Browse the Top Financial Advisers Serving Croydon

See what financial advisers serving Croydon offer, from pension and retirement planning to investment and protection advice. Review adviser profiles, read client feedback and contact professionals who match your financial planning needs.
Power Robbins
Leatherhead, KT23 (11.1 mi)
41 Years
Not rated yet
Power Robbins
Leatherhead, KT23 (11.1 mi mi)
41 Years
Not rated yet
Power Robbins provides execution-only investment services with competitive discounts, enabling clients to manage their own investments through platforms like Aegon and Fidelity. With over 30 years' experience, we prioritise transparent pricing, no hidden fees, and exceptional administrative support for self-directed investors.
Execution-Only Investment Life Insurance Discounted Direct Investing
Not rated yet
Four Seasons Financial Planning Ltd
Epsom, KT18 (7.6 mi mi)
21 Years
Not rated yet
Four Seasons Financial Planning Ltd Financial Planning provides expert independent financial advisory services specialising in retirement planning, pension management, and inheritance tax solutions. Based in Epsom and Ewell, our qualified team helps clients transform assets into secure retirement income through personalised financial strategies. With 15 years of specialist experience and FCA regulation, we deliver transparent fee-based advice focused on long-term client outcomes.
Retirement Planning Pension Advice Inheritance Tax Planning
Expert financial guidance Clear explanations Trustworthy advisors
Ethical Investment Co-operative
29 Years
Not rated yet
Ethical Investment Co-operative Co-operative is a UK-based financial advisory firm specialising in ethical, environmental, and responsible investment solutions. Since 1997, we have provided independent advice on pensions, protection, and estate planning, ensuring clients' investments align with their values. Our transparent, client-centric approach combines industry expertise with a commitment to social responsibility.
Investment Advice Pension Planning Protection Planning
Excellent advice Professional attitude Long-term trust
Not rated yet
Blue Ocean Financial Planning
Longfield, DA3 (17.5 mi mi)
31 Years
Not rated yet
Blue Ocean Financial Planning provides independent financial advisory services across North Kent and London. Specialising in tailored wealth management solutions, we help clients achieve long-term financial security through expert guidance on investments, pensions, mortgages, and estate planning. Our client-centric approach combines local expertise with professional integrity.
Financial Planning Mortgage Advice Pension Management
Friendly advice Knowledgeable team No pressure sales
Kennedy Black Wealth Management delivers independent, awardwinning financial planning and wealth management services in London. We specialise in longterm, bespoke strategies for individuals and families, drawing on our deep market expertise and rigorous risk management. Our purpose is to secure clients financial futures through transparent, evidencebased advice free from commercial bias.
Financial Planning Wealth Management
Not rated yet
Peartree Wealth Management
Stansted, CM24 (17.8 mi mi)
Not rated yet
Peartree Wealth Management provides independent financial advice specialising in tailored wealth planning solutions. Our three-stage approach combines life planning, financial strategy, and investment management to create bespoke solutions. Regulated by the Financial Conduct Authority, we offer transparent, unbiased advice with a focus on long-term client relationships.
Financial Planning Pension Transfers Investment Management
Not rated yet
Ferguson Wealth Management
Epsom, KT18 (7.6 mi mi)
15 Years
Not rated yet
Ferguson Wealth Management provides independent financial advice specialising in wealth creation and preservation. We offer tailored solutions for mortgages, pensions, and investments, focusing on long-term financial planning. Our client-centric approach combines regulatory compliance with personalised service.
Financial Adviser Wealth Creation Wealth Preservation
Exceed expectations Proactive financial adviser Thoroughly professional
Hearnden Associates
Lingfield, RH7 (14.1 mi)
26 Years
Not rated yet
Hearnden Associates
Lingfield, RH7 (14.1 mi mi)
26 Years
Not rated yet
Hearnden Associates provides independent financial advice specialising in investment management, retirement planning, mortgage solutions, and protection services. As Chartered Financial Planners, we deliver tailored strategies to meet individual and business financial goals. Our client-focused approach combines technical expertise with ongoing support, ensuring solutions aligned with evolving needs.
Investment Planning Retirement Advice Mortgage Services
Partridge Muir & Warren
Esher, KT10 (11.4 mi)
50+ Years
Not rated yet
Partridge Muir & Warren
Esher, KT10 (11.4 mi mi)
50+ Years
Not rated yet
Partridge Muir & Warren is a Chartered Financial Planning firm based in Esher, Surrey, offering bespoke wealth management, investment advisory, and estate planning services. With over five decades of experience, we provide independent, client-centric solutions tailored to individuals, families, and charities. Our approach combines strategic financial planning, conservative investment management, and a commitment to long-term client relationships, ensuring transparency, expertise, and ethical service delivery.
Wealth Management Investment Management One-Off Assignments
Personalised service Long-term reliability Expert financial guidance
Not rated yet
CA Financial Services
Sevenoaks, TN13 (14.5 mi mi)
Not rated yet
CA Financial Services delivers independent wealth management and legacy planning to highnetworth individuals and families in Sevenoaks and the surrounding region. We provide comprehensive advice covering pensions, investments, tax efficiency, lifetime mortgages, wills and estate strategies within a single, coordinated framework. Our purpose is to grow, protect and smoothly transfer our clients wealth in line with their longterm aspirations.
Retirement Planning Lifetime Mortgages Pension Annuity Advice
Epsom (7.6 mi) City of London (10.0 mi) Richmond upon Thames (10.1 mi) Reigate (10.3 mi) Leatherhead (11.1 mi) East Molesey (11.2 mi) Esher (11.4 mi) Lingfield (14.1 mi) Sevenoaks (14.5 mi) Shepperton (15.0 mi)