Advice that stays with you for longer

Plan, invest, and protect what matters most now and throughout your life. From retirement and business sales to inheritance planning and changing circumstances, we help you navigate important financial decisions.

Why us

Chartered, independent planners, here for you

Qi Financial Solutions was founded on one simple idea: financial planning should be built on lasting relationships.

More than 30 years later, we’re still supporting clients and families across London, Surrey, Sussex, and Kent with genuine care.

 

Tell me more

0
of clients would recommend us to their friends, family, or colleagues
0
believe working with us has helped or will help achieve their financial goals
0
were satisfied that we understood their needs, goals, and objectives
Good rating
Based on 6 reviews
Google star 1Google star 2Google star 3Google star 4Google star 5.0.3
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Jackie bloom @ QI is amazing. Extremely knowledgeable in all aspects. Highly recommended. Helped me and my partner. Amazing asset to any Financial institution
Charles Rogers profile picture
Charles Rogers
3 October 2025
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
I have been very happy with the financial advice I have been given
Jan Buxton profile picture
Jan Buxton
3 October 2017
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Making the financial transition from professional life into retirement has been eased by the excellent pension and mortgage advice received from Qi Financial Solutions. Would highly recommend their expert and personal service and delighted with the returns so far.
Andrew Smith profile picture
Andrew Smith
23 May 2017
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
Very happy with the service I received. Wendy took the time to understand our requirements and delivered an excellent solution.
Linda Knowles profile picture
Linda Knowles
3 November 2016
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
We've just used QI to help us through a tricky financial situation and we found them to be brilliant. Both professional and personable, would highly recommend.
Ed Ferguson profile picture
Ed Ferguson
15 September 2016
Google star 1Google star 2Google star 3Google star 4Google star 5Trustindex verifies that the original source of the review is Google.
I contacted this firm for advice and they promised an adviser would get back to me. Never heard from them. Very unprofessional service. If I could rate them zero stars, I would do.
Sonia Thomas profile picture
Sonia Thomas
4 September 2016

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