ThreeBestRated.co.uk
BEST RATED LONDON, UK FINANCIAL SERVICES

3 Best Financial Services in London, UK

Expert-recommended Top 3 Financial Services in London, UK. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence. You deserve only the best!

First Wealth (London) Limited
First Wealth (London) Limited
First Wealth (London) Limited
London financial services First Wealth (London) Limited video
6+ YEARS IN TBR
CALL CONTACT

FIRST WEALTH (LONDON) LIMITED

(4.9 Score)
6 Broadstone Place, Marylebone, London W1U 7EN, UK Directions

Since 2009

Speciality:

✓ Financial Planning ✓ Cash Flow Modelling ✓ Wealth Management ✓ Enterprise Investment Scheme (EIS) ✓ Intergenerational Wealth Planning ✓ Investment Management ✓ Seed Enterprise Investment Scheme (SEIS) ✓ Venture Capital Trust (VCT) ✓ Financial Coaching ✓ Tax Planning ✓ Capital Gains Tax (CGT) ✓ Inheritance Tax (IHT) ✓ Retirement Planning ✓ Flexi Access Drawdown ✓ Pension Annuities ✓ Pensions ✓ Self-Invested Personal Pensions (SIPP) ✓ Small Self-Administered Scheme (SSAS)

“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 video consultations.

2025 Update: Robert Caplan is the Director and Chartered Financial Planner of the firm. They are proud to have been awarded the prestigious Chartered Financial Planners designation by the Chartered Insurance Institute (CII). As a certified B Corporation, they are driven by doing good, not just making a profit. They balance business growth with their impact on the environment, their team, their clients, their governance and their community. They are an FCA-regulated business.”

Reviews | Play Video | Write a Review
Chartered Financial Planning Firm of the Year by Personal Finance Awards in 2021/22
Leading Adviser Practice by UK Platform Awards in 2017 & 2019
Adviser of the Year in 2016
David Norton Building Excellence Award in 2015
Small Adviser of the Year by Money Marketing Awards in 2015

Price:

Minimum Annual Fee £2,000

Contact:

020 7467 2700

Mon-Fri: 9am - 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Open Financial Advice
CALL CONTACT

OPEN FINANCIAL ADVICE

(4.8 Score)
37th Floor, One, Canada Square, London E14 5AA, UK Directions

Speciality:

✓ Financial Security ✓ Investments ✓ Pensions ✓ Trusts ✓ Wills ✓ Lasting Power of Attorney ✓ Equity Release ✓ Decreasing and Level Term Life Protection ✓ Income Protection ✓ Critical Illness Cover ✓ Family Income Benefit ✓ Individual Savings Account (ISA) ✓ Junior Individual Savings Account (JISA) ✓ National Savings Products (NS and I) ✓ Unit Trusts ✓ Open Ended Investment Companies (OEICs) ✓ Investment Trusts ✓ Fixed Interest Investments (Government and Corporate Bonds) ✓ Equities (Shares/Stocks) ✓ State Pension ✓ Personal Pension Plans ✓ Stakeholder Pensions ✓ Self-Invested Pension Plans (SIPP) ✓ Annuities ✓ Flexible Income Drawdown ✓ Investment Bonds ✓ Mortgages

“2025 Update: Open Financial Advice offers a fully comprehensive range of services. Aaron Tyson is the director of the firm. With over a decade of experience within Financial Services, generating a wide financial advice knowledge base, nurturing industry relationships with associated investment firms, lenders and insurers, they will find the right solution for you. They cater to this specifically by being open later in the evening than other advice firms. They holistically advise you to help you meet your goals now and in the future. They will build a strategy to reach your best possible financial position. They believe in offering a low-cost, exceptional service with a fully transparent pricing structure. You can contact them to book a free initial appointment.”

Reviews   |   Write a Review
Registration 15192342

Price:

Single Advice Process £300
Hourly Advice (Trusts/LPA/Wills/Group Financial Advice) £175

Contact:

02039 601010

Mon-Fri: 9am - 9pm
Sat & Sun: Closed

TBR® Inspection Report:

Humboldt Financial
Humboldt Financial
Humboldt Financial
CALL CONTACT

HUMBOLDT FINANCIAL

(4.8 Score)
Swan House, 33 Queen St, London EC4R 1AP, UK Directions

Since 2018

Speciality:

✓ Financial Planning ✓ ISAs and Shares ✓ Regular Savings ✓ Investment Funds ✓ Cash Assets ✓ Children’s Investments ✓ Investing for Income ✓ Managing Savings ✓ Wealth Management ✓ Trust Funds ✓ Pension and Retirement Planning ✓ Mortgage and Property ✓ Portfolio Management ✓ Tax and Estate Planning ✓ Employers ✓ Savings and Investments ✓ Redundancy ✓ Discretionary Portfolio Management ✓ Advisory Portfolio Management ✓ Thematic and ESG Portfolios ✓ Portfolio Review and Rebalancing ✓ Institutional and High-Net-Worth Solutions ✓ Pension Withdrawal Options ✓ Final Salary and Defined Benefit Schemes ✓ Planning for Early Retirement ✓ Pension Tax Planning ✓ Self-Employed Pension

“2025 Update: Humboldt Financial is authorised and regulated by the Financial Conduct Authority. Francis Gill is the Chief Executive Officer (CEO) of the firm. Their advisers provide ongoing support, helping you stay accountable and focused on your long-term financial goals from pension planning to savings and investments. Their mission is to help you build a clear path toward the financial freedom you deserve. They bring specialist knowledge in pensions, portfolio management, mortgages, and tax-efficient planning. They pride themselves on delivering advice you can rely on at every stage of life. From retirement planning to property investment, their advice is practical, personal, and built around what matters most to you. They speak openly, listen actively, and communicate with clarity and empathy. You can contact them to book an initial consultation.”

Reviews   |   Write a Review
WealthBriefing European Awards in 2025
Registration 11479520

Contact:

020 3031 9187

Mon-Fri: 8:30am - 6pm
Sat & Sun: Closed

TBR® Inspection Report:

Video

Write a Review for Humboldt Financial

Our Review Process:

  • All reviews matter:We publish both positive and negative reviews to provide a balanced perspective.
  • No censorship: Businesses cannot pay to remove or modify negative reviews.
  • Verification process: All reviews are checked for authenticity and compliance with our community guidelines before publication.
  • Fair representation: We display reviews of all ratings (1–5 stars) to help users make informed decisions.
  • Independence: We are not affiliated with the businesses we review and receive no compensation for favorable ratings.

Your honest opinion helps others make better choices. Whether your experience was excellent, average, or disappointing, we want to hear from you. For more details, check Community Guideliness

Contact Business

FIRST WEALTH (LONDON) LIMITED REVIEWS

We have been very impressed with Anthony and the First Wealth Team - everyone we’ve engaged with has been attentive, knowledgeable, professional and responsive . . . and friendly too. Our case (like all) has its complexities and it’s been very reassuring to be able to discuss and address them, especially as they have proactively identified additional relevant factors and built solutions into the ‘Grand Plan’. We look forward to continuing and developing our relationship with First Wealth over the coming years as we enter and progress through our retirement.

Highly professional and knowledgeable service from First Wealth. Things are always clearly explained and different options provided. When Coronavirus hit and markets were unstable it was easy to get hold of Rob and have a conversation with Rob about our concerns with our investments. He was able to explain things to us and allay our concerns which was a great comfort. We are incredibly happy with the service, the excellent advice and all round professionalism of everyone at First Wealth - so much so that we have recommended them to a number of our friends.

Sam & the team have been incredibly helpful, they set us on such a fabulous path and gave us clear insights on our next steps to create the future we want for ourselves. Thank you kindly Sam! I would highly recommend the First Wealth team if you're looking for financial advice.

These reviews are provided for information purposes and to help you make informed decisions.

To share your experience, click here or send it to reviews@threebestrated.co.uk.

We will display both positive and negative reviews. All submitted reviews are published after verification for authenticity and compliance with our Terms and Conditions, Privacy Policy, and Community Review Guidelines.

OPEN FINANCIAL ADVICE REVIEWS

I had a pleasure to work with Aaron on my first home purchase and Aaron went above and beyond with everything related to the mortgage and different stages of the purchase. Aaron is very professional and reliable, honest and responsive. Communication was great throughout the whole journey from start to the completion and gave me peace of mind that everything is on track. Complex matters he explained in simple terms which was super helpful. Happy to have him as my financial advisor and would definitely highly recommend to anyone who wants to get professional financial advice and high level service. Many thanks again Aaron.

We had a great experience working with Aaron when buying our first home. Thanks to Aaron and his advice, the whole experience was made less stressful as we always felt like we had someone to call whenever we had any queries. He always takes the time to clearly explain your options and it was very easy to book in a meeting to chat. We will definitely be using Aaron again in the future and would highly recommend him to others.

Aaron was recommended to me when I was due to remortgage and he lived up to expectations.. and went beyond! He took the time to explain my options in detail and even show me visually. He is friendly, very knowledgeable and professional. He responds quickly at all times of day and is very flexible, offering to arrange calls during the day or evenings. He also handled a very late request for a change very quickly to complete on time. I am grateful for Aaron's service and highly recommend it.

HUMBOLDT FINANCIAL REVIEWS

We would recommend James and Humboldt Finance to anyone. We met with James and he listened to everything we were after and then gave us advice based on our specific needs. James was friendly, approachable, knowledgeable but not pushy or sales-y. We wish we had done this years ago and are so glad we found Humboldt. We are looking forward to working with James, for many years to come.

The team at Humboldt have been so good to help with our mortgage. Josh has been extremely responsive with our needs and finding us an amazing deal for our first property. Cant thank them enough for their help with everything. Fully recommend for any one else looking to find a mortgage.

Working with Humboldt Financial to secure my first financial advisor was incredibly smooth and not at all intimidating experience. My advisor Ryan walked me through it all and answered all my questions to make me feel confident with my future planning in terms of pensions and savings. It’s great to know there are advisors out there who want to help people with their growing assets and who are willing to be accessible and take the fear out of the process.

TBR® Inspection Score Report

FIRST WEALTH (LONDON) LIMITED Total Inspection Points: 117/120
Business Hours: 9
Contact Info: 9
Reviews Study: 9
Acknowledgements: 10
Business Images: 10
Complete Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Pricing: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

OPEN FINANCIAL ADVICE Total Inspection Points: 116/120
Business Hours: 9
Complete Info: 9
Current Evaluation: 9
Reviews Study: 9
Acknowledgements: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Review Analysis: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

HUMBOLDT FINANCIAL Total Inspection Points: 115/120
Business Hours: 9
Complete Info: 9
Contact Info: 9
Reviews Accuracy of : 9
Reviews Study: 9
Acknowledgements: 10
Business Images: 10
Exact Services: 10
Legitimate Ratings: 10
Review Analysis: 10
Website Source: 10
Website Standard: 10
We use cookies to improve your experience. By continuing, you agree to our Privacy Policy.