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Best Financial Advisors in Reading

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

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Unavida Wealth Management

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 ...”
4 Beech Ct, Wokingham Rd, Hurst, Reading RG10 0RQ
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Purley Financial Planning

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.”
10 Menpes Rd, Reading RG31 6GF
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Wills Tax and Trusts

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...”
In Business Since 2014
4 Beech Ct, Wokingham Rd, Hurst, Reading RG10 0RQ
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Assets Accounting

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...”
In Business Since 2003
Transparent Fees & Pricing
Chiltern Chambers, 37 St Peter's Ave, Reading RG4 7DH
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Money Principles Limited

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...”
Family Business
West End House, Tutts Clump, Reading RG7 6JU
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RKP Wealth Management

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...”
Lower Earley, Earley, Reading RG6 5SY
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How important is tax in financial planning? Tax planning shouldn’t be considered only at the end of the tax year – it’s something that should be built into your wider financial plan. The first step is to talk to a financial adviser and discuss your long-term goals and aspirations. We can guide you in how to achieve your objectives and make the best use of tax reliefs and allowances.

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Patronus Partners

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...”
In Business Since 2014
1650 Arlington Business Park, Waterside Dr, Theale, Reading RG7 4SA
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FRP Advisory Reading

FRP Advisory Reading

(1)
Corporate Finance, Forensic Services, Financial Advisory
“The best and only corporate finance house in town...”
In Business Since 2010
Coupons & Offers
7th Floor, Abbey Gardens, 4 Abbey St, Reading RG1 3BA
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Financial Planning Hub

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...”
Merlin House, Brunel Rd, Theale, Reading RG7 4AB
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Specialist Accounting Solutions

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...”
The Blade, Abbey Square, Reading RG1 3BE
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Fairway Financial Planning

Fairway Financial Planning

(1)
“Fantastic advice and customer service. Truly felt comfortable throughout the whole experience and would highly recommend these guys”
30+ Years Experience
Family Business
8 Cambrian Way, Calcot, Reading RG31 7DD
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Assets Financial Services

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”
Transparent Fees & Pricing
Chiltern Chambers, St Peter's Ave, Reading RG4 7DH
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Hendred Financial Partners

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...”
3 High St, Goring, Reading RG8 9AT
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Robertsons & Crawford

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...”
59 Castle St, Reading RG1 7SN
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Sky Blue Financial Planners

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...”
30+ Years Experience
178-180 Oxford Rd, Reading RG1 7PL
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Geoffrey Cole & Co

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. ...”
Transparent Fees & Pricing
4 Reading Rd, Pangbourne, Reading RG8 7LY
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Paula Bicknell Wealth Management

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.”
15 Laniver Cl, Earley, Reading RG6 5UD
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Goodall-Smith Wealth Management

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...”
2a High St, Twyford, Reading RG10 9AE
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Berkshire Financial Consultancy

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...”
Office C9, Acre Business Park, Acre Rd, Reading RG2 0SA
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Box Financial Planning - Independent Financial Advisor

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...”
Free Initial Consultation
60B, Henver House, 60 Wood Ln, Sonning Common, Reading RG4 9SL
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Fox Payne Associates

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...”
In Business Since 2007
10 Bridge St, Reading RG4 8AA
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Quercus

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.”
5, The Lakes Business Park, Moulden Way, Sulhamstead, Reading RG7 4GB
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Barrett Wealth

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...”
Offers Financing Options
19 Reading Rd, Pangbourne, Reading RG8 7LR
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Warren Financial Solutions

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.”
18 -20 W End Rd, Mortimer Common, Reading RG7 3TF
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Retirement Planning and Investment Management Services in Reading Cost Estimates

Minimum cost
£1245
Maximum cost
£10572
National Average
£3731
Avg Per Hour Rates
£375
£2488
£6841
Fair price range is based on 272 cost profiles
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Average Cost £3731
Minimum cost £1245
Maximum cost £10572
Avg Per Hour Rates £375

Fair range $2488 to $6841 is based on 272 cost profiles.

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Wealth Management Advisors near Reading

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