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Featherstone Partners
- Investment
“Great business, as they have offered me valued advice regarding my pension and investments, carefully taking into consideration my personal requirements.”
Best Financial Advisors in Thatcham
The highest-rated Financial Planning & Wealth Management companies out of 40 vetted & reviewed in the Thatcham area.
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Trusted Financial Solutions
“Trusted Financial Solutions provide a whole of market independent financial advice service. From investments and mortgages to pensions and insurance, Trusted Financial Solutions can help you and your family with every aspect of personal finance.”
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Essential Wealth Management & Advice
Essential Wealth Portfolio Service, Essential Wealth Management Service, Your Financial Book
“Peaceful rural location. Friendly knowledgeable staff. Very relaxed atmosphere during consultations, even the tea & coffee are of a high standard. Have used them for many years & found advice to be sound & honest always very professional, with paperw...”
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Patronus Partners
- Company
- Wealth Management
- Investment
“Living in Berkshire I was looking for a wealth manager to help with investment management and financial advice, particularly around my pension. I like that Patronus are London based with experience of working for larger firms but also have an office ...”
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Griffins Financial Solutions
“Helpful and professional service so far. I would recommend.”
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Richard Pearce Wealth Management
Retirement Planning, Tax Planning, Protection Planning
“Richard explained everything in a clear and understandable manner
If your looking for Honest and Trustworthy advise I highly recommend Richard Pearce Wealth Management”
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Harridge Financial Services
“Cain Thomas was very professional and helpful to me as a first-time buyer. I would recommend his services”
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J Finance
- Felt
- Remortgage
- Property
“Exceptional service from Claudine! She went above and beyond to secure us life and health insurance plans with fantastic rates. Claudine's patience in addressing our numerous questions and providing thorough coverage options over multiple evenings tr...”
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Bluesky Chartered Financial Planners
- Report
- Financial Advice
- Knowledge
“Blue Sky managed our mother's investments very successfully for years. When we had to invoke Power of Attorney they helped us ensure she was well cared for and her wishes were followed throughout her life.
The team have always been very approachable...”
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All Aspects Financial
Estate Planning, Optimise, Investments and Wealth Management
“I cannot thank All Aspects Financial enough for helping me turn my financial situation around. Their advice has been lifechanging, always willing to help, go the extra mile and providing excellent service. Michael has continued to offer ongoing sup...”
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Purley Financial Planning
- Options
- Understand
- House
“Kye was amazing, he worked tirelessly from the time we contacted him, advising us through every stage of our mortgage application. He went beyond his call of duty always just an email or phone call away when we needed quick answers. We will definitel...”
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Chester Rose Financial Planning - Reading
“Tim has provided us with excellent financial advice during the past few years. He is professional, friendly and easy to deal with, as are the rest of the TIME team. I have no hesitation in recommending TIME to anyone who is seeking financial advice, ...”
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Templegate Financial Planning
Equity Release, Mortgages, Estate Planning
“I have found Mark at Templegate to be open, honest and really helpful. Mark has provided pension and ISA advice primarily although our informal discussions have included tax and wider investment choices. I'm looking forward to working with Mark over ...”
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Frizzell Wealth Management
- Number
- Family
- Plans
“I really appreciated Tom's attention to detail, responsiveness and general professionalism when considering my pension options. Such decisions have far reaching implications and Tom was both patient and balanced when offering his advice. He is backed...”
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Goddard & Co
Consultancy & Systems Advice, Taxation, Back Office Support
“Goddard & Co have made my life so much easier. They are wonderful! Being a business owner brings on challenges each day however I know I never have to worry about my accounts, taxes or ensuring I am up to date with the latest government regulations a...”
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Slade Legal Solicitors Didcot
Client Guides, Employment Law & HR Services, Commercial Law
“I have used Slade's in the past and find them a thourghly professional and friendly company , Helen has been particularly helpful and has helped enormously throughout troubled times .I would highly recommend them”
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Assets Accounting
- Team
“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.”
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RKP Wealth Management
- Confidence
- Advice
- Portfolio
“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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Weystone Financial
- Professional
“I contacted Ash for advice on income protection products.
His prompt, accurate and friendly service is very reassuring and makes him the Go-To person for honest and plain language advice.
I would highly recommend Weystone Financial to anyone consid...”
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Highclere Wealth
Growth, Family Office, Premium
“I have enjoyed a 6 year relationship with this team. Good advice and friendly service. No hesitation in recommending them in financial planning for private individuals.”
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Brimz Bookkeeping
“Professional and reliable service! I was extremely satisfied with the service and efficiency. The speed, expertise, and detailed knowledge they have are top-notch! I was so pleased that I found Brimz Bookkeeping, I would definitely recommend BrimzBoo...”
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Close Brothers Invoice Finance
“"When we initially approached them we had a turnover of £800k, this has now risen to £4.5m and we are projected to achieve £5.5m to £6m next year. None of this would have been possible without the fantastic support and flexibility we have received fr...”
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Waverley Financial Services, Chartered Financial Planners
- Pensions
“Tim has been our Advisor since 1987 and I think that says a lot about him and our financial relationship. He is always courteous, professional and puts you at ease. I can't recommend him enough.”
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It's the Money Guy
Van Insurance, Insurance, Musical Instrument Insurance
“Adam is very willing to help you make savings on anything he can for you.
Adam helped my business save money on its utility bills and also got us out of a contract that apparently we did not need to be in and could of come out of months ago.
My...”
Retirement Planning and Investment Management Services in Thatcham Cost Estimates
Minimum cost
£1004
Maximum cost
£8529
National Average
£3010
Avg Per Hour Rates
£302
£2007
£5519
Typical price range is based on
368 cost profiles
Why these companies made our list
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