Best Financial Advisors in Newbury

The highest-rated Financial Planning & Wealth Management companies out of 65 vetted & reviewed in the Newbury area.

J Finance

J Finance

(50)
  • Informative
  • House
  • First Time Buyers
“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.”
6A London Rd, Newbury RG14 1JX
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All Aspects Financial

All Aspects Financial

(28)
Tax Planning, Pension Planning, Retirement Planning and Pensions
“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”
Hanover House, Bishop's Green, Newbury RG20 4HT, Newbury RG20 4HT
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Essential Wealth Management & Advice

Essential Wealth Management & Advice

(18)
Chartered and Independent Financial Advice, Your Financial Book
“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.”
Unit 1-2/Great Farm Barns, Newbury RG20 0BP
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Highclere Wealth

Highclere Wealth

(9)
Growth, Premium, Family Office
“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...”
In Business Since 2020
7 Lower Woodspeen Court, Newbury RG20 8BL
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Douglas Hope Financial Management

Douglas Hope Financial Management

(2)
“amazing service, certainly helped me get the best from the money i had.. thank you Positive Professionalism”
2, Toomers Wharf, Canal Walk, Newbury RG14 1DY
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Barry Fleming & Partners

Barry Fleming & Partners

Lower Woodspeen Court, Lambourn Rd, Woodspeen, Newbury RG20 8BL
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Chester Rose

Chester Rose

“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”
In Business Since 2020
53 Bartholomew St, Newbury RG14 5QA
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Berkshire IFA Limited - Newbury

Berkshire IFA Limited - Newbury

In Business Since 2018
Office 12, Regus, 20 Oxford St, Newbury RG14 1JB
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Wessex Investment Management

Wessex Investment Management

1 Carnegie Rd, Newbury RG14 5DJ
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Andrew Street Wealth Management

Andrew Street Wealth Management

Offers Financing Options
2 Old Bath Rd, Newbury RG14 1QL
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Simon Tang Wealth Management

Simon Tang Wealth Management

Offers Financing Options
25+ Years Experience
Montague Court, 21-25 London Rd, Newbury RG14 1JL
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The Graham Harms Practice

The Graham Harms Practice

Montague Court, 21-25 London Rd, Newbury RG14 1JL
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Martin Keyte Financial Planning

Martin Keyte Financial Planning

Montague Court, 21-25 London Rd, Newbury RG14 1JL
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Baggerman Wealth Management

Baggerman Wealth Management

5 W Mills Yard, Newbury RG14 5LP
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Maspero Associates Wealth Management

Maspero Associates Wealth Management

Montague Court, 21-25 London Rd, Newbury RG14 1JL
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Hames Associates Wealth Management

Hames Associates Wealth Management

Montague Court, St. James's Place Wealth Management, 21-25 London Rd, Newbury RG14 1JL
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Purley Financial Planning

Purley Financial Planning

(38)
  • Call of Duty
  • Pensions
  • Questions
“Kye was very helpful at all times and answered our questions using his knowledge and expertise in the mortgage market. Thankyou Kye and it was a pleasure doing business with you. Positive Responsiveness, Quality, Professionalism”
10 Menpes Rd, Reading RG31 6GF
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Templegate Financial Planning

Templegate Financial Planning

(20)
Mortgages, Long Term Care Planning, Estate Planning
“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...”
Serving Newbury Area
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Frizzell Wealth Management

Frizzell Wealth Management

(27)
  • Mortgage Advisor
  • Plans
  • Pension
“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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Waverley Financial Services, Chartered Financial Planners

Waverley Financial Services, Chartered Financial Planners

(29)
  • Questions
  • Understand
  • Pensions
“Tim is very helpful and keeps everything simple and easy to understand. We would have no hesitation in recommending Tim and Waverley Services to anyone.”
12 Waverley Ave, Basingstoke RG21 3JN
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Slade Legal Solicitors Didcot

Slade Legal Solicitors Didcot

(20)
Residential Property, Wills, Probate & Inheritance Tax Planning, Divorce & Family Law
“This is the second time that I have had the pleasure of working with Tom at Slade Legal and both times I have been blown away at how easy he made the entire moving process. I really appreciated how proactive and hardworking Tom was throughout both ho...”
Transparent Fees & Pricing
Serving Newbury Area
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Money Principles Limited

Money Principles Limited

(17)
Pensions & Retirements, Savings & Investments, Financial Planning
“We've been so impressed by the highly professional and expert financial advice from Money Principles. Its incredibly reassuring to have our investments in such safe and capable hands, especially in volatile markets and economic uncertainty.”
Family Business
Serving Newbury Area
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Weystone Financial

Weystone Financial

(15)
  • Advice
  • Insurance
  • Professional
“John has been amazing helping us to secure our first mortgage through challenging times. He is extremely knowledgeable, professional and made the whole process easy to understand. Will certainly be using Weystone Financial again in the future and wil...”
Serving Newbury Area
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Trustmark Law

Trustmark Law

(11)
Lasting Power of Attorney, Trusts, Wills
“Brilliant service, the legal advisor who visited me, James, was very informative and helpful. He made me feel very comfortable, even though we were dealing with a sensitive subject. Would recommend. Positive Responsiveness, Quality, Professionalism,...”
Free Initial Consultation
Transparent Fees & Pricing
Serving Newbury Area
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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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