Independent Financial Adviser in London

Off Piste Wealth is an independent financial adviser based in London, authorised and regulated by the Financial Conduct Authority (firm reference number 955277). We provide whole-of-market advice on pensions, ISAs, Venture Capital Trusts, inheritance tax planning and long-term investment management.

Who we help in London

We work with London-based professionals, business owners and professional sportspeople who want a clear, long-term plan rather than product-led selling. Because we are independent, our recommendations are drawn from the whole market and are not tied to any single provider.

How our London advice works

Every relationship starts with a fact-find — a structured conversation about your circumstances, goals and attitude to risk — before any recommendation is made. From there we build a written plan, agree the costs in advance, and review it with you at least annually. The first meeting is without obligation.

What we advise on

• Pension planning and consolidation, including SIPPs and workplace pension transfers
• ISA and tax-efficient investing
• Venture Capital Trusts and other tax-advantaged investments, where suitable
• Inheritance tax and estate planning
• Investment management aligned to your risk profile and time horizon

How much does a financial adviser in London cost?

Costs are agreed and confirmed in writing before any work begins. We explain our initial and ongoing charges in plain terms at the first meeting so you can decide whether advice is right for you before committing to anything.

Book an initial conversation

01732 500069 · Book a no-obligation call

Off Piste Wealth Ltd is authorised and regulated by the Financial Conduct Authority. The value of investments can fall as well as rise and you may get back less than you invested. Tax treatment depends on individual circumstances and may change. This page is information, not personal advice.