Finance Consultants in London to Watch for in 2025
London Finance Strategists to Know in 2025
London has long been hailed as Europe’s financial epicentre—but in 2025, it’s the independent voices and boutique experts who are leading the most meaningful transformations. From holistic wealth planners in West London to equity specialists in the City, today’s finance professionals are combining digital strategy, personalisation, and modern ethics to offer clients a truly 21st-century approach to money.
At Digital Reference, we believe smart finance is about more than managing money—it’s about making it work in alignment with people’s values, goals, and lives. The consultants featured here are making that happen every day in the Greater London Area.
Finance Consulting Services Methodology: How We Picked These Powerhouses
Our team spent weeks compiling, cross-checking, and reviewing candidates across the London metro. What were we looking for?
- ⭐ Real client testimonials and outcomes
- 🔍 Specialisation in a specific financial niche or underserved community
- 🌐 Use of digital tools to boost accessibility and clarity
- 📈 Track record of innovation and strategic planning
- 🤝 Cultural competence, ethical transparency, and approachability
The following professionals stood out not just for their credentials, but because they represent the Digital Reference themes of independent thinking, strategy-first planning, and personalisation at scale.
Peter Folan
riverside-consultants.com | LinkedIn
With over two decades of experience, Peter Folan is a cornerstone of Riverside Financial Consultants—and a trusted voice for clients navigating the complex intersection of pensions, insurance, and wealth creation.
💡 Why Peter is one to watch in 2025:
- 📊 Specialises in pension transfers, lifetime allowance strategies, and retirement structuring
- 🛡️ Offers tailored advice for both private clients and business owners
- 🤝 Deeply consultative—known for building long-term relationships rather than transactional advising
- 📍 Works with clients across Greater London and nationally
- 📚 Helps demystify complicated financial terms into relatable outcomes
Peter’s firm represents the best of traditional finance with a modern, client-first spin.
Lina Bourdon
A dynamic and bilingual financial consultant, Lina Bourdon is the founder of City & Country Financial Services. Her mission? Make financial planning accessible to the Russian-speaking community in the UK and beyond.
💡 What makes Lina’s work exceptional:
- 🌍 One of the few IFAs offering services in both English and Russian
- 📣 Frequent media contributor and speaker in diaspora finance circles
- 🏆 Known for her work around immigrant wealth building and small business planning
- 🧘♀️ Offers a personal, patient, and calm advising approach for first-time investors
- 🤝 Actively supports financial literacy campaigns across London
Lina’s firm is a standout example of how financial inclusion and cultural competence drive real impact.
Tom Kesterton
eclipsefinancialplanning.co.uk | LinkedIn
Tom Kesterton, founder of Eclipse Financial Planning, believes in empowering people with real insight, not just spreadsheets. With a clear commitment to financial education, he works with clients who want clarity and action, not fluff.
💡 Why Tom earned a spot on our 2025 radar:
- 📈 Offers lifestyle financial planning, helping clients connect life goals with financial strategy
- 🧠 Known for his cashflow modelling and retirement readiness tools
- 📚 Frequently publishes resources and insights to make finance approachable
- 🏡 Serves individuals, business owners, and families across London and the South East
- 🔄 Takes a long-term advisory approach—you’ll rarely find him doing one-off meetings
Tom’s approach is ideal for those seeking a coach, not just a consultant.
Guy Skinner
As Managing Director of Citygate Financial Planning, Guy Skinner brings high-level experience and strategy to his firm’s comprehensive planning services. His leadership has helped Citygate become a top-tier boutique practice.
💡 What makes Guy’s work exceptional:
- 💼 Specialist in tax-efficient wealth accumulation and intergenerational planning
- 📈 Highly personalised service models tailored to high-net-worth and professional clients
- 🧠 Holds both Chartered Financial Planner and Certified Financial Planner designations
- 👨👩👧 Works with complex family structures and succession planning
- 🌐 Leading the charge in digital planning integration and hybrid advising
If you want a firm that combines elite credentials with human-first advice, Guy is your guy.
Debra Blundell
ginkgofinancial.com | LinkedIn
Debra Blundell is a Senior Financial Consultant at Ginkgo Financial, where she champions personal service rooted in ethical, jargon-free communication. Her clients trust her for big transitions—because she knows how to guide, not pressure.
💡 Debra’s key strengths include:
- 🌱 Dedicated to ethical investing and impact-focused portfolios
- 🤝 Known for providing holistic, goal-based financial planning
- 🧘♀️ Helps clients navigate career transitions, divorce, and retirement with sensitivity
- 📈 Proficient in pension advice, mortgage guidance, and protection planning
- 🎯 Offers a clear and collaborative roadmap for financial wellness
Debra’s work shows how a gentle tone and smart strategy can coexist beautifully.
Adam Neal
stonehillfinancial.co.uk | Contact: adam@stonehillfinancial.co.uk
The founder of Stonehill Financial, Adam Neal, offers tech-driven financial planning designed for young professionals, entrepreneurs, and modern families. His firm champions transparency, affordability, and digital convenience.
💡 What makes Adam a future-facing advisor:
- 📱 Runs a digital-first advisory model—ideal for busy and remote clients
- 💬 Offers flat-fee and subscription pricing to eliminate surprises
- 🧠 Skilled in software-led planning for debt repayment, investments, and early retirement
- 🎓 Works closely with recent graduates and early-career professionals
- 🚀 Has become a favourite among London’s emerging tech and design workforce
Adam is the go-to for anyone ready to embrace smart money moves without the old-school overhead.
The Future of Finance in London Is Diverse, Digital, and Human
These London-based consultants remind us that personalisation and innovation are not mutually exclusive. From niche advisors serving immigrant communities to planners revolutionising digital service models, each person on this list is proof that finance doesn’t have to be cold or complicated.
Want to dive deeper into how Digital Reference is mapping the new era of financial advice? Check out our other rising consultants:
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