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Giles Warren Financial

(21)

My Portfolio, Market Data, Newsletters

“I found Giles and the team to be very approachable, providing some good insights and a range of suitable options. Positive Responsiveness, Quality, Professionalism”

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Holland Hahn & Wills: Wealth Management

(23)

Sound
Knowledge
Confident

“Amyr provided an extremely helpful and valuable service for both my husband and I and was able to answer any questions and queries I had following our assessment in an "easy to understand manner".”

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Bigmore Wills and Probate

(29)

Mortgages & Protection, Employee Benefits Faqs, Wills & Probate

“I fully recommend Bigmore Associates. They opened our eyes to things we hadn't thought of putting in our will. Bigmore made it an easy process, always available and quick to reply with anything questions you asked. Great service, friendly and effic...”

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Park Financial

(11)

Life Assurance, Taxation, Pensions

“Ivor at Park Financial was fantastic, from the start of sorting my Lifetime Mortgage, he was clear and made it an easy transition, particularly near the expiry of my Mortgage offer, he helped me through it and calmed my nerves. Outstanding.”

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Purely Financial Planning

(18)

Words
Stars
Life Insurance

“Wow! Once again a superb service from Andrew and his team! If I could give you more stars I would! Thank you for giving us the best mortgage options & for being there every step of the way with prompt interaction.”

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Continuum Wealth

(1)

Wealth Management, Protection Planning and Life Insurance, Financial Planning

“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...”

Featured

Understanding Annuities and Their Tax Implications for a Secure Retirement Retirement planning in the UK includes various investment options, with annuities offering reliable income. However, understanding the tax implications of different annuities is crucial to maximise financial efficiency in retirement. Key Insights: What is an Annuity: Learn how annuities provide steady income during retirement. Understanding Annuity Taxation: Navigate the complexities of annuity taxes in the UK. Standard Annuities: Reliable income, fully taxable above personal allowance. Purchased Life Annuities: Tax-efficient, with only interest portion taxable. Financial Goals: Align annuity choices with your retirement objectives and tax planning. Estate Planning: Consider legacy and wealth transfer implications of your annuity type. Tax Implications: Different annuities affect your tax liability; plan strategically. Role of Financial Advisers: Seek expert guidance to optimise your retirement strategy. Read our latest blog to understand annuities and their tax implications for a secure financial future in retirement.

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Strategic Wealth Partners

(3)

Meeting

“I have recently moved my investments to Strategic Wealth Partners after an initial meeting with Amyr where is insight, knowledge, integrity and clear communication style convinced me very quickly that moving and putting my trust in him and the Team w...”

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Asset & Investment Management

(2)

“I've been with AIM for a little over a year, after needing a provider to deal with my pension. I am a self employed and while financially astute, I really didn't have a clue about pensions. Stewart from AIM explained everything to me and let me know ...”

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Thameside Financial Planning

(1)

“Brand new friendly and professional offices, well done”

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Courtiers

(2)

Pensions & Auto Enrolmentunderstand the Rules, the Options, the Processes and the Comfort in Being Compliant., Employee Benefitsnew Schemes, Reviews and Advice For Trustees. Helping to Identify and Meet Specific Requirements., Working Togethercombine With an Outside Perspective to Help Establish, Implement and Manage Corporate Schemes.

“First class service”

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Apperley Wealth Management

(4)

Understanding
Retirement

“The time, work ethic and efficiency in which Ben delivered his service for us was second to none. Ben is knowledgeable and thorough and was able to communicate his advice in a very understandable way. Thanks for looking after our protection requireme...”

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Knight James

(1)

“Knight James offer fast, efficient and reliable services. It was a pleasure to have such fantastic communication from Jon Fisher during our mortgage application: he dealt with our queries quickly and effectively. I would highly recommend them to anyo...”

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Humphries IFA

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WH Ireland Wealth Management

News & Views

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Finesse Financial Planning

(1)

“Catherine has been my financial advisor for a number of years. Her guidance has ensured that I am in a healthy financial position and able to take on the future with confidence. I wholeheartedly recommend Catherine for her willingness to steer you t...”

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Pilgrim Wealth Management

(1)

“I cannot thank Duncan enough for the excellence of his outstanding service over the years. I've had the pleasure of known Duncan for a long time and would not hesitate in recommending him. Positive Responsiveness, Quality, Professionalism, Value”

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Willu Invest

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Villars Hayward

Making Tax Digital, Probate Services – Examples, Wealth Management

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Alexander James Mortgage Services

(50)

Remortgage, Buy to Let Mortgage, Mortgage

“I would highly recommend you work with Charlotte Emery she is an absolutely amazing person who is very dedicated to her job and helping the clients find good mortgages as well as going above and beyond to help the clients. I have had the pleasure of ...”

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Hazelwood Financial Services

(50)

Financial Advice
Phone
Market

“We've been incredibly impressed with the help provided by Dave in securing a new mortgage for our house move. In addition to finding the best deal, Dave walked us through the application process and helped simplify the mortgage minefield by breaking ...”

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Pennymatters

(49)

Retirement Planning, Estate Planning, Protection

“Pennymatters and Kate Mihell have been looking after use for many years. The latest re-mortgage was seamless and very easy with Kate helping us with great advice and a very professional services. I have recommended Kate to friends and family and al...”

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Premier Financial Services

(50)

Family
Rates
Vendors

“We have been using Paul for 10 years and he has managed 3 re-mortgages for us. He really seeks to understand what is important for us as clients before making a recommendation. Each time he has suggested options we didn't know were available and re...”

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New Start Financial Services

(50)

Phone
Company
Market

“Stuart @ New Start Financial Services is a superstar. I have worked with him to great success on various mortgages. His attention to detail, clear feedback & guidance and up to date knowledge of the industry, make him the best person to navigate the ...”

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Direct Assist Accountants

(49)

Mortages & Mortgage Accounts, Business Services, Let Property Campaign

“They are always there and follow through to your duties, chase up loose ends and make sure your books are always balanced ;all their clients need to do is to collaborate for the smoothest journey ever!”

i

Average Cost	£3410
Minimum cost	£1138
Maximum cost	£9663
Avg Per Hour Rates	£343

Best Financial Advisors in Henley on Thames

The highest-rated Financial Planning & Wealth Management companies out of 66 vetted & reviewed in the Henley on Thames area.

Giles Warren Financial

Holland Hahn & Wills: Wealth Management

Bigmore Wills and Probate

Park Financial

Purely Financial Planning

Continuum Wealth

Strategic Wealth Partners

Asset & Investment Management

Thameside Financial Planning

Courtiers

Apperley Wealth Management

Knight James

Humphries IFA

WH Ireland Wealth Management

Finesse Financial Planning

Pilgrim Wealth Management

Willu Invest

Villars Hayward

Alexander James Mortgage Services

Hazelwood Financial Services

Pennymatters

Premier Financial Services

New Start Financial Services

Direct Assist Accountants

Retirement Planning and Investment Management Services in Henley on Thames Cost Estimates

Why these companies made our list

Wealth Management Advisors near Henley on Thames

Popular in Henley on Thames