Best Financial Advisors in Maidenhead

The highest-rated Financial Planning & Wealth Management companies out of 36 vetted & reviewed in the Maidenhead area.

New Start Financial Services

New Start Financial Services

(50)
  • Company
  • Email
  • Self Employed
“Wow!! Fantastic!! Amazing!! Stuart and Carole have guided me through the process of getting my mortgage from start to finish. Really couldn't of done it without them. They made the process easy for me. Definitely recommend anyone looking for a mortga...”
Licensed
New Rd, Maidenhead SL6 5LN
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Amber River Sfia

Amber River Sfia

(18)
  • Advice
  • Understanding
  • Manage
“I have used SFIA group to assist with school fees planning, and found them to offer detailed well considered advice, routes and approaches to manage finance around school fees, and generally, around investment strategies. Cheryl did a great job for m...”
In Business Since 2006
27 Moorbridge Rd, Maidenhead SL6 8LT
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Solutions 4 Business

Solutions 4 Business

(4)
Statutory Compliance, Tax Planning, Profit and Cash Flow Maximisation
“No nonsense team of accountants who get the job done as efficiently as they can. They always have a very fast response time and offered me a very personalised solution that made me feel as if I was their only client. Highly recommend”
36 Lower Cookham Rd, Maidenhead SL6 8JU
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KC Wealth

KC Wealth

(12)
  • Market
  • Tax
  • Portfolio
“Karan has been our financial advisor for the last 7 years and we have always been extremely happy with the service and advice we've received. I feel very confident that our finances are in safe hands. Karan is very professional and so easy to talk ...”
9, Lake End Court, Taplow Rd, Taplow, Maidenhead SL6 0JQ
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Knight Wealth Management

Knight Wealth Management

(9)
  • Goals
  • Confidence
  • Explanation
“James has a high degree of emotional intelligence which helps him to better understand your goals in life and how to make your money work best to achieve them. He is very personable and it has been a joy to work with him over the past couple of years...”
35 College Ave, Maidenhead SL6 6AZ
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HB Dobbin Financial Planning

HB Dobbin Financial Planning

Retirement Planning, Financial Planning For Individuals, Wealth Management
Transparent Fees & Pricing
In Business Since 2004
1st Floor, 3 Concorde Park, Concorde Rd, Maidenhead SL6 4BY
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Watt Money

Watt Money

Life Assurance, Investment Advice, Tax Planning
30+ Years Experience
Clyde House, Reform Rd, Maidenhead SL6 8BY
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Executive Advisory Services

Executive Advisory Services

(1)
“Absolutely brilliant.. they have sorted mortgages, pensions and savings for me, all very efficiently and to my advantage, cannot recommend them highly enough.”
67 Lower Rd, Cookham, Maidenhead SL6 9HF
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Safe Insurance Agency

Safe Insurance Agency

In Business Since 2002
Pennyfield, Switchback Rd N, Maidenhead
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Zinga Financial Services

Zinga Financial Services

(50)
Personal Protection, Home Insurance, Investments & Pensions
“Seema Babber handled out mortgage renewal and she was absolutely fantastic. A-Star treatment from start to finish, how she managed everything for us and giving us relevant up to date information regarding the process was amazing. Highly recommended c...”
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, Financial Planning, Protection Planning
“Our adviser Chris was brilliant, we had a different adviser from another company at first, but we quickly changed over to Chris at Resolve as he was 10 times better and more helpful, I feel like I got the best deal possible due to the great service w...”
Transparent Fees & Pricing
Serving Maidenhead Area
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Hazelwood Financial Services

Hazelwood Financial Services

(50)
  • Phone
  • Information
  • Remortgage
“My husband and I decided to re-mortgage our home. We have used Hazelwood financial services twice previously when we moved home. Dave Hunt is always helpful, polite, knowledgeable and responds quickly. We highly recommend them, and when our mortgage...”
Coupons & Offers
Serving Maidenhead Area
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Michael Usher Mortgage Services

Michael Usher Mortgage Services

(50)
  • First Time Buyers
  • Mother
  • Remortgage
“Jo and her team were great at MU Mortgage's from the point of application through to completion. Communication and assistance dealing with solicitors has been great. I highly recommend this company and will be using them again in the future”
Family Business
In Business Since 2015
Serving Maidenhead Area
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Alexander James Mortgage Services

Alexander James Mortgage Services

(50)
Remortgage, Mortgage, Buy to Let Mortgage
“Phil was recommended to us by a friend and we can't thank him enough for all the hard work and time he put into helping us move into our dream home. We will most definitely be using his service in the future and would highly recommend him to help fin...”
14 Chertsey Rd, Woking GU21 5AH
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Pennymatters

Pennymatters

(49)
Retirement Planning, Investments, Estate Planning
“Kate at Pennymatters has handled our mortgages for a number of years and we've always been more than happy. She is friendly, communicative and always happy to answer any questions we have, explain different aspects and chase for us when needed. Would...”
Building 329, Doncastle Rd, Bracknell RG12 8PE
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Premier Financial Services

Premier Financial Services

(50)
  • Rates
  • Stress
  • Remortgage
“We would absolutely and highly recommend Paul at Premier Financial Services. He has been supporting us for over 25 years with his professional guidance and mortgage advice who very much understood our needs and going the extra mile to find solutions ...”
Albany House, 14 Shute End, Wokingham RG40 1BJ
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First Thought Financial, Hertfordshire

First Thought Financial, Hertfordshire

(47)
  • First Time Buyer
  • Needs
  • Professional
“Highly recommend First Thought Financial. Mortgage application was approved first time and the exchange was seamless… could not ask for a better service 👌🏼 …”
In Business Since 2018
First Floor, 112–114 High St, Rickmansworth WD3 1AQ
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Direct Assist Accountants

Direct Assist Accountants

(49)
Business Services, Company Formations, Vat Schemes, Vat Planning & Returns
“Amazing and professional service on my company and personal tax returns. Would recommend without hesitation and will continue using them for year. Thank you Sohail and team!”
Free Initial Consultation
In Business Since 2015
Unit 2, 20 Woodland Ave, Slough SL1 3BU
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Bluesky Chartered Financial Planners

Bluesky Chartered Financial Planners

(44)
  • Report
  • Options
  • Understand
“I am very pleased with the service that Bluesky have provided and have no hesitation in recommending them as an IFA. They have spent time getting to know my circumstances and as these have changed have reviewed and recommended changes that have achie...”
20+ Years Experience
Hatch Farm, Mill Ln, Sindlesham, Wokingham RG41 5DF
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Astus Financial Planning

Astus Financial Planning

(50)
  • Family
  • Power of Attorney
  • Pension
“After having our first child, we increasingly felt the need to make provisions for the future of our family and ASTUS were incredibly informative and helpful in helping us explore our options with regards to pensions, life insurance, wills and powers...”
Serving Maidenhead Area
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Asset Harbour

Asset Harbour

(50)
  • Patient
  • Work Ethic
  • Life Insurance
“Xavier and Carl have been very professional and supportive with all aspects of our mortgage and life insurance applications. They're both very knowledgeable and friendly. Thank you both, we will always recommend to family and friends, and be back in...”
In Business Since 2009
Serving Maidenhead Area
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Porter Garland Limited

Porter Garland Limited

(39)
  • Understand
  • Meeting
  • Efficient
“Porter Garland have been my accountants for 35 years across multiple companies that I have run. The service and advice I have received has always been exemplary. They are highly professional, friendly and knowledgeable.”
Serving Maidenhead Area
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Accumulus Consulting Limited

Accumulus Consulting Limited

(37)
  • Understand
  • Products
  • Team
“Geoff came highly recommended to me by a close friend. His advice and guidance has really helped me to clear up some of the issues I've been having with my finances and how to go forward in my life. I really appreciate his honesty. I would highly rec...”
Serving Maidenhead Area
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Flying Colours

Flying Colours

(32)
  • Costs
  • Sound
  • Financial Advice
“I was surprised to read a recent review of the services provided by Flying Colours as my experience was completely different. I found them to offer me very good advice and allowed me as much time as required to answer all my questions during a teleph...”
Transparent Fees & Pricing
1301, Ocean House, The Ring, Bracknell RG12 1AX
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Retirement Planning and Investment Management Services in Maidenhead Cost Estimates

Minimum cost
£1220
Maximum cost
£10359
National Average
£3656
Avg Per Hour Rates
£367
£2438
£6703
Average price range is based on 350 cost profiles
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Average Cost £3656
Minimum cost £1220
Maximum cost £10359
Avg Per Hour Rates £367

Average range £2438 to £6703 is based on 350 cost profiles.

Why these companies made our list

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