BEST RATED LONDON, UK FINANCIAL SERVICES

3 Best Financial Services in London, UK

Name: 3 Best Financial Services in London, UK
Rating: 4.8

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!

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FIRST WEALTH (LONDON) LIMITED

4.9

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.”

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OPEN FINANCIAL ADVICE

4.8

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.”

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HUMBOLDT FINANCIAL

4.8

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.”

3 Best Financial Services in London, UK