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Best Financial Advisors in Newbury

Handpicked from 65 vetted & reviewed Financial Planning & Wealth Management firms in the Newbury area, explore the top 5 leading options among the selected group of 24 finalists.

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All Aspects Financial

All Aspects Financial

(13)
Tax Planning, Pension Planning, Retirement Planning
“Michael is always really helpful and explains things clearly. He is very knowledgeable and always goes above and beyond to provide an exceptional service which shows he really cares”
Hanover House, Bishop's Green, Newbury RG20 4HT, Newbury RG20 4HT
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J Finance

J Finance

(29)
  • Remortgage
  • Professional
  • Team
“J Finance was amazing. Everyone was so patient and helpful throughout the whole process and everything was explained in a way that made it easy to understand. Particular thanks to Rowan, Sam, and Charlotte who were fantastic.”
6A London Rd, Newbury RG14 1JX
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Close Brothers Invoice Finance

Close Brothers Invoice Finance

“Leading, independent provider of invoice finance to both SMEs and large businesses throughout the UK. Award winning service.”
Offers Financing Options
Transparent Fees & Pricing
In Business Since 1997
25 Bartholomew St, Newbury RG14 5LL
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Highclere Wealth

Highclere Wealth

(1)
“Deane and the team have always provided a first class service for my clients. There is a wealth of knowledge with practicality and the human touch which gives great customer service every time. I can only recommend if I'm confident in the provider a...”
In Business Since 2020
7 Lower Woodspeen Court, Newbury RG20 8BL
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Chester Rose Financial Planning - Newbury

Chester Rose Financial Planning - Newbury

(1)
“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”
53 Bartholomew St, Newbury RG14 5QA
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
97 (100)
Minimum Reputation Rank
98.6 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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Douglas Hope Financial Management

Douglas Hope Financial Management

(1)
“amazing service, certainly helped me get the best from the money i had.. thank you”
43 Northbrook St, Newbury RG14 1DT
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Griffins Financial Solutions

Griffins Financial Solutions

(3)
“Helpful and professional service so far. I would recommend.”
Elizabeth House, 13-19 London Rd, Newbury RG14 1JL
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Turner Barratt

Turner Barratt

“We understand that Corporate Finance transactions do not happen everyday. We want to be there when you need us and are therefore happy to maintain a relationship for as long as it takes, several years maybe, before you are ready to say “Go”. With our...”
Transparent Fees & Pricing
99 Greenham Rd, Newbury RG14 7JE
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Essential Wealth Management & Advice

Essential Wealth Management & Advice

Essential Wealth Management Service, Chartered Financial Advice, Your Financial Book
“Essential Wealth Management is a trading style of Essential Wealth Management and Advice Ltd, registered in England Number 04020006. Registered Office: 1-2 Great Farm Barns, West Woodhay Newbury, Berkshire, RG20 0BP. Essential Wealth Management and A...”
Unit 1-2/Great Farm Barns, Newbury RG20 0BP
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Simon Tang Wealth Management

Simon Tang Wealth Management

“Simon Tang Wealth Management was established by Simon Tang, a Chartered Financial Planner with over 25 years' experience working with individuals and small business owners. Originally employed by a bank and then a national firm of IFAs, Simon wanted ...”
Offers Financing Options
25+ Years Experience
Montague Court, 21-25 London Rd, Newbury RG14 1JL
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Maspero Associates Wealth Management

Maspero Associates Wealth Management

“Welcome to Maspero Associates Wealth Management Ltd At Maspero Associates Wealth Management, we provide bespoke wealth management advice to private and corporate clients across London and the South of England.”
Montague Court, 21-25 London Rd, Newbury RG14 1JL
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Martin Keyte Financial Planning

Martin Keyte Financial Planning

“Martin Keyte Financial Planning is a trading name of Martin Keyte Financial Planning Ltd. Martin Keyte Financial Planning Ltd is registered in England and Wales, Number 05747496. Registered Office: c/o Lawrence Young Ltd, Hart House, Priestley Road, ...”
Montague Court, 21-25 London Rd, Newbury RG14 1JL
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Hames Associates Wealth Management

Hames Associates Wealth Management

“We specialise in providing high quality advice on many aspects of wealth management, working with you to help you achieve your financial goals.”
Montague Court, St. James's Place Wealth Management, 21-25 London Rd, Newbury RG14 1JL
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The Graham Harms Practice

The Graham Harms Practice

“The Graham Harms Practice is a trading name of G & J Harms Ltd. G & J Harms Ltd is registered in England and Wales, Number 06535770. Registered Office: 1 Flowers Farm Cottages, Tidmarsh Road, Pangbourne, Berks, RG8 8EU.”
Montague Court, 21-25 London Rd, Newbury RG14 1JL
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Wessex Investment Management

Wessex Investment Management

1 Carnegie Rd, Newbury RG14 5DJ
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Baggerman Wealth Management

Baggerman Wealth Management

“Everyone's situation is unique, and for financial advice to be valuable, it must be based on an individual's circumstances to enable us to advise on the range of services we offer, including Investment planning, pension planning, inheritance tax plan...”
5 W Mills, Newbury RG14 5LP
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Assets Accounting

Assets Accounting

(2)
Tax Investigation Insurance, Personal Tax, Specialist Sectors
“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 Newbury Area
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Richard Pearce Wealth Management

Richard Pearce Wealth Management

(4)
Protection Planning, Pension Planning, Financial Planning
“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.”
Serving Newbury Area
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Chester Rose Financial Planning - Reading

Chester Rose Financial Planning - Reading

(26)
“As ever an informative and professional meeting with Matt. He provided sound advice for my pension and cash flow and is always available by phone to answer any queries. Thank you.”
Well Cottage, Cane End, Reading RG4 9HG
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Slade Legal Solicitors Didcot

Slade Legal Solicitors Didcot

(18)
Residential Property, Wills, Probate & Inheritance Tax Planning, Divorce & Family Law
“The service we received from Slade Legal as first time buyers was amazing. Tom, our solicitor kept us informed throughout the process. At times other parties were slow to keep the process moving so Tom chased and applied pressure to ensure that thing...”
Transparent Fees & Pricing
In Business Since 2010
Serving Newbury Area
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Purley Financial Planning

Purley Financial Planning

(27)
  • Options
  • Questions
  • Mortgage
“We were delighted with the work that Kye did for us, he provided great advice and was very communicative and helpful with issues and questions we had throughout the purchase. If we move house again we will definitely get in touch with him! Thanks Kye...”
10 Menpes Rd, Reading RG31 6GF
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Financial Planning Hub

Financial Planning Hub

(13)
Business Protection, At Retirement, Pension Planning
“Simon Stannard provided exceptional advice, taking time to understand my needs and future financial ambitions. What I really liked about Simon's approach was how he took into consideration my lifestyle choices so that his advice was really personal t...”
Arlington Business Park, 1650 Waterside Dr, Theale, Reading RG7 4SA
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Frizzell Wealth Management

Frizzell Wealth Management

(27)
  • Plans
  • Pension
  • Team
“Thank you to Tom Frizzell and the team. I have been client now for a number of years and I have always appreciated regular contact and specialist advice provided. Tom Frizzell and the team have a wealth of knowledge and are our trusted financial a...”
Transparent Fees & Pricing
Serving Newbury Area
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Brimz Bookkeeping

Brimz Bookkeeping

(13)
“We've been using Brimz bookkeeping for nearly a year now and I must say what a great experience its been. We searched around for an accountant and spoke to a handful of companies before choosing Brimz Bookkeeping to be our partner. They have been ho...”
Emergency Services
9 Greyfriars Rd, Reading, GB, RG1 1NU
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Retirement Planning and Investment Management Services in Newbury Cost Estimates

Minimum cost
£1203
Maximum cost
£10216
National Average
£3606
Avg Per Hour Rates
£362
£2404
£6611
Typical price range is based on 390 cost profiles
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Average Cost £3606
Minimum cost £1203
Maximum cost £10216
Avg Per Hour Rates £362

Typical range $2404 to $6611 is based on 390 cost profiles.

Why these companies made our list

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Wealth Management Advisors near Newbury

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