UK Financial Advisers for Bitcoin and Crypto

Lost money to a crypto or trading scam? Read this first:

If your losses exceed £3,000 (in the UK) or $10,000 worldwide The Crypto Adviser can offer advice on recovering your funds. 

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If you hold cryptocurrency such Bitcoin (BTC) and Ethereum (ETH) and other digital assets in your portfolio, including NFTs, meme coins or stablecoins, the chances are at some point you’ll need financial advice as part of your overall wealth management strategy.

There are hundreds of financial advice firms, Independent Financial Advisers, financial planners and wealth managers across the UK, but the vast majority have been slow to embrace Bitcoin and crypto.

Financial advisers can help manage your digital assets, together with tax planning, such as Income Tax, Capital Gains Tax and Inheritance Tax, setting up a trust, succession planning and dealing with HMRC.

There are many reasons why you may need to find the best rated and reviewed financial advisor in the UK if you own or trade in crypto to ensure you have a proper wealth management strategy in place.

Best and cheapest crypto financial adviser in the UK

Finding the cheapest and best value financial advisers (or advisors if you prefer the American spelling!) in the UK, robo-advisers and specialist firms designed to help you grow your crypto portfolio and wealth can be difficult.

Regulatory bodies such as the Financial Conduct Authority are increasingly shining the spotlight on crypto to it’s important that you seek the best advice to ensure you can maximise your returns while reducing your tax liabilities using various legal and legit strategies.

You might need crypto financial advice if you’re a UK resident for the following:

• Buying, selling, trading or HODLing Bitcoin and other cryptocurrencies
• Trading in Non-Fungible Tokens (NFTs)
• Mining cryptocurrency, either at home or via a hosted platform
• Using stablecoins, such as Tether, or altcoins, such as Dogecoin or Shiba Inu
• Staking cryptocurrencies (adding liquidity and earning interest)
• Using DeFi protocols in conjunction with your crypto assets
• Holding your crypto in interest accounts such as Nexo
• Liquidity farming on decentralised exchanges (DEXs)

Crypto financial advice and planning near me

I’ll be regularly updating this section as and when I find new financial advice firms who are taking on crypto clients.

Hopefully there’ll be one where you are, or certainly a firm that’s prepared to offer advice remotely.

If you’re an IFA or if you work for a UK financial advice firm that offers advice to clients with cryptocurrency then please get in touch.

Useful links:

• Do I have to pay Inheritance Tax (IHT) on my crypto?
• How to avoid Inheritance Tax on my crypto
• Do I have to pay Capital Gains Tax (CGT) on my crypto?
• How to avoid Capital Gains Tax on my crypto?
• Is my crypto covered by the Financial Services Compensation Scheme?
• Crypto tax accountants and advisers near me