Tony Hall — 5 out of 5
I wanted to transfer from another pension adviser. I wanted someone who could provide me with a wider range of advice.
Isabella Grace — Independent Financial Adviser in London
About Isabella Grace
Isabella Grace is a Chartered Financial Planner at Westminster Wealth Management, combining a passion for analytical research with a genuine desire to help people make confident decisions about their financial future. Isabella began her career in financial communications, where she discovered how much she enjoyed building relationships with clients and colleagues. While the role provided valuable experience, she realised her strengths and interests lay elsewhere. Her enthusiasm for helping people, together with her analytical mindset, led her towards financial planning. Today, Isabella takes a comprehensive, client-led approach, putting each client’s goals, values and ambitions at the heart of their financial plan. She believes understanding the emotional relationship people have with money is just as important as understanding the numbers. Whether planning for retirement, considering how wealth can be passed between generations or developing tax-efficient investment strategies, she works to create clear and practical plans around what matters most. Isabella also helps clients make the most of the wealth they already have, from consolidating assets to reviewing and optimising existing investments. Her aim is to provide thoughtful guidance throughout every stage of a client’s financial journey, ultimately giving them greater clarity, confidence and peace of mind. Outside work, Isabella enjoys keeping active through tennis and netball, cooking and the occasional ski trip.
Services
- Retirement planning
- IHT planning
- Insurance
Specialisations
- Tax Planning
- Retirement Planning
- Investment Management
- Holistic Financial Planning
- Pension Planning
Qualifications
Chartered Financial Planner Diploma in Financial Planning and Investment Advice (CISI) Certificate in Advanced Financial Planning (CISI)
Regulation
Isabella Grace is FCA-verified (firm: Westminster Wealth Management ).
Client Reviews
Nick — 5 out of 5
I wanted to combine my pensions and have my money working efficiently for my long term plans.
Matt — 5 out of 5
Investment advice
Frequently Asked Questions
Is Isabella Grace an FCA-regulated financial adviser?
Yes. Isabella Grace is FCA-regulated and verified by Trusted Advisor. We re-check every adviser's FCA status regularly to make sure their authorisation to give regulated advice is current.
What services does Isabella Grace offer?
Isabella Grace offers Retirement planning, IHT planning, Insurance. You can see the full list of services on this profile, or book a free initial call to discuss your situation in more detail.
How much does it cost to use Isabella Grace?
Fees vary depending on the service, the complexity of your situation and the assets involved. Isabella Grace will explain all fees clearly before you commit to anything, and the initial consultation booked through Trusted Advisor is free.
What is the difference between an independent and a network financial adviser?
Isabella Grace is an independent financial adviser, which means they can recommend products from across the whole of the UK market without being tied to any single provider. This generally allows for more impartial advice.
How do I book a consultation with Isabella Grace?
Click "Book a Consultation" on this page to choose a time that suits you. The first call is free and there's no obligation. If you'd prefer, you can also message Isabella Grace directly through the contact form.
Does Isabella Grace work with clients outside London?
Many of the advisers on Trusted Advisor work with UK clients remotely as well as in person. Isabella Grace is based in London but you can confirm preferred meeting locations and video options when you book your initial call.