3 Best Financial Services in London

“First Wealth (London) Limited is the award-winning lifestyle financial planning approach that helps clients identify, achieve, and protect what matters most to them without the fear of running out of money. Anthony Villis is the managing director and financial planner of the firm. The First Wealth (London) Limited team works with high-net-worth individuals, SME business owners, and highly paid professionals. Their dedicated team of financial planners is located at 6 Broadstone Place, Marylebone, London, a short journey from Baker Street. This prime location allows them to offer both in-person and digital consultations that align with your busy work schedule. They offer free 30-minute video consultations to their clients.”

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“Buckingham Gate Chartered Financial Planners ' goal has always been to empower their clients and their families to enjoy their wealth and help them achieve true financial peace of mind. With their dedicated team of financial planners, they make this possible by creating simplicity out of complexity and acting as the guardian of their client's financial well-being. Their clients have always appreciated their ability to make the financial advice process simple and enjoyable. At Buckingham Gate, the team combines expert estate planning with retirement planning and investment management to give clients a holistic, 'one-stop' solution advice service. Buckingham Gate has over 11 years of experience and has helped thousands of clients with their IHT and estate planning. With their competitive rates and expertise, you will find their estate planning process straightforward and highly beneficial.”

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“Castell Wealth Management aims to grow your investments simply, effectively, and tax-efficiently to help you achieve your goals. James Lindley is the director of the firm. As certified financial advisers and wealth management specialists, the team provides you and your ecosystem unlimited support and value by aligning themselves with your personal goals, ambitions, and objectives. They take the time to understand your journey ahead and offer ongoing support. They know that financial well-being impacts every aspect of life and is critical in guiding behaviour towards others and the world around us. When you become a Castell client, you receive more than just financial advice; you enter an ecosystem of support and opportunity that is fully integrated with and focused on your goals and helps you achieve them.”

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