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.
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 a wider group of around 90 IFAs 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.
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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
We offer comprehensive financial advice – see our Services page for more information .
Our other department offers the same great level of service and cost effective services for Mortgages and Personal Protection.
Yes. We’re whole of market and not tied to any provider, so we recommend what’s right for you.
We work independently, but we’re part of a wider group of around 90 IFAs. That gives us access to a broad range of the market and the support of a larger organisation behind us.
It also means continuity for you: if the need ever arose, your planning could be looked after by another adviser within the group, with no disruption to your investments.
You can read more about how we’re organised on Our Organisation and How You’re Protected.
Yes. Compton Financial Services Ltd is an appointed representative of New Leaf Distribution Ltd, which is authorised and regulated by the Financial Conduct Authority (FRN 460421). This means our advice is overseen and signed off by New Leaf, to the standards the FCA requires.
Our registration with the FCA can be viewed here.
To see how our firm is organised and how you’re protected, visit Our Organisation and How You’re Protected.
We never hold client money. Your investments are held by established platforms and providers in segregated accounts in your name, kept separate from each firm’s own money. You’re also protected by the Financial Ombudsman Service and the Financial Services Compensation Scheme (FSCS).
Find out more on Our Organisation and How You’re Protected.
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.
Your initial meeting is by video call, which lets us both see whether we can help before anyone travels. Most ongoing advice is also given online by video call, phone and email. If you’d prefer to meet in person after that, we can arrange a meeting in Wimbledon or Farnham by appointment.
Our initial meeting and recommendations come at no cost. If you ask us to put our advice in place, we charge a one-off, tiered initial fee, followed by an optional annual fee if you would like ongoing service. Full details are on our Fees page.
Initial advice has a minimum charge of £750, which applies to amounts under £37,500. If you’re at an early stage, our Lite service is designed to help.
Yes. We review each pension first, because combining isn’t always right: some have valuable guarantees or exit charges. We explain the pros and cons before you decide.
Yes, where it’s relevant to you. For clients in or approaching retirement, or whose estate may be affected, our initial advice includes high-level inheritance tax and trust planning. For many people it isn’t a priority yet, so we only cover it when it applies. Ongoing inheritance tax and trust reviews are part of our Wealth service, and setting up a trust is charged separately at our hourly rates, agreed with you before any work starts.
No. We don’t advise on transferring defined benefit (final salary) pensions.
For most clients the financial plans will be reviewed annually as part of the Core Service, or more frequently if there are significant changes in your financial circumstances or goals.
For clients that need monthly or quarterly changes then the Wealth Service is available.
Absolutely, clients are encouraged to reach out with any concerns or questions at any time.
You can contact us via email, phone or WhatsApp. See Contact Us page for more information
Yes, clients have secure online access to their investment information, latest valuations, performance reports, and important documents at all times via our online Client Portal.
Absolutely. Investment strategies can be adjusted to align with your changing preferences, needs, or circumstances at any time.
