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Greenacre Financial Services

(50)

Mind
Life Insurance
Product

“Absolutely superb service, Greg and team really earned their money sorting our mortgage. Friendly, helpful, professional, and willing to go the extra mile, can't recommend them enough.”

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Berkshire Wealth

(47)

Solicitor
Call
Company

“They were very efficient and professional in handling a stamp duty claim for me from HMRC. The outcome was better than I had hoped. I will certainly use this firm again.”

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Blueberry Financial

(11)

Retire

“Madeleine provides a great professional, friendly and jargon free service. She uses her planning tools to help illustrate what is happening to your portfolio and no questions are too basic!”

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Kirk Rice

(4)

Growing Overseas, Setting up in the UK, Starting A Business

“Kirk Rice was referred by the tax specialist helping us with a complex M&A transaction. Within a relatively tight time frame we required a valuation of a growth share strategy that had been proposed. The team at Kirk Rice were fantastic from start...”

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Jeremy Davies Wealth Management Llp

“Welcome to Jeremy Davies Wealth Management LLP As a Practice of Financial Planners, we provide face to face, bespoke financial advice to our clients across Berkshire, Hampshire, Surrey, London and the Home Counties.”

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Scrivener Financial

“Over the past few years, Mike and the team have helped me create a clear and flexible approach to my pension planning, especially as I start to think more closely about retirement. Regular conversations and pro-active management of my investments hav...”

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Asmat & Co | Slough |

(50)

Bankruptcy/Liquidation/Company Voluntary Arrangement(Cva), Inheritance Tax, Contractors & Locum Accounts

“Syed was very helpful and explained all the steps clearly. It has really helped me to understand the pros and cons between LTD and solo trader. Would definitely recommend!”

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Resolve Financial Solutions

(50)

Mortgage Planning, Protection Planning, Financial Planning

“The service I receive from Chris and Stuart from Resolve is always brilliant. I have used them for many years and will continue to. They are very knowledgeable and helpful.”

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Porter Garland Limited

(35)

Understand
Company
Questions

“Thomas and the team at Porter Garland are true professionals on every level. Having recently moved our business accountancy to them we found them to be hugely accommodating and made the process very easy. The whole team are a pleasure to deal with an...”

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GQ Independent

(26)

Family
Understand
Phone

“Very professional service. Rita took time to carefully understand my situation and made excellent recommendations that fitted really well with my needs and requirements. Highly recommended.”

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Strax Capital Legal

(22)

Work
Compensation
Properties

“Superb service. Very professional company. Managed to get all my money back. Kept me up to date with progression of my case. Once money refunded to me, they even tried to claim there fees back for me. Always there on the end of the phone and would r...”

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Bray Wealth Management

(17)

Number
Team
Confidence

“Nick Swartout at Bray Wealth Management has been our financial advisor for over 10 years. During this time we have been impressed by his friendly, caring and professional advice, which has given us peace of mind regarding our finances. We have recomm...”

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Delaunay Wealth Management

(17)

The Future
Family
Team

“Lloyd has been very helpful and understanding in dealing with my pensions and finances - not pushy. Takes a lot of time explaining every detail of any proposal. Very reliable, always has time to listen to my questions.”

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Accountwise

(5)

Managing Your Wealth, Tax Planning and Advice, Accountancy Compliance

“An excellent company who have been invaluable to our business with their professionalism and support with a willingness to also assist in financial modelling to the benefit of our stability and growth.”

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Couser Accountants Limited

(12)

Questions
Informative
Charity

“We are a grassroots charity and Robert has provided our independent review for the last two years after being recommended by another small charity. We wouldn't hesitate to recommend. He has been prompt and extremely helpful, providing advice and info...”

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Sterling Gate Accountants in Slough

(6)

Charity Accounting, Accounting Services, Confirmation Statement Filing

“Very good service, absolutely recommend”

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Continuum Wealth

(1)

Retirement Planning, Portfolio Management, Investments and Savings

“Taisha has helped a couple of my clients through my work as a Divorce Coach. The feedback has been excellent - Taisha has explained their finances clearly, simply and given them clarity so they can start to understand what their financial future loo...”

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Woodward Financials

(4)

Stockbroker Services, Financial Services, Employer Group Schemes

“I'd highly recommend Woodward Financials and dealing with David Woodward. He has a professional approach providing sound advice whilst taking all information into account for best plan. An absolute pleasure to deal with.”

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Citywide Financial Partners Limited

(3)

Mycitywide, Life Insurance & Ill Health Protection, Pension & Retirement Planning

“Equally important as receiving quality advice is their willingness to engage in robust debate, accept challenges to their thinking and to push back against your thoughts, should it be needed. It's a conversation that will best guide your investments,...”

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N2 Asset Management

(2)

“Alex and his team helped me to consolidate my UK and Australian pensions and contributed to me setting up and understanding my financial plans for the future. His great skill is helping you to understand the process of planning and that it is not all...”

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Barrie Dean Financial Management

(2)

Protection, Savings & Investments, Wealth Management

“Fantastic service, very personal and make the whole thing very simple. Thanks Barrie.”

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Switchfoot Wealth Limited

(4)

“Nothing but positivity and praise for Switchfoot Wealth and Seb, whose professionalism and approach to the needs of me and family is exemplary. One of the most patient and adaptable people I have had the pleasure of meeting - can't recommend enough, ...”

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Wellden Turnbull Accountants Surrey

(2)

“I have seen Sarah Kent on several occasions and have always been welcomed and extremely helpful and efficient .”

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Brewers Chartered Accountants

(1)

Business Consultancy Services, Tax Fee Protection Insurance, Accounting Services

“Brewers' ability to jump into Makerversity's accounts role at such short notice, and the work done in the interim, brought the realisation that an outsourced function with Brewers was the best way forward. Every aspect is always communicated in th...”

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Average Cost	£3010
Minimum cost	£1004
Maximum cost	£8529
Avg Per Hour Rates	£302

Best Financial Advisors in Ascot

The highest-rated Financial Planning & Wealth Management companies out of 56 vetted & reviewed in the Ascot area.

Greenacre Financial Services

Berkshire Wealth

Blueberry Financial

Kirk Rice

Jeremy Davies Wealth Management Llp

Scrivener Financial

Asmat & Co | Slough |

Resolve Financial Solutions

Porter Garland Limited

GQ Independent

Strax Capital Legal

Bray Wealth Management

Delaunay Wealth Management

Accountwise

Couser Accountants Limited

Sterling Gate Accountants in Slough

Continuum Wealth

Woodward Financials

Citywide Financial Partners Limited

N2 Asset Management

Barrie Dean Financial Management

Switchfoot Wealth Limited

Wellden Turnbull Accountants Surrey

Brewers Chartered Accountants

Retirement Planning and Investment Management Services in Ascot Cost Estimates

Why these companies made our list

Wealth Management Advisors near Ascot

Popular in Ascot