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Pennymatters

(49)

Mortgages, Estate Planning, Retirement Planning

“Great service and always provides time to explain things through. Kate has helped us with our mortage/remortgage 3 times now, and she's always quick to respond, professional and friendly. Thanks!”

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Flying Colours

(32)

Report
Options
Financial Advice

“I would happily recommend Flying Colours as they recently assisted me with locating and reviewing a large number of separate Pension Schemes, which I had accumulated during my working career. This was a daunting task, which I'm sure many people are f...”

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Affordable Financial Planning Services

(26)

Probate, Estate Planning & Trusts, Lpas

“Like most people I found the thought of making a will very scary. Gill was amazing, I knew what I wanted but didn't know how to explain. My meeting with Gill was relaxed and Gill understood what I wanted and talked me through all my options she also ...”

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Milton Independent Financial Advisors

(4)

Pensions, Equity Release, Investments

“Stuart and Katie have been consistently brilliant in arranging a number of mortgages over the several years. Extremely responsive, rapidly effective and downright nice. I'm tempted to say they made applying for a mortgage fun but I don't want to stre...”

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Dalvi Wealth Management

“Ranjeeta is truly knowledgeable and listens patiently. She has in-depth knowledge about financial products/services on offer and related regulations/laws. She offered 'fit-for-purpose', 'end-to-end' services and were explained the products and associ...”

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Boyett Mayes & Associates

“Many people think that financial advice is only required by those with resources. However, everyone has the right to receive appropriate financial advice, irrespective of status. Everyone can benefit from it. Not only can it help you protect and buil...”

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Apex Accountancy

(16)

Forensic
Stress
Team

“Excellent service, very attentive. Rohit went above and beyond to ensure that my accounts were filed accurately and on time, and the team were always available for any questions I had, big or small. I will definitely be using Apex again for my busine...”

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Leonna Salmon Financial Planning

(1)

“Had a great meeting with Leonna recently, she was very professional, explained everything in great detail and couldn't have been happier with how it went. Would give 100 stars if I could. Definitely recommend.”

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Asmat & Co | Slough |

(50)

Contractors & Locum Accounts, Student Recruitment Accounts Specialist, Mortgage Accounts

“A friend introduced me to Asmat last year, after a period of nightmare from HMRC with my self assessment. Staff were very polite and supportive, They gave me a professional and superb service. In less than an hour my problem was solved. I will recom...”

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Zinga Financial Services

(50)

Personal Protection, Investments & Pensions, Home Insurance

“Arifa Shakoor was really helpful and found me a good rate for my mortgage. I won't hesitate to recommend Zinga Financial Services to my friends and family.”

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Resolve Financial Solutions

(50)

Mortgage Planning, Protection Planning, Financial Planning

“Chris took plenty of time to explain our options regarding a remortgage. There was no pressure and once we had made our decision Chris took care of the rest. Great service!”

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Michael Usher Mortgage Services

(50)

Knowledge
The Future
Remortgage

“I would have no problem and full confidence in recommending Michael Usher to anyone. Vicki was my point of contact and she gave a professional service. Vicki explained everything fully, she was always there at the end of the phone for any queries and...”

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Lloyds Independent Financial Services

(50)

First Time Buyer
Property
Questions

“Mark was absolutely fantastic from start to finish. He couldn't have been more helpful, nothing was too much trouble and we would not hesitate in recommending him.”

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Hazelwood Financial Services

(50)

The Future
Product
Remortgage

“Dave was extremely helpful walking through the various options for both new mortgage, remortgage of a buy to rent and life insurance keeping us regularly updated. Highly recommended.”

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Alexander James Mortgage Services

(50)

Protection and Insurance, Remortgage, Buy to Let Mortgage

“Thank you Katie for being so friendly and helpful from the moment we first spoke. A wealth of knowledge was imparted which has been invaluable. Above and beyond experience throughout.”

Featured

What Has Changed About Retirement Today Compared To 30 Years Ago? People used to stop working and retire at 55, 60 or 66 years old. They would generally work for one employer for most of their career and build up their pension pot which would support them for the rest of their lives. Now, people don't always have a set date that they plan to stop working. Sometimes people choose to ease themselves into retirement by reducing their hours to part-time etc. There also seems to be a growing trend for people in their 50s and 60s to start businesses and retrain to work in new industries. Whatever you choose to do, it is always beneficial to seek advice from a financial adviser.

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Money Ways UK

(50)

Future
Honest
Pension

“Used Mike twice for morgages very easy to talk to and makes everything easy to understand would recommend to anyone banks make the process stressful and hard to apply for a mortgage Mike makes it easy”

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Premier Financial Services

(50)

Knowledge
Property
Remortgage

“Paul has given us sound financial advice over many years. He is helpful, friendly and we have been really happy with all the decisions he has advised us with. We have no hesitation in recommending Premier Financial Services.”

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New Start Financial Services

(50)

House
Financing
Self Employed

“Stuart was very professional with his expert advise. Kept us updated at all times throughout the mortgage process and advised accordingly, couldn't recommend them enough.”

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The Surrey Mortgage Broker

(50)

Professional
Advice
The Future

“I always use a broker, Richard always helps find a way through the ever worsening minefield that is home owning! My children are now using The Surrey Mortgage Broker.”

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Sterling Grove Accountants Limited

(50)

Business, Personal

“I have been using Sterling Grove since the company was formed. The service I've received has been consistently excellent. Positive Responsiveness, Quality, Professionalism, Value”

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Direct Assist Accountants

(49)

Construction Industry Scheme, Statutory Year End Accounts, Vat Schemes, Vat Planning & Returns

“Have had a VAT investigation due to negligence of my previous accountancy firm. I was referred to Direct Assist Accountants helped & assisted me all the way and sorted & updated all the documents for me. Their communication With HMRC VAT office was c...”

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Astus Financial Planning

(50)

Company
Questions
Pension

“ASTUS have been our Financial Advisors for many years. We have always had the best service and we know that our money is in safe hands. We would definitely recommend ASTUS.”

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Origen Financial Services

(50)

Retirement Options, Inheritance Tax and Estate Planning, Investment Planning

“I must recommend Hatice who is a very knowledgeable advisor. She has managed our investments and savings for some time and has given us very sound advise.”

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Bluesky Chartered Financial Planners

(44)

Financial Advice
Modelling
Understand

“Bluesky and Jeremy have been very helpful in advising and helping us plan our finances for retirement. I would definitely recommend them to anyone looking for friendly, independent and well explained advice.”

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Average Cost	£3679
Minimum cost	£1228
Maximum cost	£10425
Avg Per Hour Rates	£370

Best Financial Advisors in Bracknell

The highest-rated Financial Planning & Wealth Management companies out of 64 vetted & reviewed in the Bracknell area.

Pennymatters

Flying Colours

Affordable Financial Planning Services

Milton Independent Financial Advisors

Dalvi Wealth Management

Boyett Mayes & Associates

Apex Accountancy

Leonna Salmon Financial Planning

Asmat & Co | Slough |

Zinga Financial Services

Resolve Financial Solutions

Michael Usher Mortgage Services

Lloyds Independent Financial Services

Hazelwood Financial Services

Alexander James Mortgage Services

Money Ways UK

Premier Financial Services

New Start Financial Services

The Surrey Mortgage Broker

Sterling Grove Accountants Limited

Direct Assist Accountants

Astus Financial Planning

Origen Financial Services

Bluesky Chartered Financial Planners

Retirement Planning and Investment Management Services in Bracknell Cost Estimates

Why these companies made our list

Wealth Management Advisors near Bracknell

Popular in Bracknell