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Best Financial Advisors in Bracknell

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

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Pennymatters

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!”
Building 329, Doncastle Rd, Bracknell RG12 8PE
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Flying Colours

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...”
Transparent Fees & Pricing
1301, Ocean House, The Ring, Bracknell RG12 1AX
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Affordable Financial Planning Services

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 ...”
Free Initial Consultation
In Business Since 2015
Serving Bracknell Area
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Milton Independent Financial Advisors

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...”
Venture House, 2 Arlington Square, Downshire Way, Bracknell RG12 1WA
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Dalvi Wealth Management

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...”
14 Hurricane Gate, Bracknell RG12 9SR
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Boyett Mayes & Associates

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...”
In Business Since 2011
Calbourne House, Forest Rd, Binfield, Bracknell RG42 4HP
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Asmat & Co | Slough |

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...”
Family Business
Transparent Fees & Pricing
84 High St, Berkshire, Slough SL1 1EL
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Zinga Financial Services

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.”
Transparent Fees & Pricing
In Business Since 2021
1st Floor, 192 High St, Uxbridge UB8 1LB
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Resolve Financial Solutions

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!”
Transparent Fees & Pricing
Serving Bracknell Area
Featured

We want to understand you and what you want from life. That’s why our first meeting will be about you and not your money. Once we know our clients better, we can start to put together a plan.  Using our knowledge and some financial planning software, we can explore what is achievable for you.  #financialadvice...

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Michael Usher Mortgage Services

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...”
Family Business
In Business Since 2015
Serving Bracknell Area
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Hazelwood Financial Services

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.”
Coupons & Offers
Serving Bracknell Area
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Alexander James Mortgage Services

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.”
14 Chertsey Rd, Woking GU21 5AH
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Lloyds Independent Financial Services

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.”
Family Business
19 The Old Orchard, Farnham GU9 8UR
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Money Ways UK

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”
20+ Years Experience
19 Camp Rd, North Camp, Farnborough GU14 6EN
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Premier Financial Services

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.”
Albany House, 14 Shute End, Wokingham RG40 1BJ
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The Surrey Mortgage Broker

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.”
20+ Years Experience
GOSTREY HOUSE, Union Rd, Farnham GU9 7PT
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New Start Financial Services

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.”
Licensed
New Rd, Maidenhead SL6 5LN
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Sterling Grove Accountants Limited

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”
In Business Since 2016
Serving Bracknell Area
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Direct Assist Accountants

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...”
Free Initial Consultation
In Business Since 2015
Unit 2, 20 Woodland Ave, Slough SL1 3BU
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Knight Frank Finance

Knight Frank Finance

(50)
  • Responsive
  • Result
  • Options
“Brilliant all-round service. Dominic Sharp was always great with communication, easy to contact, professional and got us a fantastic mortgage agreement. Highly recommend.”
Transparent Fees & Pricing
Suite 1, 2nd floor, 2000 Cathedral Hill, Guildford GU2 7YL
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Bluesky Chartered Financial Planners

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.”
20+ Years Experience
Hatch Farm, Mill Ln, Sindlesham, Wokingham RG41 5DF
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Astus Financial Planning

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.”
Serving Bracknell Area
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Origen Financial Services

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.”
Second Floor, Ascent 4, 2 Gladiator Way, Farnborough GU14 6XN
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Asset Harbour

Asset Harbour

(50)
  • First Time Buyer
  • Questions
  • Life Insurance
“Great service, professional, and personal service. Even after all fees were paid, they got us a revised mortgage with a lower interest rate. I completely recommend it.”
In Business Since 2009
Serving Bracknell Area
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Retirement Planning and Investment Management Services in Bracknell Cost Estimates

Minimum cost
£1228
Maximum cost
£10425
National Average
£3679
Avg Per Hour Rates
£370
£2453
£6746
Average price range is based on 352 cost profiles
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Average Cost £3679
Minimum cost £1228
Maximum cost £10425
Avg Per Hour Rates £370

Average range $2453 to $6746 is based on 352 cost profiles.

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