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Contributor

71%

MATCH FOR YOU

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4.7out of 5

Steven Williams

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% clients advised in each area  :

Investments

93%

Annuities

13%

Pensions

87%

Insurance & Protection

47%

Later life planning

20%
I enjoy working with people who want to develop a detailed understanding of what is really important, so that they are able to make meaningful financi... Read More
Serves clients with: Over £250k of investable assets or household income
Steven's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Certified Financial Planner
Contributor

59%

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4.9out of 5

Barry May

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Services:  Investments & Savings, Insurance & Protection, Tax Planning, Pension and Retirement, Equity Release, Annuities, Mortgages
I have many years of experience, advising both individuals and companies in all areas of advice. Providing a comprehensive professional service on a f... Read More
Serves clients with: Over £100k of investable assets or household income
Contributor

59%

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4.4out of 5

Adam Barone

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% clients advised in each area  :

Investments

29%

Annuities

43%

Pensions

71%

Insurance & Protection

7%
I try to work closely with my clients, ensuring I can fully understand their financial requirements and provide advice that is most suitable for them ... Read More
Serves clients with: Any level of wealth
Adam's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Contributor

58%

MATCH FOR YOU

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4.9out of 5

Vinay Malhotra

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% clients advised in each area  :

Investments

23%

Annuities

2%

Mortgages

63%

Pensions

14%

Insurance & Protection

44%
As an Independent Financial Adviser I help my clients achieve their ambitions and goals when it comes to financial matters. I provide advice on:•Mo... Read More
Serves clients with: Any level of wealth
Vinay's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Contributor

54%

MATCH FOR YOU

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4.7out of 5

Dhan Sharma

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% clients advised in each area  :

Investments

89%

Annuities

33%

Pensions

61%

Insurance & Protection

11%

Later life planning

11%
I have been a practicing adviser for over 20 years and help private clients and other professional advisers (solicitors & accountants) navigate their ... Read More
Serves clients with: Over £250k of investable assets or household income
Dhan's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Contributor

54%

MATCH FOR YOU

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Paul Annys

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Services:  General Financial Planning, Investments & Savings, Insurance & Protection, Tax Planning, Pension and Retirement, Offshore investing, Saving for children, Annuities
Independent Financial Adviser at QI Financial SolutionsWe provide a range of financial planning solutions. Between us we have extensive experience an... Read More
Serves clients with: Over £100k of investable assets or household income

Recently joined IFA in Croydon

4.9out of 5

Jim Marlow

More Info
With over 25 years experience in financial services, we can offer advice and arrange mortgages, remortgages, buy to let mortgages, commercial mortgage... Read More
Serves clients with: 
Jim's Average Client more

Savings 
£20-50k
Time as Client 
3 Years

Latest client reviews of Croydon IFAs

As a first time buyer and complete novice when it came to mortgages having someone who could take me....hat, with a kind, friendly and always helpful manner I never felt there was question I couldn't ask.   Read More
Greg
Full comprehensve advice provided in a propfessional manner. Flexible with appointment times and easy to talk to and I really felt that I recieved the most honest, impartial advise.    Read More
Tracey

Can't find the right Croydon IFA?

Please Note: We have not yet been able to verify the following individuals provide independent financial advice. They are, or have been, registered with relevant bodies or regulators at addresses in Croydon.

Steve KelleyHorton Kirby Financial Services Ltd
Christine KeenGlobal QROPS Limited
Richard ShortLeading Financial Solutions
Warren FairchildCobra Financial Services Limited
Steve GoddardGoddard Perry Consulting Ltd
Simon JuffsPremier Benefit Solutions Limited
David PollardHencilla Canworth Ltd
Looking for a different Independent Financial Advisor (IFA) in Croydon? Search by name