Top 7 Best Financial Consultants in London

Choosing the right financial consultant can be a pivotal decision for both individuals and businesses in London. With a city teeming with financial expertise, finding the perfect consultant to guide your financial strategy requires careful consideration. In this guide, we delve into the Top 7 Best Financial Consultants in London, helping you navigate the wealth of options available.

Financial consultants offer a variety of services designed to enhance your financial health and future. Here are some of the key services they provide:

Investment Planning
Retirement Planning
Tax Advisory
Estate Planning
Risk Management
Wealth Management
Budgeting and Financial Forecasting

When selecting a financial consultant, consider the following aspects:

Experience and Credentials
Client Reviews and Testimonials
Range of Services Offered
Fee Structure (typically ranging from $100 to $500 per hour)
Personalized vs. Generic Solutions
Transparency and Communication

Our guide aims to streamline your search, ensuring you find a consultant who aligns with your financial goals and needs.

1. Bennison Brown Mortgages
2. Knight Frank Finance
3. Vistaara Financial Solutions

4. William Street Wealth Management
5. Coutts
6. Our Newham Money
7. Fernbank Wealth

Number of companies

1026

Verified reviews

4,56

Average rating

+442074276067

1. Bennison Brown Mortgages

★ ★ ★ ★ ★ 5,0/5

149c Manchester Rd, E14 3DN, London

Financial planner
Financial consultant
Mortgage broker
Insurance broker

Why we chose them

Bennison Brown Mortgages stands out as a premier choice in the financial services industry, offering a comprehensive suite of services as a financial planner, financial consultant, mortgage broker, and insurance broker. Known for their high-quality service and expert advice, they are a whole-of-market mortgage broker dedicated to finding the best mortgage deals for their clients. Their expertise spans various needs, including residential, first-time buyer, remortgage, self-employed, contractor, and buy-to-let mortgages. Their commitment to personalized service means each client benefits from a dedicated Mortgage Broker and Case Manager, who handle the complexities of the mortgage process to alleviate stress and save time for their clients.

What makes them a noteworthy addition to our directory is their impressive track record, with over 500 five-star reviews highlighting their exceptional service quality. The company prides itself on low fees and free initial mortgage reviews, offering clients valuable insights without initial financial commitment. They also provide protection products tailored to individual and family needs, working with leading providers to secure the best solutions. Their flexible appointment scheduling accommodates busy clients, making them a reliable partner for anyone navigating the property market, whether for personal or investment purposes. Featured in esteemed publications, they offer practical advice and insights, reinforcing their reputation as a trusted and expert mortgage broker in the UK.

+442039251093

2. Knight Frank Finance

★ ★ ★ ★ ★ 4,9/5

55 Baker St, W1U 8AN, London

Mortgage broker
Financial planner

Why we chose them

Knight Frank Finance stands out as a dedicated partner in property, offering a comprehensive range of mortgage and financial planning services. With a passion for helping clients navigate one of the most significant decisions in their lives, the company is committed to acting with integrity and achieving the best possible outcomes. Their services cater to a variety of needs, including mortgages for first-time buyers, remortgaging, buy-to-let, and specialist lending. They also provide insurance options, covering everything from personal and life insurance to luxury asset coverage. Their expertise extends to commercial and development finance, making them a versatile choice for diverse financial requirements.

Renowned for their exceptional customer service, the team at Knight Frank Finance is praised for their personalized approach and insightful market advice. Clients benefit from access to over 200 financial providers, ensuring tailored solutions even for complex needs. The company also excels in areas like inheritance tax planning, equity release, and international finance, reflecting their commitment to comprehensive financial guidance. Their proactive and knowledgeable team is highly recommended by clients, who appreciate their dedication to finding optimal solutions and making the financial process seamless and stress-free.

+442081503719

3. Vistaara Financial Solutions

★ ★ ★ ★ ★ 5,0/5

Level 8, One Canada Square, E14 5AA, London

Mortgage broker
Financial consultant
Income protection insurance agency
Life insurance agency

Why we chose them

Vistaara Financial Solutions stands out as a prominent financial services provider in the UK, renowned for its expertise and dedication to customer satisfaction. Specializing as a mortgage broker, financial consultant, and offering services in income protection and life insurance, the company excels in delivering personalized financial solutions. With over a decade of experience, they expertly guide clients through the complexities of mortgages, ensuring informed decisions tailored to individual needs. Their commitment to customer service is underscored by a wealth of positive client testimonials, highlighting their transparency, expertise, and ability to simplify the process of securing financial products.

The company’s comprehensive service range includes mortgages for first-time buyers, remortgages, and buy-to-let options, alongside essential insurance services like critical illness cover and private medical insurance. Their approach is client-centric, focusing on understanding each client’s unique situation to provide the best possible advice and solutions. By working with an extensive panel of over 120 mortgage lenders, they ensure clients receive the most suitable options for their circumstances. The company’s dedication to excellence and personal service makes it a trusted choice for financial guidance and protection.

+442080420455

4. William Street Wealth Management

★ ★ ★ ★ ★ 5,0/5

30 Lombard St, EC3V 9BQ, London

Financial planner

Why we chose them

William Street Wealth Management stands out for its commitment to nurturing long-term relationships with its clients. Located in the heart of London on King William Street, the company is renowned for its modern approach to wealth management. Emphasizing principles of honesty, integrity, and dedicated service, they offer a wide range of financial planning services tailored to meet the unique needs of their clients. Their expertise extends to investment, retirement, and protection planning, as well as corporate services and intergenerational wealth management. This focus on comprehensive, client-centered financial strategies is what makes them a valuable addition to our directory.

Specializing in providing advice to young professionals and those in the music and entertainment industries, the company prides itself on building a strong community of clients who value personalized service. As an appointed representative of St. James’s Place Wealth Management, they are fully authorized and regulated by the Financial Conduct Authority, ensuring top-tier advice and service. Their partnership with St. James’s Place also allows them to offer specialized products and services, adding further value to their client offerings. This blend of expertise, integrity, and tailored service is why they are a distinguished name in wealth management.

+442077531000

5. Coutts

★ ★ ★ ★ ★ 3,9/5

440 Strand, WC2R 0QS, London

Financial planner
Bank
Private sector bank
Investment bank

Why we chose them

Coutts stands out as a prestigious financial institution with a rich history dating back to 1739. Renowned for its expertise in private banking and wealth management, the company offers a comprehensive range of services tailored to meet the needs of individuals and businesses. As a private sector and investment bank, it provides bespoke financial planning, current and savings accounts, as well as specialized borrowing options. Coutts’ commitment to understanding and effectively responding to client needs has solidified its reputation among those seeking to build and manage their wealth.

The firm’s London location is a hub for its operations, reflecting its dedication to serving clients in vibrant financial centers across the UK and the Channel Islands. Clients benefit from a personalized approach to wealth management, supported by a suite of investment services designed to help them achieve their financial goals. Coutts is also committed to sustainability and community inclusion, underscoring its role as a responsible and forward-thinking institution in the financial sector. By joining Coutts, clients become part of an exceptional network, gaining access to insights and services that support their financial ambitions.

+442084302041

6. Our Newham Money

★ ★ ★ ★ ★ 3,1/5

112-118 The Grove, E15 1NS, London

Financial consultant
Local government office

Why we chose them

Our Newham Money is a vital financial consultant and local government office dedicated to providing essential financial support and advice to the community. As part of the Newham Council, it offers a range of services designed to help residents manage their finances effectively. The company focuses on hardship support, offering guidance on accessing the Household Support Fund and other assistance programs. It also provides resources on smart spending, regular savings, and benefits and income maximization, ensuring that individuals can make informed financial decisions.

Additionally, the company addresses debt management and employment rights, providing comprehensive support to those in need. With affordable loans and a focus on financial empowerment, it serves as a crucial resource for residents facing economic challenges. Its commitment to community welfare and financial education makes it an essential addition to our directory, highlighting its role in fostering financial stability and well-being for the people of Newham.

+447919659307

7. Fernbank Wealth

★ ★ ★ ★ ★ 5,0/5

100 Hall Ln, E4 8EU, London

Financial consultant

Why we chose them

Fernbank Wealth stands out as a distinguished financial consultancy firm, renowned for providing comprehensive wealth management services tailored to individual needs. The firm excels in investment, retirement, and protection planning, alongside offering corporate services and guidance on intergenerational wealth management. With a commitment to responsible investing, Fernbank Wealth integrates its strategic partnership with St. James’s Place to deliver robust financial solutions. Their approach focuses on lifestyle financial planning, empowering clients to achieve the best life possible by making informed financial decisions.

Renowned for its personalized service, the firm builds long-term relationships with clients, ensuring their financial goals are met with precision and care. Testimonials highlight the team’s expertise, particularly that of Chartered Financial Planner Miles Novotny, who is praised for his clarity, patience, and trustworthy advice. Clients from various professional backgrounds, including legal and corporate sectors, commend the firm for its insightful advice and efficient service. By combining institutional strength with personal touch, Fernbank Wealth provides clients the freedom to pursue their aspirations confidently.

FAQs

What services do financial consultants in London offer?

Financial consultants in London offer a range of services including investment planning, retirement planning, tax advisory, estate planning, risk management, wealth management, and budgeting and financial forecasting.

How much do financial consultants in London typically charge?

The fees for financial consultants in London generally range from €90 to €450 per hour, depending on the complexity of the services and the consultant's expertise.

How do I choose the right financial consultant in London?

When selecting a financial consultant, consider their experience and credentials, client reviews, range of services offered, fee structure, and whether they offer personalized or generic solutions. Transparency and communication are also key factors.

How long does it typically take to see results from financial consulting?

The timeline for seeing results can vary based on the services provided and your specific financial goals. Investment and wealth management strategies may take several months to years to show significant outcomes, while budgeting and tax planning might offer quicker benefits.

Are financial consultants in London regulated?

Yes, financial consultants in London are typically regulated by the Financial Conduct Authority (FCA), ensuring they adhere to specific standards and practices to protect clients.

What should I prepare before meeting a financial consultant?

Before meeting a financial consultant, gather relevant financial documents such as income statements, tax returns, investment portfolios, and any existing financial plans. Being clear about your financial goals and concerns will also help maximize the consultation.

Do financial consultants in London offer customized financial plans?

Many financial consultants in London offer customized financial plans tailored to individual or business needs, focusing on personalized strategies to meet specific financial goals.

Can financial consultants help with both personal and business finance in London?

Yes, financial consultants in London can assist with both personal and business finance, offering a wide array of services designed to improve financial health and strategic planning for individuals and businesses alike.