Ranking the Top London Financial Advisers in 2022-2023
London is an internationally renowned city as well as the largest city in the UK. It’s also a leading investment centre, boasting one of the world’s largest financial hubs and more ultra-high-net-worth individuals than any other city.
A benefit of having a concentration of financial expertise is that London is also home to some of the world’s top financial advisors.
You don’t have to be a millionaire to benefit from expert financial management from one of the best financial planning firms in London. Advisors can assist individuals and businesses at all asset levels with sound advice and strategies to reach their goals.
However, trying to find the right financial adviser in London that will be a good fit for your financial situation and future objectives can take some time. You want to ensure their firm has expertise with your distinct needs.
The following ranking and review of the top 10 best wealth management companies in London gives you an excellent place to begin your search. AdvisoryHQ has reviewed the best of the best when it comes to financial guidance and investment management in London and provides you with highlights for each firm.
You’ll also find some tips coming up that will help you hone your search for a good wealth management firm in London so you can narrow down your choices and find the firm that is a perfect match for your financial management needs.
Award Emblem: Top 10 Best Financial Advisors in London
Top 10 Best London Financial Advisers | Brief Comparison & Ranking
Best UK Financial Advisers in London
|AFH Wealth Management||5|
|Burlington Associates Limited||5|
|Devonshire Wealth Management||5|
|Holden & Partners||5|
|The Private Office (TPO)||5|
|Westminster Wealth Management||5|
Table: Top 10 Best London Financial Advisors | Above list is sorted by rating
How to Select the Best Financial Adviser in London, UK
There are a lot of good options when it comes to choosing among wealth management London firms but how do you choose who to work with? How do you narrow down your choices with so many wealth management companies in London?
Here are several questions you can ask as you’re reading the summaries for each of these best London financial planners that will help you zero in on the firm that’s going to be the best match for your financial style and situation.
What Type 0f Customers Do Wealth Management London Firms Work With?
One of the initial differentiators you can use with London financial advisers is to consider the types of customers they work with and see if you fit into those groups.
For example, some financial planners in London will work with only high-net-worth individuals, others work with all wealth levels. Some will also have a specialty in working with non-profits and institutions.
Top-Rated London Financial Advisors 2022-2023
Which Solutions Does This London Financial Advisor Specialise In?
If retirement is a main financial concern of yours, then you’ll want to make sure the London financial advisor you choose displays retirement planning prominently on its website as a specialty.
Likewise, if you have generational wealth with more complex expertise needed, look for financial planners in London that advertise family office services. Match their solutions to your most concerning financial needs.
How Many Wealth Management Services in London Do Firms Offer?
While reviewing the top-rated London wealth management firms, you’ll run across some varying services offered. Some will offer tax and accounting services along with investment management. Others will offer expat financial services for those that split their time between countries.
You’ll want to ensure any financial advisory London firm that you’re considering working with can support you with all the services you’re going to require on your financial journey.
If you’re looking for the best wealth management firms in the UK, make sure to check out our 2022-2023 Ranking of the Top Wealth Management Firms in the UK.
2022-2023 AdvisoryHQ’s Selection Methodology
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Please click here “AdvisoryHQ’s Ranking Methodologies” for a detailed review of AdvisoryHQ’s selection methodologies for ranking top-rated credit cards, financial accounts, firms, products, and services.
Detailed Review of the Best London, UK Wealth Management Firms
Below, please find a detailed review of 2022-2023 top financial advisors in London. We have highlighted some of the factors that allowed each best wealth management London firm to score so highly in our selection ranking.
Click on any of the names below to go directly to the review section for that London advisory and wealth management firm.
- AFH Wealth Management
- Attivo Financial Planning
- Burlington Associates Limited
- Devonshire Wealth Management
- Foster Denovo
- Holden & Partners
- Serenity Financial Planning
- Strabens Hall
- The Private Office (TPO)
- Westminster Wealth Management
Click below for previous years’ rankings:
- 2019 Review: Top 1o Best Wealth Management Firms & Financial Advisers in London, UK
- 2018 Review: 9 Best Wealth Management Firms & Financial Advisers in London, UK
AFH Wealth Management Review
Taking an inclusive and holistic approach to wealth management, AFH Wealth Management is one of the top wealth management firms in London that has over 200 independent financial advisors (IFAs) in 13 offices throughout the country.
With over 30 years of experience, this wealth management company in London is committed to using its position as one of the largest wealth management firms in the UK to provide the best possible service to its clients.
Key Factors That Enabled AFH Wealth Management to Rank as One of the Top Wealth Management Companies London, UK
Broad Range of Wealth Management Services
If you’re looking for a financial planner in London that can handle multiple financial planning services, then AFH Wealth Management will be a good option for you.
This financial planner in London offers multiple financial services and provides them all in an unbiased and unrestricted fashion, based on in-depth research and years of experience.
Services that you’ll find at this top-rated wealth management firm in London include:
- Financial Planning
- Investment Management
- Retirement Planning
- Inheritance Tax
- Protection Planning
- Tax Planning
- Mortgage Planning
Inheritance Tax Planning Guide
One of the specialties of AFH is in helping clients with inheritance tax planning so they’re not suffering an unnecessary tax burden. This financial adviser in London offers a free guide that helps educate people on the best ways to handle passing on money after death.
As one of the top wealth management firms in London, AFH offers the following detailed advice in its Inheritance Tax Planning guide:
- Explanation of what inheritance tax is and how it impacts an estate
- Taking advantage of the transferable nil-rate band
- Practical examples of estate planning in action
- How to set up a will to ensure it benefits those you care about
The experts at AFH also offer detailed information on their website on how inheritance tax is calculated and an explanation of both the nil-rate threshold and residence nil-rate threshold.
Best Wealth Management Firms London, UK
AFH Wealth Management takes a comprehensive approach to the financial advisory process, which begins with a no-obligation, no-cost initial meeting. Their straightforward process makes them an excellent London financial advisor for those new to investing.
With a broad array of services, a large footprint that covers areas across the UK, and a dedication to giving unbiased advice, AFH Wealth Management scores 5-stars as one of the top wealth management firms in London to consider partnering with in 2022-2023.
With a corporate structure and specialist skillset, Attivo is a top-rated Chartered financial planner and Pension Transfer Specialist with offices in Cheltenham, London, Cardiff, Darlington, Leeds, Liverpool, Sutton, and Havant.
Attivo does not note specifically whether it is a fee-only or fee-based financial advisory in London. As always, we recommend verifying the compensation structure before partnering with any wealth management companies in London.
Key Factors That Enabled Attivo Financial Planning to Rank as One of the Best Financial Advisors in London
Wide Range of Financial Services
The more services a client can obtain from the same top wealth management London firm, the more convenient it is for them and the better integrated all facets of their financial life will be.
As a top-rated financial advisor in London, Attivo works to provide clients with a wide array of financial planning services that can meet both short-term and long-term financial needs and goals.
Attivo’s services include:
- Independent Financial Planning
- Cash Flow Modelling
- Occupational Pension Specialist
- Retirement Planning
- Tax Planning
- Estate Planning
- Corporate Services
The London financial advisers at Attivo are financial specialists with a strong commitment to delivering clear independent financial advice.
Top Wealth Management Firms London
Commitment to Independence
Part of what makes Attivo one of the top wealth management companies in London is its dedicated commitment to remaining independent and not under the influence of larger financial institutions.
As an independent firm, these London financial advisers are not under pressure to promote any specific financial products over others, meaning that its clients receive truly unbiased financial guidance and advice.
For Attivo, this independence is what truly allows each of its London financial advisors to offer the best possible recommendations—and one of the primary reasons why clients choose to partner with this best financial advisor in London.
As one of the top wealth management firms in London, Attivo strives to create long-term relationships with its clients, working in partnership with clients to foster confidence and control of their financial future and help them achieve their unique financial goals.
With a wide array of financial services to offer and a focus on continuing education and financial leadership, Attivo scores 5-stars as one of the best financial advisors in London to consider partnering with in 2022-2023.
Burlington Associates Limited Review
Providing “whole of the market” recommendations for nearly two decades, Burlington Associates Limited is a top-rated independent financial advisor in London. Founded in 2003, Burlington offers holistic financial and wealth management services in London that are designed to provide unique financial solutions.
This fee-based wealth management London firm offers flexible financial planning services to meet every client’s needs and goals.
Key Factors That Enabled Burlington Associates Limited to Rank as One of the Top Wealth Management Companies London
Comprehensive Financial Planning
Individuals searching for an independent financial advisor in London will significantly benefit from Burlington Associate’s holistic financial planning approach, covering the broad spectrum of a client’s financial well-being.
- Analyzing your current financial position
- Preparing for retirement
- Protection for death, disability, and long-term illness
- Education fees
- Inheritance tax
- General tax mitigation considerations
As one of the top wealth management firms in London, Burlington also offers corporate advice and mortgage assistance, offering clients a wide variety of wealth management services in London to choose from.
2022-2023 Ranking of Top Wealth Manager in London
Experienced Financial Advisory London Team
Clients of Burlington can rest assured that they’ll be working with an experienced and well-credentialed team when they partner up with this financial advisor
Staff and advisers serving clients at Burlington Associates have relevant industry experience ranging between ten to thirty years. The staff brings an array of professional backgrounds and industry certifications to the table, including:
- Chartered Insurance Institute G60 Pension qualification
- Fellow of the Chartered Insurance Institute
- Chartered Financial Planner
- Mortgage Advice Qualification
- Financial Planning Certificate
As a leading financial planner in London, the company offers clients not only dedicated advisers but also alternate contacts within the firm so that their needs are always addressed in a timely manner.
Burlington Associates Limited offers clients an approach that integrates several areas of their financial life for a stronger overall strategy. This financial planner in London only recommends products that are backed by intensive research and offered in a transparent and comprehensive way.
As one of the best financial planning firms in London, Burlington provides comprehensive yet clear and transparent financial services to its clients.
Thus, we have scored the firm with a 5-star rating on our 2022-2023 ranking of top financial planning firms in London, UK.
Devonshire Wealth Management Review
Dedicated to helping clients realise their hopes and aspirations, Devonshire Wealth Management is a boutique financial planner in London that believes that personal relationships matter, thus advisors take time to really get to know each and every client.
Devonshire doesn’t specify whether it is a fee-based or fee-only London financial advisor. As always, we recommend verifying the fee structure before partnering with any financial advisor in London.
Key Factors That Enabled Devonshire Wealth Management to Rank as One of the Top Financial Planners in London
Bespoke or Transactional Services
Based on an individual client’s needs, Devonshire Wealth Management offers a variety of bespoke and transactional wealth management services in London.
Bespoke services offered by DWM include:
- Access to a dedicated account team
- Access to associated legal and accounting practices
- Valuation reports every quarter or every six months
- Cash flow modelling of future income and capital positions
- Regular and unlimited contact with your account team and adviser
- Investment review meetings
- Tax and estate planning
- Retirement planning
Transactional services include:
- Mortgage advice
- Release of equity from your home
- Commercial finance
- Bridging loans
- Life assurance protection
- Annuity purchases
- Health insurance
While the former model works for clients that are seeking a comprehensive wealth management and financial planning relationship with London financial advisers, the latter approach is often matched to the needs of clients who need advice on specific aspects of their financial lives.
Best Boutique Wealth Management Firms in London, UK
Assessing Investment Risk Tolerance
For new and experienced investors alike, assessing risk is a vital part of the portfolio management process to ensure your investments are selected appropriately.
As one of the top wealth management firms in London, Devonshire recognizes the importance of risk and takes a straightforward approach to ensure that risk preferences are matched to each client. This process includes:
- The suitability of different tax wrappers
- The use of different asset types
- Diversification across countries, currencies, industries, stocks, and commodities
- An independent fund selection process
- Consistent re-balancing
For clients looking for a boutique approach that emphasises personal relationships, Devonshire is an excellent example of how one of the best boutique wealth management firms in London should operate. Coupled with its client-centric style is a focus on state-of-the-art technology that offers flexibility for clients to keep up with all aspects of their financial plans.
Devonshire excels at offering clients a strong value proposition and a diverse range of services making it one of the top boutique wealth management firms in London to partner with.
Foster Denovo Review
Foster Denovo is a top financial advisor in London that serves individuals and their families, businesses, and charities. Founded in 2005, the firm works to make the financial management process as comprehensive and rewarding as possible for its clients.
This financial advisor in the UK provides bespoke financial advice to individuals and their families, charities, and employers. As always, we recommend verifying the compensation structure before partnering with a financial advisor in London.
Key Factors That Enabled Foster Denovo to Rank as a Top Wealth Management Firm in London
Tailored Wealth Management Services London
As one of the top London wealth management firms, Foster Denovo is well-equipped to handle a wide range of financial challenges through tailored financial planning services. This gives the client peace of mind that no matter what comes up, their Foster Denovo wealth advisor in London can handle it.
The services offered by Foster Denovo include:
- Financial planning with cash flow modelling
- Preserving established wealth through trusts and inheritance planning
- Optimising tax allowances
- Pension advice and retirement planning
- At-retirement advice and assistance with pensions
- Independent mortgage support and advice
- Protection for clients and their families against unforeseen circumstances
- Comprehensive personal insurance
With a range of comprehensive services, the London financial advisers at Foster Denovo can work alongside clients to help them achieve both long-term and short-term goals.
2022-2023 Top Wealth Management Firms London
Large, Talented Team
For many clients, finding the best financial advisor in London means finding a firm with an accredited, talented team. Industry accreditations demonstrate a commitment to excellence, but they also show that an advisor is staying apprised of best industry practices.
The team of London financial advisers at Foster Denovo brings a broad range of professional experiences and certifications, including:
- Diploma for Financial Advisers (DipFA)
- Financial Planning Certificate
- Advanced Financial Planning Certificate in Savings
- Diploma in Regulated Financial Planning
- Advanced Diploma with the Chartered Insurance Institute (CII)
- Chartered Financial Planner
- Certified Financial Planner
Foster Denovo has garnered several financial industry awards over the years and when asked how easy the firm is to do business with, 80% of its clients say working with these wealth managers in London is “effortless”.
With detailed biographies of Foster Denovo’s advisors, and nine offices throughout the UK serving clients with expert financial advice, Foster Denevo earns 5-stars as one of the best wealth management companies in London to consider working with in 2022-2023.
Holden & Partners Review
One of the choice firms to achieve Chartered status, Holden & Partners is a top-rated wealth management company in London dedicated to delivering first-class service to its clients while also building enduring partnerships.
Holden & Partners is a fee-based wealth management company in London. These wealth managers in London typically receive commissions on protection and annuities products, but this can be switched to a fixed fee if preferred.
Key Factors That Enabled Holden & Partners to Rank as a Top Wealth Management Firm in London
Wide Range of Financial Planning Services
As one of the top-rated financial planning firms in London, Holden & Partners offers clients an impressive range of bespoke, comprehensive financial services.
Holden & Partners financial services include:
- Pensions and Retirement
- Tax Planning
- School Fees Planning
- Lifetime Cashflow Analysis
- Protecting What Matters
- Long Term Care
- Divorce and Separation
- Equity Release
- Company Benefits
Financial goals and life situations are subject to fluctuate over time, and this wide range of services makes Holden & Partners a wealth advisor in London that clients can count on in the long term to have the ability to meet any number of financial needs throughout life.
Additionally, working with a wealth management firm in London that can handle multiple areas of financial management, means you’ll have a more integrated approach where all life areas are working together towards the same financial goals.
Ethical, Sustainable, and Thematic Investments
Holden & Partners is one of the top investment management firms in London that takes a unique approach to investments specialising in EST (Ethical, Sustainable, and Thematic) investment options. This gives investors the opportunity to align their portfolios with their personal values, while still promoting long-term growth.
These wealth managers in London take a research-driven approach to locate companies that are both profitable and are also making valuable contributions to society and the environment.
Uniquely, this dedication to ethical and environmental responsibility does not stop with EST investments. Holden & Partners has an Environmental Policy that includes external company promotions, professional memberships, sustainable practices, and more.
2022-2023 Ranking of Best Investment Management Firms in London
If you’re looking for a more personal, one-on-one approach from your financial advisor in London, UK, you’ll appreciate that Holden & Partners purposely maintains a smaller footprint and limits the number of clients each advisor works with. This allows its advisors to really get to know you and better serve your needs.
With a specialty in ethical investments, a personable, experienced, and talented team, and a custom-tailored approach, Holden & Partners scores 5-stars as one of the top investment management companies in London to consider partnering with in 2022-2023.
Serenity Financial Planning Review
Taking an approach that emphasises financial life planning, Serenity Financial Planning is a top-rated independent financial advisor in London. Founded in 2006, Serenity has a registered office in Barnet, Herts, and services clients “from all four corners of the UK.”
Serenity does not specifically state on its website whether it works with a fee-only or fee-based structure. We always advise readers to confirm the compensation structure before starting a working relationship with any London wealth management firms.
Key Factors That Enabled Serenity Financial to Rank as One of the Best Wealth Management Firms in London
Structured Financial Life Planning Processes
As one of the best wealth management London based firms, Serenity Financial follows a comprehensive process to address unique client financial planning needs.
This wealth management London based company will make sure that your financial journey follows a carefully crafted route designed to give vision to your finances and clarity to your dreams.
The journey is divided into two major stages:
During the Creation stage, this team of London financial advisers will spend some time getting to know you and work you through:
- Income & Expenditure
- Financial Forecasting
- Suitable Tax Strategies
- Assets & Liabilities
- Risk Profiling
- Strategy Recommendation
This financial advisor in London UK provides the following ongoing support activities:
- A dedicated financial life planner
- An annual review with your wealth advisor London
- Regular access to your advisor
- Detailed progress report and action plan
- Ongoing wealth management advice
- Online access to your information
- Access to educational seminars, workshops, and networking events
Best Wealth Management London Firms
Unlike many wealth managers in London, Serenity Financial takes a hands-on approach, not just giving you a financial plan, but putting time into ongoing financial coaching and ongoing reporting to ensure you have all the support you need for a successful financial future.
With an emphasis on custom financial planning and a talented and attentive team, Serenity Financial solidifies a 5-star rating on our 2022-2023 ranking of top London financial advisers.
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Strabens Hall Review
Helping individuals, companies, and families enhance and secure their wealth, Strabens Hall is an independent financial planner in London, UK, and Nice, France. This best financial advisor in London specialises in private wealth management, investment advice, financial planning, and wealth structuring.
Founded in 2007, the firm is a fee-based London wealth management firm that works with clients both on an “as needed” basis and through ongoing, long-term financial advisory relationships.
Key Factors That Enabled Strabens Hall to Rank as a Top Financial Advisor in London
Strategic Financial Planning London
To be successful over the long term, financial planning should be both comprehensive and tailored, fitting each client’s needs as they change over time.
As a top-rated independent financial adviser in London, Strabens Hall starts each financial planning relationship by getting to know each client’s unique circumstances, tailoring its services accordingly to address financial challenges such as:
- Tax-Efficient Planning
- Multi-Jurisdictional Planning
- Pension Planning
- Inheritance Tax Planning
- Life Insurance and Ill-Health Protection
- Cash-Flow Modelling
- Estate Planning
- Liquidity Management
- Trusts and Foundations
2022-2023 Best London Wealth Management Firms
International Financial Planning
For clients that must navigate global and UK tax systems, partnering with experienced London financial advisers like Strabens Hall can help remove the confusion and complexity of creating efficient planning solutions across a range of jurisdictions.
As a global firm, Strabens Hall stands out among other top financial advisors in London because it has the ability to assist clients with the following international financial planning challenges:
- Multi-Currency Investment Advice
- Resident Non-Domiciled Tax Environment
- Offshore Pension Planning
- Holding Structures for UK Property
- Protection Planning
Strabens Hall offers clients both flexibility and expertise when it comes to a wide variety of financial needs. This financial advisor in London, UK uses sophisticated cash flow modelling software that informs clients of potential financial outcomes so they can make insightful decisions.
With global expertise, a focus on integrated financial planning, and a client-focused approach, Strabens Hall earns 5-stars as one of the best financial advisors in London for individuals or businesses to consider partnering with in 2022-2023.
The Private Office (TPO) Review
Founded in 2008, The Private Office (TPO) is an award-winning chartered independent wealth management London firm that provides personal and tailored wealth management services.
This wealth management company in London is of any third-party influence thus providing truly independent and unbiased advice to its clients across the UK.
Key Factors That Enabled The Private Office to Rank as a Top London Wealth Management Firm
Tailored Financial Planning Approach
The Private Office offers bespoke personalized advice to individuals, families, and business owners that are looking to grow and preserve their wealth.
TPO’s financial services are rooted in 6 core approaches:
- To stay independent from any bias
- To provide tailored advice
- To work with transparent fixed fees
- To work as a chartered firm – the highest standard in the industry
- To provide professional cash management
- To deliver professional services to every client
These wealth managers in London use a process that’s built on integrity, confidence, and partnership which should be the ultimate goal of all the best wealth management firms in London.
Best Financial Planning Firms London
Wide Range of Wealth Management Services London
If you’re looking for a financial planner in London that can cater to all your needs regardless of what stage of your financial journey you’re at, you’ll be happy to hear that TPO will be able to meet you there.
These services include:
- Personal financial planning
- Structural financial planning
- Investment portfolio management
- UK & specialist pension planning
- Tax, estate, and inheritance tax (IHT) planning
- Legacy and succession planning
- Long-term care planning
- Expert / professional witness cases
- Clinical negligence / catastrophic personal injury planning
- Corporate financial planning
- Entrepreneurial planning
- Media, music, & entertainment solutions
- Alternative and esoteric investment advice
- Charity investment management
The Private Office is an excellent option for individuals, families, and busy business owners. This best financial advisor in London offers an extensive range of solutions that are rooted in integrity, confidence, and partnership.
Westminster Wealth Management
Founded in 2000, Westminster Wealth Management is one of the best private wealth management firms in London that provides a wide range of financial services to a diverse clientele.
Apart from being one of the best wealth management companies in London, Westminster Wealth Management is also one of the largest independent, chartered firms in the UK that’s committed to retaining its independent status.
As an Independent Financial Advisory firm, Westminster Wealth Management prides itself on having some of the best financial advisors in London and the UK.
Key Factors That Enabled Westminster Wealth Management to Rank as One of the Best Wealth Management Firms London
Westminster Wealth Management Services
With experts in every field, this financial adviser in London is well-positioned to cater to just about any and every financial need that any individual, family, charity, or company may need.
These services are:
- Retirement Planning
- Tax Efficient Investing
- Cashflow Forecasting
- Mortgages and Lending
- Financial Protection Insurance
- Corporate services
- Estate & IHT
2022-2023 Best Financial Advisory Firms London
Corporate Chartered Status
In 2015, this wealth management firm in London was awarded Corporate Chartered status by the Chartered Insurance Institute (CII). As explained on Westminster’s website, “Corporate Chartered status is an exclusive standard only awarded to firms which meet strict criteria relating to professionalism and capability.”
On top of that, this independent financial advisor in London prides itself on over 25 years of experience in providing its services in the UK while gathering a team of true experts who have over the years specialised in many fields.
By always striving to provide top-notch service and customer care, Westminster Wealth Management secured its spot on two of our biannual rankings: 2022-2023 Ranking of Top Wealth Management Firms in the UK and 2022-2023 Ranking of Best Financial Planning Firms in London.
These wealth managers in London always strive to provide extraordinary products and services that are clear and easy to understand thus securing Westminster Wealth Management a 5-star rating as one of the best financial planning firms in London to partner with in 2022-2023.
Conclusion – 2022-2023 Best Wealth Management Firms & Financial Advisors in London
These top-ranked financial advisory firms in London share a few common qualities, such as a commitment to transparency, custom-tailored solutions, and a wide range of service offerings.
On top of that, these financial advisory London firms also offer areas of distinction, such as specialties in international services, sustainable investing, and pension services. These areas can help you narrow your search for the best wealth management company in London that fits your distinct needs like a glove.
Many London financial advisers on our list offer complimentary introductory meetings to see if they’re a good fit for your needs and goals. This gives you an opportunity to gain more insight into the financial planning process as well as the firm itself.
Whichever advisor you ultimately choose, you can’t go wrong with one of the best London financial advisers that exemplify the best that the city has to offer when it comes to trusted, unbiased, financial advice. Good luck with your journey!
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