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Best Financial Advisors in Bracknell

Handpicked from 64 vetted & reviewed Financial Planning & Wealth Management firms in the Bracknell area, explore the top 5 standout choices among the selected group of 24 finalists.

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Milton Independent Financial Advisors

Milton Independent Financial Advisors

(3)
Pensions, Equity Release, Investments
“Madhu has been an absolute star for helping me over the many years with my mortgage and remortgages by finding me good deals and competitive rates. In comparison to other brokers I have dealt with, Madhu's thorough knowledge, professionalism and pati...”
Venture House, 2 Arlington Square, Downshire Way, Bracknell RG12 1WA
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Pennymatters

Pennymatters

(30)
  • Experience
  • Responsive
  • Questions
“Really excellent service from Matt Bloom, he was able to find us a much better mortgage deal for our house move than other advisors we had looked at. He was professional and efficient throughout the whole process and we will soon be recommending him ...”
Building 329, Doncastle Rd, Bracknell RG12 8PE
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Flying Colours

Flying Colours

(21)
Inheritance Tax & Estate Planning, Later Life & Long-Term Care Planning, Investment Planning
“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...”
Free Initial Consultation
In Business Since 2019
1301, Ocean House, The Ring, Bracknell RG12 1AX
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Affordable Financial Planning Services

Affordable Financial Planning Services

(21)
  • POA
  • Pressure
  • Knowledge
“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 ...”
Family Business
Transparent Fees & Pricing
Berkshire, 26 Ellwood Fields, Binfield, Bracknell RG42 4GA
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Ascot Asset Management

Ascot Asset Management

“We specialise in providing you with quality, professional Financial Advice that you can trust. Whatever your particular requirements, whether it be a mortgage, retirement planning, investment for income or growth, protection against accident, sicknes...”
Suite 3 Acorn House, Longshot Lane, Bracknell RG12 1RL
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
95 (100)
Minimum Reputation Rank
98.8 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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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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Wilson Partners Accounting

Wilson Partners Accounting

(29)
  • Advisor
  • Proactive
  • Company
“Wilson Partners have supported Blue Circle Life Ltd (trading as Kalibre UK) for over 5 years across a number of important topics from payroll and accounting to issuing share capital and auditing our accounts. They are professional, efficient and trea...”
Coupons & Offers
Remote Consultations Available
5a Frascati Way, Maidenhead SL6 4UY
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Sfia Group

Sfia Group

(11)
TAX Planning, Mortgages, Retirement Planning
“SFIA are small enough for a good personal services, but large enough to be able to negotiate very good investments. They have just taken over Neville Birch, together with their staff, who I have dealt with and trusted with their advice for many year...”
Free Initial Consultation
Transparent Fees & Pricing
27 Moorbridge Rd, Maidenhead SL6 8LT
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Roxborough Wealth Management

Roxborough Wealth Management

(22)
  • Experience
  • Information
  • House
“Would highly recommend Roxborough. Could not thank Stephanie enough for all the help and guidance she gave us to buy our first home. Trusted every advice that she gave even months before we started house hunting. She kept us up to date with our mortg...”
In Business Since 2012
Serving Bracknell Area
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Delaunay Wealth Management

Delaunay Wealth Management

(4)
“We have used Delaunay Wealth Management services for approx 10 years. In that time we have found LLoyd's advice very good and possibly even more importantly his team's back up service to be excellent and first class..”
Transparent Fees & Pricing
In Business Since 2012
Optichrome House, 98-102 Maybury Rd, Woking GU21 5HX
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Bespoke Independent Financial Advisers Limited

Bespoke Independent Financial Advisers Limited

(4)
Protection, Investements & Savings, Retirement Planning
“We would highly recommend Bespoke. In the last year they have restructured our pension arrangements and have been organised and transparent throughout. We have been extremely well looked after by Austin and benefited from his technical knowledge and ...”
20+ Years Experience
Dorna House Two, Guildford Rd, West End, Woking GU24 9PW
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Assets Accounting

Assets Accounting

(2)
Corporate Tax, VAT, Book-Keeping
“I've been both a personal & business client for over 20years now and have recommended them to numerous friends & colleagues in that period too - everyone is equally impressed.”
Serving Bracknell Area
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Switchfoot Wealth Limited

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, ...”
28 Upper Hale Rd, Farnham GU9 0NS
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Century Law Limited T/As Century Financial Planning

Century Law Limited T/As Century Financial Planning

(2)
“I have been advised and supported by Alan Bird and his team for many years and feel very grateful. I have always received sound professional advice which I have followed and the result is that am facing a sound financial retirement which is such a re...”
St Stephens House, Arthur Rd, Windsor SL4 1RU
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Littlewick Wealth Management

Littlewick Wealth Management

(1)
“Having just successfully transferred my pension from my previous provider using William Cox of Littlewick Wealth Management Ltd I wanted to share my experience of working with Will to achieve this end. At my first meeting with Will I was impressed by...”
Fairoaks Airport, Littlewick Wealth Management Ltd Unit A19, Chobham, Woking GU24 8HU
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Nightingales Wealth Management

Nightingales Wealth Management

(7)
  • Mortgage
“We used White Oak to arrange a buy-to-let mortgage and their service was exceptional. Our thanks to Sam who was professional, charming and efficient. Not to be confused with White Oak UK which seems to be the case with the previous reviewer.”
Serving Bracknell Area
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RBS Associates

RBS Associates

(1)
Financial Planning, Health Insurance, Business Insurance
“I have worked with several Financial Consultants in the past, however I have never received a service that even comes close to the one received from RBS. Mark Spurling is excellent! His knowledge, experience and expertise is outstanding, can't recomm...”
Serving Bracknell Area
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Lucus Wealth

Lucus Wealth

(3)
“As a retired financial adviser with over 40 years experience I found Lucus Wealth extremely professional and, as important, truly independent. Having fully analysed my attitude to risk I received a personalised report and did not feel shoe horned int...”
In Business Since 2016
Serving Bracknell Area
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Direct Assist Accountants

Direct Assist Accountants

(30)
Construction Industry Scheme, Statutory Year End Accounts, Vat Schemes, Vat Planning & Returns
“It's been 4 years, I am using their service and they are The best. I have never had to worry about any accounting related issues. They look after everything. Quick response, great advice, great service, overall five stars. 100% recommend to all my f...”
Free Initial Consultation
Unit 2, 20 Woodland Ave, Slough SL1 3BU
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Lloyds Independent Financial Services

Lloyds Independent Financial Services

(30)
  • First Time Buyer
  • Insurance
  • Property
“Lloyds Independent Financial Services was recommended to my by my friend. I used their services 3 times in the last 4 years during house moves and for insurances. Each time I checked their recommendation independently - just to make sure I get the be...”
Family Business
19 The Old Orchard, Farnham GU9 8UR
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Alexander James Wealth Solutions

Alexander James Wealth Solutions

(30)
Inheritance Tax Planning, Retirement Planning Specialist, Investments
“Katie has been amazing! She has helped me every step of the way. Being a first time buyer I thought it was going to be a very daunting experience but it's really been a stress free experience, Katie had a huge part to play in that. You can tell Katie...”
14 Chertsey Rd, Woking GU21 5AH
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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Michael Usher Mortgage Services

Michael Usher Mortgage Services

(30)
  • Property
  • Questions
  • House
“With very good service.Staff were very helpful and they have a very good team work.Highly recommended.Keep up the good work.Our Broker Mark Bateman really helps us a lot in our journey finally having a second property, thanking him for his patience a...”
Free Initial Consultation
Family Business
In Business Since 2015
Serving Bracknell Area
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Sterling Grove Accountants Limited

Sterling Grove Accountants Limited

(30)
Business, Personal
“We are very long standing clients of Bernie O'Sullivan and his team at Sterling Grove. We thoroughly enjoy working with them, they are efficient, professional, quick to respond to our queries, help us solve problems and find our way around current l...”
Transparent Fees & Pricing
Serving Bracknell Area
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Bluesky Chartered Financial Planners

Bluesky Chartered Financial Planners

(30)
  • Modelling
  • Confidence
  • Investments
“After a divorce I needed advice on pension sharing and also to set up the appropriate pension structure for me. The team at Bluesky have done their work efficiently and I would recommend them for their knowledge and customer service.”
20+ Years Experience
Chalfont Cl, Earley, Reading RG6 5SY
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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.

Why these companies made our list

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Wealth Management Advisors near Bracknell

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