2019 RANKING & REVIEWS
BEST LONDON FINANCIAL ADVISORS
Ranking the Top London Financial Advisers in 2019
London is an internationally renowned city as well as the largest city in both the UK and the European Union. 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.
Whether you’re planning to fund a child’s university education, saving for early retirement, or wish to invest your profits wisely to help your business thrive, the guidance from London’s top independent financial advisers (IFAs) can propel you forward.
However, trying to find the right financial advisor 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 firms 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 London financial planning firm 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 | 2019 Ratings |
| AFH Wealth Management | 5 |
| Alexander House Financial Services Ltd. | 5 |
| Attivo Financial Planning | 5 |
| Foster Denovo | 5 |
| Holden & Partners | 5 |
| Skerritts Chartered Financial Planners | 5 |
| Strabens Hall | 5 |
| The Private Office | 5 |
| Burlington Associates Limited | 3 |
| Devonshire Wealth Management | 3 |
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 a financial advisory firm in London, UK to work with. How do you narrow down your choices?
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 They Work With?
One of the initial differentiators you can use with London-based financial advisors is to consider the types of customers they work with and see if you fit into those groups.
For example, some financial advisory firms will work with only high-net-worth individuals, others work with all wealth levels. Some will also have a speciality working with non-profits and institutions.
Top-Rated London Financial Advisors 2019
Which Solutions Does Their Firm Specialise In?
If retirement is a main financial concern of yours, then you’ll want to make sure the London wealth management firm you choose displays retirement planning prominently on their website as a speciality.
Likewise, if you have generational wealth with more complex expertise needed, look for firms that advertise family office services. Match their solutions to your most concerning financial needs.
How Many Services Do They Offer?
While reviewing the top-rated IFAs in London, 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 management firm in London that you’re considering working with can support you with all the services you’re going to require.
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2019 AdvisoryHQ’s Selection Methodology
What methodology does AdvisoryHQ use in selecting and finalizing the credit cards, financial products, firms, services, and products that are ranked on its various top-rated lists?
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 2019 top financial advisors in London. We have highlighted some of the factors that allowed each London wealth management 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
- Alexander House Financial Services
- Attivo Financial Planning
- Foster Denovo
- Holden & Partners
- Skerritts Chartered Financial Planners
- Strabens Hall
- The Private Office
- Burlington Associates Limited
- Devonshire Wealth Management
Click below for previous years’ rankings:
AFH Wealth Management Review
Taking an inclusive and holistic approach to wealth management, AFH Wealth Management is a UK and London financial advisor that has over 200 IFAs in 12 offices throughout the country.
AFH does not specially state whether they are a fee-based or fee-only London financial manager. We always recommend that you confirm a firm’s fee structure prior to engaging their services.
Key Factors That Enabled AFH Wealth Management to Rank as One of the Top London Wealth Management Firms
Broad Range of Services
If you’re looking for multiple financial planning services that can be handled by the same London IFA, then AFH Wealth Management will be a good option for you.
The firm offers multiple financial services and provides them all in an unbiased and unrestricted fashion, based upon in-depth research and years of experience.
Services that you’ll find at this top-rated London financial advisory firm include:
- Financial Planning
- Retirement Planning
- Inheritance Tax
- Protection Planning
- Tax Planning
- Mortgage Planning
- Business Protection
- Corporate Pensions
- Employee Benefits
- Tax Mitigation
- Investment Management
- Portfolio Management
Inheritance Tax Planning Guide
One of the specialities of AFH is in helping clients with inheritance tax planning so they’re not suffering an unnecessary tax burden. The firm offers a free guide that helps educate people on the best ways to handle passing on money after death.
This top London wealth management firm offers the following detailed advice in their 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.
The Best London Wealth Management Firms
Rating Summary
AFH Wealth Management takes a comprehensive approach to the financial advisory process, which begins with a no-obligation, no-cost initial meeting. Their straight-forward process makes them an excellent UK 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 London financial advisors to consider partnering with this year.
Alexander House Financial Services Ltd. Review
With a focus on delivering high-quality services and transparent advice, Alexander House Financial Services Ltd (AHFS) is a London wealth management firm that has advisors across the UK. They believe in both traditional values and modern thinking.
AHFS does not state specifically whether they are a fee-only or fee-based London wealth management firm. However, the company’s investment fees statement notes that advisors are not able to receive or retain inducements from a product provider.
Key Factors That Enabled Alexander House Financial Services Ltd. to Rank as One of the Top London Wealth Management Firms
Flexible, Upfront Fee Structure
Clients that prefer to know in advance about all fees they would pay their London investment advisor, will appreciate the transparency of AHFS.
At AHFS, your fees are communicated up front, including the breakdown of services for which you’re paying. You’ll find fees separated according to:
- Insurance
- Mortgages
- Refund or Mortgage Fees
- Investment
- Ongoing Services & Fees
Additionally, the company notes, “Our fees are based wholly upon the provision of our qualified and professional expertise; the time taken to analyse your circumstances and devise an appropriate strategy going forward; the design of an appropriate summary report to communicate this strategy to you; and takes into account our firms exposure to regulatory, commercial and financial risk.”
This London wealth management firm goes farther than many in their industry in fully describing their fees upfront and on their website to their clients, representing a strong, client-facing commitment.
Advice for Buying a Home
Even for those with multiple properties, purchasing a new residence or commercial property is a financial decision that takes a lot of research and consideration. Having the help of a financial expert can ensure you’re getting the best deal for your money.
The London financial advisors at AHFS can help individuals approach property purchases strategically by addressing questions like:
- What will my costs be after I buy this house?
- Do I want to repay this mortgage on a month by month basis, or simply pay the interest and save on my own?
- Should I opt for a fixed or variable rate?
- Should I pay my mortgage off over a shorter or longer time period?
Acquiring the services of a financial planner in London can help you answer these questions in a way that will keep you secure moving forward and ensure your finances stay on the right track.
Rating Summary
Alexander House Financial Services takes a particularly client-focused approach to financial planning and wealth management. This financial advisory firm offers a broad range of services to both individual and business clients – all offered with the same client-centric approach.
With a focus on innovating while upholding traditions and a large and talented team, Alexander House Financial Services solidifies a 5-star rating as one of the top London financial advisors to consider partnering with this year.
See Also: Top Financial Advisers (IFAs) in Manchester and Cheshire, United Kingdom
Attivo Financial Planning Review
With a corporate structure and specialist skillset, Attivo Financial Planning is a top-rated Chartered financial planner and Pension Transfer Specialist with offices in Cheltenham, London, and Cardiff.
Attivo Financial Planning does not note specifically whether it is a fee-only or fee-based financial advisory firm in London. As always, we recommend verifying compensation structure before partnering with any London wealth management firm.
Key Factors That Enabled Attivo Financial Planning to Rank as a Top London Wealth Management Firm
Wide Range of Financial Services
The more services a client can obtain from the same top financial advisory 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 Financial Planning works to provide clients with services that can meet both short-term and long-term financial needs. These services include:
- Independent Financial Planning
- Cash Flow Modelling
- Occupational Pension Specialist
- Investment Portfolio Review
- Retirement Planning
- Tax Planning
- Estate Planning
- Corporate Services
The London IFAs at Attivo also have access to professionals that can assist with other services, like mortgages, insurance, and wills, further expanding their resources and providing valuable connections for their clients.
Commitment to Independence
Part of what makes Attivo one of the top London financial advisors is their dedicated commitment to remaining independent and not under the influence of a larger financial institution.
As an independent firm, the London IFAs at Attivo is not under pressure to promote any specific financial products over others, meaning that their clients receive truly unbiased financial guidance and advice.
For Attivo, this independence is what truly allows each of their London financial planners to offer the best possible recommendations—and one of the primary reasons why clients choose to partner with the firm.
London’s Top-Rated Financial Planning Firms
Rating Summary
Attivo Financial Planning strives to create long-term relationships with their clients, working in partnership with clients to foster confidence and control of their financial future and help them achieve their 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 advisers in London to consider partnering with in 2019.
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 their clients.
Foster Denovo does not explicitly describe itself as fee-based or fee-only. The company’s website does, however, mention that for mortgage advice they “may also receive a commission from the lender” in addition to their fee.
As always, we recommend verifying 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 Financial Planning
As a top London wealth management firm, 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 IFA 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.
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 bring 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
Rating Summary
Foster Denovo has garnered several financial industry awards over the years and when asked how easy the company is to do business with, 86% of their clients say working with these advisers is “effortless”.
With detailed biographies of their advisors, and eight offices throughout the UK serving clients with expert financial advice, Foster Denevo earns 5-stars as one of the best financial advisory firms in London to consider working with in 2019.
Related: Best Independent Financial Advisers in the UK (Top IFAs)
Holden & Partners Review
One of the choice firms to achieve Chartered status, Holden & Partners is a top-rated London-based wealth management firm dedicated to delivering first-class service to their clients and building enduring partnerships.
Holden & Partners does not specifically state whether it is a fee-based or fee-only financial advisory firm in London. As always, we recommend confirming fee structure and whether a firm accepts 3rd party commissions prior to contracting their services.
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 London financial advisors, Holden & Partners offers clients an impressive range of bespoke, comprehensive financial services. These 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 London IFA 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 financial planning firm 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 takes a unique approach to investments, specialising in EST (Ethical, Sustainable, and Thematic) investment options. This gives investors the opportunity to align their portfolio with their personal values, while still promoting long-term growth.
The London IFAs at Holden & Partners take a research-driven approach to locate companies that are both profitable and are also making valuable contributions to society and to 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.
Best London Financial Advisors for 2019
Rating Summary
If you’re looking for a more personal, one-on-one approach from your London financial advisory firm, you’ll appreciate that Holden & Partners purposely maintains a smaller footprint and limits the number of clients each advisor works with. This allows them to really get to know you and better serve your needs.
With a speciality in ethical investments, a personable and talented team, and a custom-tailored approach, Holden & Partners scores 5-stars as one of the best financial advisors in London to consider partnering with this year.
The Private Office Review
Offering tailored financial guidance at a fair value, The Private Office is a privately owned independent financial adviser based in London, Leeds, and Bath. They pride themselves on offering bespoke services based on diverse and comprehensive analysis.
The firm recently acquired John Lamb Wealth Management, adding to their collective expertise, skills, and technical knowledge.
The Private Office notes that they are “not incentivized to recommend our own portfolio solutions” and aren’t tied to any product provider, investment manager, or in-house funds. As always, we recommend confirming the compensation structure before partnering with any London IFA.
Key Factors That Enabled The Private Office to Rank as a Top London Wealth Management Firm
Award-Winning and Accredited
Individuals and companies working with the team at The Private Office are working with the best of the best. The firm has earned multiple awards and accreditations, illustrating that this wealth management firm in London has the expertise to handle any complex financial planning needs.
This London financial advisor has been awarded Corporate Chartered Status by the Chartered Insurance Institute (CII), which is an accreditation that less than 6% of all firms in the UK hold.
Chartered status means that a firm has fulfilled commitments that reinforce public trust, including a public declaration to professional standards, and commitment to be completely transparent and always put their clients’ needs first.
Since their founding in 2008, The Public Office has continued to garner industry awards every year, which speaks to the continued excellence of this London financial advisory firm. A few of the firm’s recent accolades include:
- Independent Financial Advice Award at Investment Week Gold Standards Awards 2019
- Named one of the Best Companies to Work For in 2019 by Yorkshire & Humber
- Named in the Top 25 Financial Planning Companies 2018 by TheWealthNet
- Awarded the Top 100 Financial Advisers Award by The Financial Times
Specialist Services
As Chartered independent financial planners and wealth managers, The Public Office provides an array of financial planning and wealth management services to individuals, businesses, and organisations, including in the areas of investing, pensions, tax planning, cash management, and more.
Beyond their standard London financial advisory services, you can also find several specialty services to serve the needs of a variety of unique client scenarios.
- Trust Services: Those looking to protect their wealth through trusts, can expect this London financial planning team to provide the expert guidance needed to set them up and administer them correctly, with 15 different types of trusts that can be utlised.
- Divorce Settlements: It’s difficult enough going through a divorce, and if your finances aren’t handled expertly, it can mean more challenges in the future. The Private Office offers helps clients achieve the best outcome in a financial settlement.
- Expert Witness: If you’re in need of an independent and unbiased financial opinion in a court case, the advisors at this London wealth management firm can act as professional witnesses.
- Charity Investment Management: Running a charitable fund can get complicated when it comes to handling taxes and compliance. TPO advisors can guide your charity through the financial complexities.
- Life Changing Injury: A personal injury that impacts your ability to work can drastically change your financial security. These London financial planners can help you adjust and protect your future through careful investment strategies.
Rating Summary
For over a decade, The Private Office has been building a reputation of success and solidifying their position as one of the top London financial advisors to work with. From accreditations and awards to the customised services they offer their clients, they strive for excellence in all they do.
Their independent status and dedication to putting their clients first ensure that financial recommendations are always unbiased and transparent. Their wide array of standard and specialty services offers clients a “one-stop-shop” for multiple financial needs.
For these reasons, The Private Office has earned a 5-star rating as one of the top financial planners in London to consider partnering with this year.
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Skerritts Chartered Financial Planners Review
With a team dedicated to offering the highest level of care to each client, Skerritts Chartered Financial Planners is a Chartered Financial Planner with offices in London, Hove, and Worthington.
The firm is a fee-based financial advisor in London that is committed to offering friendly and impartial advice that is always provided in the best interests of their clients.
Key Factors That Enabled Skerritts Chartered Financial Planners to Rank as a Top London Wealth Management Firm
Wide Range of Financial Services
From protecting and growing money to help with corporate benefit’s packages, Skerritts has the expertise to handle a wide array of financial services, making them a great option for multiple client types, both individual and business.
As independent financial advisers in London, Skerritts offers clients a broad variety of unbiased, comprehensive financial services. These include:
- Wealth protection
- Wealth creation
- Wealth management
- Mortgages
- Insurance comparison
- Group pensions
- Benefit packages
- Auto-enrolment
- Corporate investment consulting
- Directors planning
- Business protection
2019’s Top-Rated Wealth Management Firms in London, UK
Recognised Excellence
Recognised as a top London independent financial adviser, Skerritts has won multiple awards and accolades, including recognition as a top UK IFA by AdvisoryHQ for the past four years.
This London wealth management firm has won the New Model Adviser® award eight consecutive times, from 2011 to 2018, and has been the proud finalist for MoneyMarketing’s Adviser Awards in two categories.
The firm also has the distinction of being amongst a select group of independent financial advisers to serve clients as both discretionary investment managers (DIMs) as well as Chartered Financial Planners.
Rating Summary
Skerritts Chartered Financial Planners are an excellent option for high-net-worth individuals, directors, trustees, companies and staff. They offer an extensive range of solutions, including approximately 20 Wrap Platforms.
With a dedication to customised financial solutions and a large and talented team, Skerritts Chartered Financial Planners earns 5-stars as one of the best London IFAs to consider partnering with in 2019.
Strabens Hall Review
Helping individuals, companies, and families enhance and secure their wealth, Strabens Hall is an independent financial advisory firm with offices in London and Hong Kong. The firm 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
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 their 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
International Financial Planning
For clients that must navigate global and UK tax systems, partnering with an experienced London IFA 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
Rating Summary
Strabens Hall offers clients both flexibility and expertise when it comes to a wide variety of financial needs. The company 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 and Hong Kong for individuals or businesses to consider partnering with this year.
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Burlington Associates Limited Review
Providing “whole of the market” recommendations for nearly two decades, Burlington Associates Limited is a top-rated independent financial adviser in London. It offers holistic financial planning designed to provide unique financial solutions.
The firm is a fee-based London wealth manager that offers flexible financial planning services to meet every client’s needs.
Key Factors That Enabled Burlington Associates Limited to Rank as a Top Wealth Management Firm
Comprehensive Financial Planning
Individuals searching for independent financial advisers in London will significantly benefit from Burlington Associate’s holistic financial planning approach, covering the broad spectrum of a client’s financial well-being. This includes:
- 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 independent financial advisers in London, the firm also offers corporate advice and mortgage assistance, offering a wide variety of London wealth management services for clients to choose from.
Experienced Advisory Team
Clients of Burlington can rest assured that they’ll be working with an experienced and well-credentialed team.
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 management firm 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.
Rating Summary
Burlington Associates Limited offers clients an approach that integrates several areas of their financial life for a stronger overall strategy. Their product recommendations are always backed by intensive research and offered in a transparent and comprehensive way.
While Burlington is among the best financial advisors in London, our review found some room for improvement in how the firm’s services are communicated.
For example, while the firm’s Wealth Management services are explained in detail, this section is very text-heavy, which could make it difficult for potential clients to fully evaluate the firm. Thus, we have scored the firm with 3-stars.
By presenting their services in a more comprehensive and user-friendly way, Burlington Associates could easily improve both their value proposition to new clients and their rating as a top financial advisor in London.
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Devonshire Wealth Management Review
Dedicated to helping clients realise their hopes and aspirations, Devonshire Wealth Management is a boutique financial advisor in London that believes that personal relationships matter, thus advisers 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 wealth management firm. As always, we recommend verifying fee structure before partnering with any financial advisor in London or the UK.
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 services. Bespoke services 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 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.
Top Wealth Management Firms | 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
Rating Summary
For clients looking for a boutique approach that emphasises personal relationships, Devonshire is an excellent option. Coupled with their 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 plan.
Although Devonshire excels at offering clients with a strong value proposition and a diverse range of services, our review did find areas for improvement in how their services are communicated.
Without specific details on crucial components like retirement planning, tax and estate planning, or types of investment securities available, potential clients may find it hard to fully evaluate the firm’s full range of capabilities. Thus, we’ve awarded them 3-stars.
By providing more details on these aspects of their financial services, Devonshire Wealth Management could easily improve both their value proposition to new clients and their rating as one of the best London financial advisers.
Conclusion – 2019 Best Wealth Management Firms & Financial Advisors in London
These top-ranked London financial advisory firms share a few common qualities, such as a commitment to transparency, custom-tailored solutions, and a wide range of service offerings.
They also offer areas of distinction, such as specialities in international services, sustainable investing, and pension services. These areas can help you narrow your search for the best London IFA that fits your distinct needs like a glove.
Many of these top-rated firms in London offer complimentary meetings to see if they’re a good fit. 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 top advisors on our London list that exemplify the best that the city has to offer when it comes to trusted, unbiased, financial advice.
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Image sources:
- https://pixabay.com/photos/telephone-booth-red-london-england-768610/
- https://www.afhwm.co.uk/financial-planning/
- https://pixabay.com/photos/architecture-big-ben-buildings-city-1866767/
- https://www.holden-partners.co.uk/about/
- https://www.skerritts.co.uk/
- https://devonwm.co.uk/
AdvisoryHQ (AHQ) Disclaimer: Reasonable efforts have been made by AdvisoryHQ to present accurate information, however all info is presented without warranty. Review AdvisoryHQ’s Terms for details. Also review each firm’s site for the most updated data, rates and info. Note: Firms and products, including the one(s) reviewed above, may be AdvisoryHQ's affiliates. Click to view AdvisoryHQ's advertiser disclosures.
