Best Financial Advisors in Reading
Handpicked from 33 vetted & reviewed Financial Planning & Wealth Management firms in the Reading area, discover the top 5 elite providers among the selected group of 24 finalists.
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International, Accounting, Specialist Sectors
“Having worked with various accountants in the past I came to Andrew and Assets Accounting for the completion of recent my tax return.
Needless to say Andrew was helpful 'over and above' my expectations providing advice and support in a calm and cons...”
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Bluesky Chartered Financial Planners
- Pensions
- Modelling
- Future
“I have been a client since 2013 and have received excellent advice on my pension and my financial affairs - even managed to allow me to increase one of my pensions - you can rely on sound advice.”
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Chester Rose Financial Planning - Reading
“Matt is such a great support to me. He takes care of everything so I know that my pension etc are under control and so I don't need to worry. He explains everything clearly in our review meetings and acts very quickly when any action or transaction i...”
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Unavida Wealth Management
Investment Planning, Wealth Acceleration For Business Owners, Wealth Planning
“I have been dealing with Ray Best and his team for many years now. The best thing about Ray is that he cuts through all the waffle and tells you how it is. He will listen to your needs and then offer expert tailored advice. I have used Ray for advi...”
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Purley Financial Planning
- Mortgage
- Understand
- Options
“Kye punter has been a complete professional in all areas of advice given as a financial advisor. He helped me sort through pensions which would work best for me after a long and messy divorce. Whenever there were any issues he dealt with them quickly...”
Qualification Criteria for best of Winners
Minimum Overall Score
97 (100)
Minimum Reputation Rank
99.2 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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Financial Planning Hub
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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Wills Tax and Trusts
- Team
- Financial Advice
- Sound
“They have helped me through the complexities of inheritance tax planning with multiple properties and investments, with probate and with building the value of my investments through the COVID crisis. Wills Tax and Trusts are always responsive and pro...”
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RKP Wealth Management
- Confidence
- Investment
- Options
“Hetal Patel doesn't just help her clients; she cares deeply too! This is an aspect of service that rarely surfaces these days in the fast-paced financial industry; and I for one feel so grateful for such genuine support. I know that my investments ar...”
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Goodall-Smith Wealth Management
- Knowledge
“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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Fairway Financial Planning
“Fantastic advice and customer service. Truly felt comfortable throughout the whole experience and would highly recommend these guys”
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Sky Blue Financial Planners
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
“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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Benedict Charles Financial Planning
“Rob is a good guy. Recommended”
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Alexander Rowan Llp
“The world of financial planning can be daunting and overwhelming at times, but Mark's pragmatic and measured approach provides his clients a clear road map for their financial future. Every decision is made together, with every question of mine answe...”
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Reading Financial Adviser - Aron Gunningham
“The challenges for trustees can be varied and complex, so in order to carry out your duties effectively it is likely that you will require professional advice to support you. You need to be aware of the legislation, changes to it and how to comply wi...”
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Geoffrey Cole & Co
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
- Pension
- Insurances
“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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Box Financial Planning - Independent Financial Advisor
“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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Berkshire Financial Consultancy
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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Fox Payne Associates
“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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Mkelly Business Consulting
“My small Physiotherapy and Pilates business has been gradually growing over the past year but I really felt out of my depth when it came to the finances. Mitali made me feel at ease immediately. She is patient, extremely knowledgeable and really took...”
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Barrett Wealth
“I have recently dealt with Oliver to discuss investment advice. I have been very impressed with his knowledge and help so far. This is the first time i have received financial advice and Oliver has gone above and beyond my expectations. Would highly ...”
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Financial Aspects
“Had an initial review of my financial predicament and Garry offered sound advice after discussing with me my appetite for risk and circumstances. A very polite and knowledgeable gentlemen who was happy to visit my home at my convenience.”
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Belbury Financial Planning
“I have dealt with this company for at least the last 25 yrs, my private pension being invested and looked after by them. I have to say I am more than pleased with the level of advice I was given particularly in the early days when it's important to m...”
Retirement Planning and Investment Management Services in Reading Cost Estimates
Why these companies made our list
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