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> Kingston-upon-Thames

When seeking an IFA, Kingston can seem to have an overwhelming choice - how do you find the right one?. Whether you aspire to a house on Coombe Park, a retirement strolling the Thames' banks, or a holiday home miles from Kingston, the right IFA can help put your finances on track. Speak with one of these well reviewed Independent Financial Advisors in Kingston and take the first step.

Contributor

76%

MATCH FOR YOU

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4.9out of 5

Stewart Twidle

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% clients advised in each area  :

Investments

55%

Annuities

5%

Pensions

45%

Insurance & Protection

45%
Planning for Financial Security, Independence and Freedom!The first meeting is at my cost (free to you) and an opportunity for each of us to get to kn... Read More
Serves clients with: Over £50k of investable assets or household income
Stewart's Average Client more

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

76%

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4.7out of 5

Jason Lurie

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% clients advised in each area  :

Investments

73%

Annuities

14%

Pensions

73%

Insurance & Protection

5%
I specialise in senior business executives: assisting with planning for retirement, post retirement and practical investment strategies that work. I h... Read More
Serves clients with: Over £250k of investable assets or household income
Jason's Average Client more

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

75%

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4.7out of 5

Simon Ainley

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% clients advised in each area  :

Investments

73%

Annuities

7%

Pensions

67%

Insurance & Protection

13%

Later life planning

20%
Specialising in pre & post retirement planning for over 23 years. We help our clients with practical investment strategies that work.What we do really... Read More
Serves clients with: Over £250k of investable assets or household income
Simon's Average Client more

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

74%

MATCH FOR YOU

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4.7out of 5

Dean Burns

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% clients advised in each area  :

Investments

67%

Annuities

39%

Pensions

67%

Insurance & Protection

33%

Later life planning

11%
At Asset & Investment Management Ltd, We have a clear vision of what financial planning should entail. By providing the knowledge and assistance, we c... Read More
Serves clients with: Over £100k of investable assets or household income
Dean's Average Client more

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

63%

MATCH FOR YOU

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4.9out of 5

John Lang

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% clients advised in each area  :

Investments

96%

Pensions

72%

Insurance & Protection

16%

Later life planning

8%
As one of around 460 Chartered Financial Planning firms in the UK, we provide truly independent fee based advice to help you plan all stages of your l... Read More
Serves clients with: Over £250k of investable assets or household income
John's Average Client more

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

61%

MATCH FOR YOU

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4.9out of 5

Sandy Willison

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% clients advised in each area  :

Investments

92%

Annuities

15%

Pensions

15%

Insurance & Protection

15%
I have 25 years plus experience in providing advice and helping my clients with all their financial needs from when I first entered financial services... Read More
Serves clients with: Over £50k of investable assets or household income
Sandy's Average Client more

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

Latest client reviews of Kingston-upon-Thames IFAs

Simon initially gave me a questionnaire to complete on attitude to risk which established my attitud....ave. The charges were explained from the beginning and I believe that I am getting value for money.    Read More
Sandra stimson
Ray was extremely helpful and fully explained all aspects of the advice I needed, and he has done very well for me with the money I invested. i only wish I had more to invest!    Read More
Myra Gibbs

Can't find the right Kingston-upon-Thames 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 Kingston-upon-Thames.

Christine KeenGlobal QROPS Limited
Richard PhillipsOakdale Financial Management Ltd
Stuart AberdeenSigma Asset Management Ltd
Anthony KellySterling McCall Wealth Management LLP
Ben MilesGriffin Benedict Ltd
Alex WhitmanWhitman Fry Wealth Management Limited
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