London
Financial advisers in London
From our office at 100 Bishopsgate we work with advisers across the capital: City wealth managers, boutique planners in Mayfair and Marylebone, and independent advisers in every borough. We match you with the one who suits your situation.
Advice in the capital
High earners, complex pay, and property that's done well
London's financial questions tend to arrive together. A salary that's crossed into the 45% band and lost its personal allowance. Bonuses and share schemes that need planning around. A home that has grown into an inheritance tax problem. A pension that's been contributed to from six employers and reviewed by none of them.
Advisers in our London network see these situations every week. Many specialise in professionals and business owners; others in retirement planning for people whose assets are mostly in property. Our job is to work out which kind you need and introduce you to the right one.
Tax planning for higher earners
Pension contributions, the tapered annual allowance, salary sacrifice, ISAs and investment structures that make sense above £100,000.
Property and inheritance
Planning for an estate where the house is the biggest asset, including gifting, trusts and the 2027 pension changes.
Share schemes and bonuses
Advice on timing, tax and diversification for RSUs, options and deferred bonuses.
Business owners and partners
Profit extraction, director pensions, partnership planning and preparing for an exit.
Across London
Wherever you are, the consultation comes to you
Consultations are held on Microsoft Teams, so an adviser in the City is as easy to speak to from Richmond as from Islington. We work with people across the capital and the commuter belt.
Speak to an adviser in London
Choose a time for a complimentary video consultation with an FCA-regulated adviser who suits your situation.