation initial call directly with the advisor of your choice.

Financial advice in London

London concentrates more high-earner advice demand than anywhere else in the UK — bonus and RSU planning, the £100k–£125k taper, and London-property-led inheritance tax exposure are the three issues advisors here see every week.

With average property values well above the UK mean, London households frequently breach the £325,000 nil-rate band on the family home alone, making inheritance tax planning a near-universal concern. Many clients also work in financial services, tech or law and need help structuring deferred bonuses, vesting RSUs and EMI options around their pension annual allowance and the tapered allowance for high earners. Self-employed contractors and limited company directors in central London commonly use SSAS and SIPP structures alongside dividend planning.

Areas covered across London

City of London, Westminster, Canary Wharf, Kensington, Islington, Richmond.

Postcode areas covered: EC, WC, E, N, NW, SE, SW, W. Estimated population: 8.9 million.

Common advice scenarios in London

  • Bonus sacrifice and tapered annual allowance planning for City employees
  • Inheritance tax mitigation on London property estates above £2 million
  • Cross-border advice for non-doms, US persons and recent arrivals
  • EIS, VCT and SEIS investing for additional-rate taxpayers

Aaron Bains

Network Financial Advisor in London

Aaron Bains is a Financial Wealth Planner at JKB Wealth Management, an Appointed Representative of St. James’s Place Wealth Management. With over seven years of experience in financial services and a

Angelo Crisafulli

Network Financial Advisor in London

Angelo Crisafulli is a highly experienced Private Wealth Manager with over two decades of expertise in managing investments and providing wealth planning advice to high-net-worth and ultra-high-net-wo

Dotun Akinniranye

Network Financial Advisor in London

With nearly a decade of experience in financial services, Dotun specialises in helping tech professionals—particularly those in Fintech, SaaS, and AI—gain clarity and confidence around their wealth. H

Emma Stanfield

Network Financial Advisor in London

Emma Stanfield is a Financial Adviser at Atlas Wealth, where she helps high-achieving professionals simplify their finances and build clarity into their decision-making. With over five years’ experien

Hamil Mason

Independent Financial Advisor in London

Hamil Mason is a Financial Adviser at Clockswood, with over 20 years of experience helping individuals and businesses make confident, informed decisions about their finances. A fully Chartered adviser

Harvey Armstrong

Independent Financial Advisor in London

Harvey Armstrong is a Financial Planner at Lumin Wealth, helping individuals and families make confident, well-informed financial decisions through structured, long-term planning. Since joining the fi

Hiren Nandha

Network Financial Advisor in London

Hiren Nandha is a highly accomplished Chartered Wealth Manager and Certified Financial Planner™ with nearly a decade of experience in wealth management. Based in London, he is dedicated to creating ta

James Matthewson

Network Financial Advisor in London

James Matthewson ACSI is a seasoned wealth management adviser based in London, with extensive experience in pensions, investments, and financial planning. Passionate about helping individuals and fami

Josie Turi

Independent Financial Advisor in London

Josie Turi is a Wealth Management Consultant at Mattioli Woods, where she guides individuals, families and business owners through every stage of their financial lives. Her approach is built on a simp

Kabir Virk

Network Financial Advisor in London

Kabir Virk is a Private Wealth Manager at Apollo Private Wealth, a Partner Practice of St. James’s Place Wealth Management. Based in Canary Wharf, London, Kabir provides tailored financial advice to s

Max Dymoke

Independent Financial Advisor in London

Max Dymoke is an Independent Financial Adviser at Lumin Wealth, holding the Level 6 Advanced Diploma in Financial Planning (APFS). Known for his client-first approach, Max specialises in building tail

Max Spencer

Independent Financial Advisor in London

Max Spencer is a Wealth Management Consultant focused on helping clients find the right balance between long-term financial security and enjoying their wealth today. His interest in financial advice b

Nigel Parker

Network Financial Advisor in London & the Southeast

Nigel Parker is a Financial Planner at Southgate Wealth Management, with over 25 years of experience in financial services. He is passionate about helping clients achieve their long-term financial goa

Rory Kinnear

Independent Financial Advisor in London

Rory Kinnear is an experienced financial adviser and associate director at Lathe & Co Wealth Advisers, where he specialises in delivering tailored financial planning, retirement strategies, and wealth

Sam Dowse

Independent Financial Advisor in London

As a holistic financial adviser, Sam’s focus is on helping clients align their finances with the life they want to live today and in the future. His approach goes beyond numbers and spreadsheets; it's

Simon John

Network Financial Advisor in London

Simon is a highly experienced Financial Adviser with over four decades in financial services, having started his career in 1983 with Midland Bank and practising as a Financial Adviser since 2001. He w

Tariq Shaikh

Independent Financial Advisor in London

Tariq Shaikh is an experienced investment management professional with a career spanning over two decades. Currently serving as Head of Investment Management at Fowler Drew Limited, Tariq specialises

Frequently Asked Questions

How do I find a good financial advisor in London?

Compare 17 FCA-verified financial advisors serving London on Trusted Advisor. Each profile shows the advisor's services, qualifications, fee structure, and verified client reviews so you can shortlist two or three before booking a free initial call.

Are the financial advisors in London on Trusted Advisor regulated?

Yes. Every advisor listed is verified against the Financial Conduct Authority (FCA) register before going live, so they are authorised to provide regulated financial advice in the UK.

Do financial advisors in London offer a free first meeting?

Yes. Every advisor on Trusted Advisor offers a free, no-obligation initial consultation. You can book directly from the advisor's profile.

What does a financial advisor in London typically help with?

Most advisors in London help with pensions and retirement planning, investments and ISAs, inheritance tax planning, protection (life cover and income protection), and mortgages. Use each advisor's profile to see their specific specialisms.

Other regions

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