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Unavida Wealth Management

(25)

Business Owners, Individuals

“I was very lucky to meet Ray about 7 years ago , he is a straight talker and understands your needs and priorities when it comes to financial and life planning. All of Ray's investment recommendations come with a sound rationale which has been fully ...”

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Purley Financial Planning

(38)

Divorce
Mortgage
Understand

“We recently moved house and Kye secured a mortgage for us. He was very friendly, professional and knowledgeable. He kept us informed every step of the way. Would definitely recommend him.”

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Wills Tax and Trusts

(21)

LEI Number Registration, Wills, LPA

“I was introduced to Ray about 10 years ago. In that time i have used Ray for tax planning, wills for my wife and I, estate planning and trusts. Ray has a sharp attention to detail and a wealth of experience. If you need someone professional, that can...”

Featured

REAL ESTATE INVESTMENT TRUSTS A Reliable Source of Inflation Linked Income. The pressure continues for global stock markets, our portfolios have held up reasonably well, however you may have noticed that you are seeing brackets on almost all REIT’s, let me explain why you should not be too concerned about this. If a unit trust is showing a negative variation of price (indicated by a bracket) then this indicates that the price/value has dropped, it only becomes a loss, if you decide to sell. An investment trust (including REIT’s) whilst it may show a negative variation of price, does not necessarily indicate a loss of value, to check the position, you need to know the net asset value of the assets and the discount to net asset value. If you sell you are not only realising a loss, but you are also relinquishing the ability to benefit from the unravelling of the discount.

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Assets Accounting

(19)

Team
Company
Finance

“We have been with Assets Accounting since 2011. Andrew has been a good friend, adviser and excellent Chartered Accountant. We are very pleased with the professionalism of the whole team. They are Approachable. Proactive and very Supportive. They ar...”

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Money Principles Limited

(17)

Financial Planning, Mortgage Advice, Pensions & Retirements

“Brilliant from start to finish. I was a first time buyer (with very little clue what to expect from the process), and Fraser made it very easy. Communication was great on email, backed up by phone calls as and when I needed them. I'll be contacting t...”

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RKP Wealth Management

(24)

Tailor
Knowledge
Mortgages

“Hatel and Minesh are two very capable and grounded people. They are extremely knowledgeable in all things financial but are able to present this in terms that actually make sense. They always put their clients individual needs first and do not give y...”

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Patronus Partners

(12)

Number
Wealth Management
Strategy

“James is a pleasure to work with. An expert wealth manager with years of experience in the asset management space, in London. Now based in West Berkshire, near Newbury; it's a perfect and convenient location for those in surrounding Oxfordshire, Wilt...”

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FRP Advisory Reading

(1)

Corporate Finance, Forensic Services, Financial Advisory

“The best and only corporate finance house in town...”

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Financial Planning Hub

(14)

Pension Planning, Investments, General

“Simon was recommended to me by a solicitor at a time when I was feeling very vulnerable. His friendly but professional manner immediately put me at ease. He gave me good advice for the planning of my retirement, taking into consideration and respecti...”

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Specialist Accounting Solutions

(7)

Team
Company

“We employed The SAS ltd team to do some advisory work for our company and they were excellent, very efficient and knowledgable. This was the first time we have been through this process, they communicated every step well, explained everything and an...”

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Hendred Financial Partners

(15)

Options
Pension
Proactive

“Nigel is not only very knowledgeable. But he is able to present his advice in a simple and easy to understand manner. He is also proactive and willing to go beyond any usual expectations. As he showed when he helped my mother with tasks beyond his...”

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Fairway Financial Planning

(1)

“Fantastic advice and customer service. Truly felt comfortable throughout the whole experience and would highly recommend these guys”

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Assets Financial Services

(1)

“Professional, very helpful and understanding, listened well to all areas, gave great advice and stress free, much appreciated. Very Highly Recommended”

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Sky Blue Financial Planners

(7)

Wealth Management, Inheritance Tax Planning*, Pensions and Retirement Plans

“I have always been so driven and focussed on ensuring I would own my own house before 30, it has always been one of my goals! Myself and my husband have been saving for almost 4 years now and have always had from friends and relatives that we're b...”

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Robertsons & Crawford

(1)

“A nice young lady called my phone at my request for advice on my pension (Not sure which office she was from). Although not the answer I was looking for. She was friendly and extremely helpful and offered warnings in my best interest of things that c...”

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Geoffrey Cole & Co

(2)

Corporation Tax, Overview, Personal Tax

“My Firm used Geoffrey Cole & Co to manage our incorporation at the end of 2013 and to undertake all of our accountancy work going forward. Geoff Cole is extremely professional and client focussed and offers far more than just an accountancy service. ...”

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Paula Bicknell Wealth Management

(9)

Pension

“Paula is a very knowledgeable financial adviser who takes a holistic approach to her work. Thoroughly professional and very clear with her recommendations.”

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Goodall-Smith Wealth Management

(7)

Knowledge
Team

“My husband and I started the process with Amy in February 2021 and we've been so pleased with the level of service and guidance we have received. We now have a structure and realistic plan in place for our future and feel so much more confident about...”

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Berkshire Financial Consultancy

(1)

Calculators, My Portfolio, Research Links

“Jason Davies has been a wonderful mortgage expert and adviser a couple of time now but very recently helping with the mortgage and life insurance. He's so insightful and helps you make decisions based on your need responding to how your thinking abou...”

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Box Financial Planning - Independent Financial Advisor

(1)

“Paul Howard was absolutely fanatastic as my Mortgage Broker. He took the time to explain everything cleary and made the whole process both easy to understand and quick complete. His communication was incredibly responsive. Paul took the stress of obt...”

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Fox Payne Associates

(2)

“Fundamentally changed my perspective and awareness on our family finances and future planning. I have found the team supportive with getting things into an order and advising a service that is personal to my situation. Thank you for your ongoing work...”

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Quercus

(1)

“Extremely knowledgeable and Quercus helped me navigate extremely complicated situations in business. I would recommend and will continue to work with Quercus in the future.”

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Barrett Wealth

(5)

Pension
Knowledge
Financial Advisor

“Really impressed with the high quality service and expertise provided by Oliver at Barrett Wealth. Like most, I was passed to Oliver after taking out a mortgage via MAB. I was sceptical at first, after all, financial planning can be confusing and I w...”

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Warren Financial Solutions

(2)

Calculators, My Portfolio, Market Data

“My elderly parents had investment advise. Moved old failing investments into safer and better investment accounts. Everything was made very clear to them so they had a good understanding.”

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Average Cost	£3731
Minimum cost	£1245
Maximum cost	£10572
Avg Per Hour Rates	£375

Best Financial Advisors in Reading

The highest-rated Financial Planning & Wealth Management companies out of 33 vetted & reviewed in the Reading area.

Unavida Wealth Management

Purley Financial Planning

Wills Tax and Trusts

Assets Accounting

Money Principles Limited

RKP Wealth Management

Patronus Partners

FRP Advisory Reading

Financial Planning Hub

Specialist Accounting Solutions

Hendred Financial Partners

Fairway Financial Planning

Assets Financial Services

Sky Blue Financial Planners

Robertsons & Crawford

Geoffrey Cole & Co

Paula Bicknell Wealth Management

Goodall-Smith Wealth Management

Berkshire Financial Consultancy

Box Financial Planning - Independent Financial Advisor

Fox Payne Associates

Quercus

Barrett Wealth

Warren Financial Solutions

Retirement Planning and Investment Management Services in Reading Cost Estimates

Why these companies made our list

Wealth Management Advisors near Reading

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