Skip to main content
Location Guide

Financial Advisers in Croydon

5 FCA-authorised advisers · London · 4.9★ average Google rating

There are 5 FCA-authorised financial advisers in Croydon, London. All firms listed here are verified against the FCA Financial Services Register and must hold the minimum QCF Level 4 qualification.

Common advice specialisms among Croydon advisers include Pensions, Retirement and Investments. You can filter by specialism below, or search by postcode to find advisers closest to you. All advisers are free to contact for an initial consultation.

Isio Wealth Planning Limited

FCA Verified

Croydon, CR0

0.0 mi
Alternative InvestmentsPensionsRetirement+1
0.0 mi
Wealth ManagementInvestmentsAlternative Investments+2
0.0 mi
5.0
(1)
MortgagesInvestmentsPensions+1

Loraine Marsh

FCA Verified

Croydon, CR0

0.0 mi
Alternative InvestmentsMortgagesInvestments+2

Capital Claim & Management Services Ltd

FCA Verified

Thornton Heath, CR7

0.0 mi
4.8
(65)

Frequently Asked Questions — Financial Advisers in Croydon

How many FCA-authorised financial advisers are there in Croydon?

There are 5 FCA-authorised financial advisers listed in Croydon, London. All firms listed on approval.co.uk are verified against the FCA Financial Services Register.

How do I find a good financial adviser in Croydon?

Start by checking that any adviser is FCA-authorised using the FCA Register at register.fca.org.uk. Look for relevant qualifications (CII Diploma or Chartered status), check their specialisms match your needs (Pensions, Retirement and Investments are common in Croydon), and ask for a free initial consultation before committing.

How much does a financial adviser cost in Croydon?

Financial advisers in Croydon typically charge an initial fee of 1–3% of assets advised on, with ongoing annual fees of 0.5–1%. Some charge fixed project fees (typically £500–£5,000 for a financial plan) or hourly rates of £150–£350. All advisers must be transparent about fees before you commit.

Are financial advisers in Croydon regulated?

Yes. All financial advisers in Croydon must be authorised or appointed representatives of an authorised firm regulated by the Financial Conduct Authority (FCA). You can verify any firm's status on the FCA Register. Using an unauthorised adviser means you have no access to the Financial Ombudsman Service or FSCS compensation.

What financial advice services are most commonly needed in Croydon?

The most common financial advice needs among Croydon residents include Pensions, Retirement and Investments. Whether you are planning for retirement, buying a home, investing a lump sum, or managing an inheritance, an FCA-authorised adviser can help you make the most tax-efficient and suitable decisions for your circumstances.

Results are ordered by proximity to your postcode. This order does not indicate quality, suitability, or any form of recommendation. Always verify an adviser's current FCA authorisation at register.fca.org.uk before engaging their services.

Other areas in London