Best Financial Advisors in Newbury

“Rowan has been so helpful and prompt in his advice, support, and great customer service. Really appreciate your help through this process as first time buyers. Thank you so much.”

“Michael is very knowledgeable and friendly. He analysed my financial situation very well and gave me very good advice on insurance, pension and investments. I will definitely use their services again. Highly recommended”

“Sonia and her team are unique in many ways. Not only are they very dedicated to client service but the advice over many years has been on point and no hard sell. We have been clients for at least twenty five years.”

“Deane and David have been looking after our pensions and investments for a good few years now. We really appreciate how accessible they are and how they keep up with our rapidly changing plans. They strike a good balance between clear, sensible advic...”

“"When we initially approached them we had a turnover of £800k, this has now risen to £4.5m and we are projected to achieve £5.5m to £6m next year. None of this would have been possible without the fantastic support and flexibility we have received fr...”

“amazing service, certainly helped me get the best from the money i had.. thank you Positive Professionalism”

“We bring together up to the minute tax, estate, investment and retirement planning advice to create individual, 'joined up' financial strategies. This allows our clients to understand and have confidence in how they can best control, retain, and buil...”

“At Harveys we like to practice what we preach. Our insolvency practitioners are some of the most experienced in the industry and we will always aim to provide a valuable resolution to our clients and one that is right before anything else, including ...”

“I have known Richard and Robert in a professional capacity for a number of years and have found them both to be very professional individuals with an eye for detail and a passion for the industry”

“Berkshire IFA Limited is registered in England & Wales under number 11248066. Registered Office at Albany House, 14 Shute End, Wokingham, Berkshire, RG40 1BJ. FCA Number 826120, email: [emailprotected], telephone:”

“We are independent financial advisers, which means our duty is solely to you – our client. Our aim is to 'make sense of money' so that together, we can identify your financial goals, identify how best to achieve them and put in place a strategy that ...”

“Really helpful and informative. Takes the time to explain things in a nice straightforward understandable way. Looking at my plans for how I can afford to retire over the next few years. Positive Quality, Professionalism”

“Mark is very good at presenting advice in a way which is easily understood, using visual aids to support this. He is very knowledgeable, friendly, and takes time to explain things, giving plenty of opportunities to ask questions to ensure I understan...”

“Assets have looked after our accounting and payroll requirements for many years and have always done an excellent job. We cannot recommend them highly enough and they are a pleasure to work with.”