Top Rated Independent Financial Adviser in Wimbledon & Surrey
Whole of market advice on pensions, investments, retirement and inheritance tax planning, from an adviser rated Top Rated on VouchedFor every year since 2021.
Initial meeting by video call. Our recommendations come at no cost; you only pay if you ask us to put them in place.
AS QUOTED IN
Meet Martin
“After 15 years working in the City and New York, I started this business when I realised that many people find financial advice daunting. They worry about not understanding it, hidden costs and feeling pressured. I wanted to offer an approachable, easy-to-access service instead.”
Most of our advice is given online, so we can help clients wherever they are, with meetings in Wimbledon or Farnham by appointment. We're proud to have been named a VouchedFor Top Rated Adviser every year from 2021 to 2026.
How we can help
Your ongoing fee covers the services most clients need, with any extras agreed with you in advance.
Four steps, from first call to ongoing advice
No charge for your recommendation. Fees apply only if you wish to proceed with our recommendations.
- 1
Initial meeting
A video call to understand your situation and goals, and explain how we work.
What happens → - 2
Preparing your recommendation
We gather your details, research your options and present a personal plan.
What happens → - 3
Making your plan a reality
We handle the transfer with your current providers.
What happens → - 4
Keeping your plan on track
Optional regular reviews keep your plan on course as markets, tax rules and life change.
Why it matters →
Why clients choose Compton
Clear advice
Everything explained in plain English, so you understand your plan and are comfortable with every decision.
Clear pricing
One ongoing fee that covers the services most clients need, with any extras agreed with you in advance.
No pressure
We take as many conversations as you need, at your pace, by video call, phone or email.
Whole of market
Independent advice backed by New Leaf, the group we’re part of, with 130 IFAs and £2 billion under management, and access to a broad range of providers.
Clear, upfront fees
You'll know exactly what you'll pay before any work starts.
Initial meeting and recommendations
Your initial meeting is by video call, and our recommendations come at no cost. You only pay if you wish to proceed with our recommendations.
Initial fee
Charged only if you ask us to put our advice in place. A tiered fee that falls as the amount rises: 2% on the first £100,000, down to 0.5% on larger sums. Minimum £750, maximum £12,000.
Ongoing service
Core service at 0.5% a year, including annual reviews and planning. Wealth service at 1.0% a year for more frequent reviews.
Investments and the income from them may go down as well as up, and you may get back less than you invest.
Our Latest Newsletters
Clients get more. Access our full library of in-depth guides on retirement, protecting your family’s wealth and school fees planning.
Frequently Asked Question
Yes. We’re whole of market and not tied to any provider, so we recommend what’s right for you.
No. Your initial meeting is a video call to understand your goals and situation, and our recommendations come at no cost. You only pay if you ask us to put them in place.
Your initial meeting is a video call. We get to know your goals and look at your current pensions and investments, then explain how we work and what it would cost if you wish to proceed with our recommendations. There’s no cost and no obligation.
Absolutely. Investment strategies can be adjusted to align with your changing preferences, needs, or circumstances at any time.
It shows how your money could last across your whole life, and tests your plan against things like falling markets, lower returns and higher inflation, before you act. We use it to answer questions such as when you can retire, and what a change to your plans would do to your money.
There are four steps: an initial video call, preparing your recommendation, putting your plan in place if you decide to go ahead, and optional ongoing reviews to keep it on track. Our recommendations come at no cost, and you only pay if you ask us to put them in place.
