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Best Financial Advisors in Maidenhead

Handpicked from 36 vetted & reviewed Financial Planning & Wealth Management firms in the Maidenhead area, explore the top 5 leaders in their field among the selected group of 24 finalists.

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Sfia Group

Sfia Group

(11)
Retirement Planning, Investment Planning, Mortgages
“My wife and I have used Adrian from SFIA for over a decade, he is incredibly knowledgeable and always helps me to get the best deal. It's evident that he has my best interests as motivation. Couldn't recommend SFIA highly enough.”
Free Initial Consultation
Transparent Fees & Pricing
27 Moorbridge Rd, Maidenhead SL6 8LT
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Wilson Partners Accounting

Wilson Partners Accounting

(29)
  • Emails
  • Company
  • Team
“Wilson Partners work seamlessly to support our business' accounting practices, the team are helpful, responsive and extremely knowledgeable - I wouldn't hesitate to recommend them.”
Coupons & Offers
Remote Consultations Available
5a Frascati Way, Maidenhead SL6 4UY
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Solutions 4 Business

Solutions 4 Business

(3)
Statutory Compliance, Tax Planning, Profit and Cash Flow Maximisation
“A very professional team led by John, would absolutely recommend”
36 Lower Cookham Rd, Maidenhead SL6 8JU
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Old Bray Financial

Old Bray Financial

(4)
“Fantastic experience with Alex and the team. They're knowledgeable, approachable and a pleasure to work with. It's great to live with the confidence that our future is in such good hands. Thoroughly recommend.”
In Business Since 2012
Weirbank Business Centre, Maidenhead SL6 2ED
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Knight Wealth Management

Knight Wealth Management

(6)
“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...”
Offers Financing Options
35 College Ave, Maidenhead SL6 6AZ
Featured

These are our top tips for what you should be looking for when speaking to a financial adviser: 1. Are you being listened to? This is, in our humble opinion, the most important tip. When you are talking about finances it is important to know and feel that your concerns, issues or requests have been heard. 2. Does the financial adviser have your best interests at heart? You should come away from the meeting knowing that what is important to you is now important to the adviser. 3. Did you have rapport with the adviser? This sounds simple enough but the reality is you are going to be working with this person for a number of years so rapport is important. 4. Ensure that you have had all the information explained to you in a way that is clear, free from jargon and relates to your circumstances. These are just some of the things you can expect from us and we hope this was helpful.

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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
96 (100)
Minimum Reputation Rank
99.7 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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Red Kite Development Consultancy

Red Kite Development Consultancy

In Business Since 2002
Redlands Wing, Maidenhead Ct Park, Maidenhead SL6 8HN
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Quantuma

Quantuma

(1)
Debt Collection, Creditor Representation, Retention of Title
“What a wonderful company to deal with...very professional approach and kept me informed at all times of any changes and updates”
Transparent Fees & Pricing
In Business Since 2004
15 Forlease Rd, Maidenhead SL6 1RX
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HB Dobbin Financial Planning

HB Dobbin Financial Planning

Retirement Planning, Financial Planning For Individuals, Wealth Management
“Understanding the process is vital to getting the results you deserve. Your finances need care and attention – we will be on hand at every stage, working with you to meet your goals.”
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
“Watt Money Ltd provides a full service to individuals and companies. We give honest and easy to understand advice. We deal with key areas of Pension, Investment and Protection; we engage other professionals in the areas of Wills, Trusts, Inheritance ...”
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

“Thank you for your kind attention, John. We do appreciate having someone to advise us on money matters and looking after our investments. Trusting this note finds you and the family well.”
In Business Since 2002
96 Bridle Rd, Maidenhead SL6 7RT
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KC Wealth

KC Wealth

““Karan has been a great help to me and my wife with his invaluable advice and continuing support in reorganising our financial and personal affairs. This has included placing investments, pensions and estate planning. With his very pleasant manner, K...”
9, Lake End Court, Taplow Rd, Taplow, Maidenhead SL6 0JQ
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Roxborough Wealth Management

Roxborough Wealth Management

(22)
  • House
  • Mortgage
  • Information
“Excellent support and advice through my many years with you. Quick, professional and supportive of my individual needs. A fantastic company to deal with. Thank you”
In Business Since 2012
Serving Maidenhead Area
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Highwood Financial Services

Highwood Financial Services

(2)
Financial Coaching, Cashflow Planning, Financial Planning
“An excellent team from top to bottom.”
Transparent Fees & Pricing
30+ Years Experience
Victoria House, 45-47 Vicarage Rd, Watford WD18 0DE
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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)
Retirement Planning, Financial Planning, Investements & Savings
“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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Milton Independent Financial Advisors

Milton Independent Financial Advisors

(3)
Investments, Mortgages, Equity Release
“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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Assets Accounting

Assets Accounting

(2)
International, Financial Planning and Wealth Management, 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 Maidenhead Area
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Frog Wealth Management

Frog Wealth Management

(1)
Probate, Professional Trustees, Pre-Paid Funeral Plan
“My thanks must go to Dani who helped me sort out a new Will, I was never rushed, there was always someone on the staff to advise me if I had a query, Dani even went out of her way to pick-up my paperwork and to advise me, but always made sure I had w...”
86A High St, Rickmansworth WD3 1AQ
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Riz & Co

Riz & Co

(1)
Business Start-Ups, Accountancy Services, Tax Services & Financial Planning
“Excellent service at a very good price. Very expert and friendly advice. Would recommend to any one.”
Free Initial Consultation
Licensed
Serving Maidenhead Area
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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
“Thanks for your help with our most recent house purchase, this time in Scotland! It's very reassuring having you managing the process during the often stressful time of buying a house.”
Serving Maidenhead Area
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Chiltern Hills Financial Planning

Chiltern Hills Financial Planning

(7)
  • Family
“Chiltern Hills Financial Planning provided me with a very high quality service, it was easy to go through the Financial Advice journey and my Adviser was always put my interests first!”
Serving Maidenhead Area
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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.

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Wealth Management Advisors near Maidenhead

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