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Featherstone Partners

(9)

Pension
Team
Investment

“Great business, as they have offered me valued advice regarding my pension and investments, carefully taking into consideration my personal requirements.”

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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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Point to Point Financial Management

(9)

Information
Happy

“We found Point to Point to be excellent throughout providing us with reassurance with our finances for today and tomorrow. Knowing we are in safe hands has meant we can relax and enjoy life. 100% recommend a chat with Pete or one of the team, no matt...”

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Richard Pearce Wealth Management

(4)

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 Positive Professionalism”

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J Finance

(50)

Advice
Remortgage
Informative

“As first time buyers we had very little understanding of how to go about applying for a mortgage. Our Adviser Marcin Gajczyk was so helpful in cutting through all of the formalities and helping us to decide which mortgage would be best for us. The pr...”

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Bluesky Chartered Financial Planners

(44)

Options
Financial Advice
Sound

“Bluesky has really helped me to stop worrying about whether I will have enough money to retire. They helped my wife and I work through our monthly spending requirements post retirement and then we were able to model how much we needed to put into our...”

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All Aspects Financial

(28)

Estate Planning, Optimise, Investments and Wealth Management

“Working with Michael has been invaluable to us as a family and has had such a positive impact on our financial situation. He is highly knowledgeable, professional and efficient. Using his financial review service, allowed us to gain an in-depth insi...”

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Purley Financial Planning

(38)

First Time Buyers
Understand
Call of Duty

“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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Templegate Financial Planning

(20)

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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Assets Accounting

(19)

Company
Finance
Team

“I have used Assets for twenty years having received the best possible advice and service. The staff are helpful, knowledgeable and always willing to go the extra mile and ensure the continued financial health my business.”

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Essential Wealth Management & Advice

(18)

Your Financial Book, Chartered and Independent Financial Advice

“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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Frizzell Wealth Management

(27)

Investment
Family
Mortgage Advisor

“Sanal Sundaresan , our mortgage advisor for more than 2 and half years, provided and excellent service arranging our mortgage as first time buyers, than remortgaged and also our first BTL house. He is non stop proactive, efficient and experienced ...”

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Waverley Financial Services, Chartered Financial Planners

(29)

Patient
Questions
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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Goddard & Co

(20)

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

(20)

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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Weystone Financial

(15)

Advice
Professional
Insurance

“I had the pleasure of working with Ash, John & Holley from Weystone Financial. I received 5* customer service from all three. Professional, knowledgeable, and will always respond to you efficiently. I continue to recommend these guys over and over ag...”

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Money Principles Limited

(17)

Mortgage Advice, Pensions & Retirements, Financial Planning

“Fraser was incredibly helpful in setting up my mortgage as a first-time buyer. He helped explain everything to me at every stage and when above and beyond giving me advise when it was definitely beyond his remit! I really can't recommend them enough.”

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RKP Wealth Management

(24)

Portfolio
Mortgages
Trust

“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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Highclere Wealth

(9)

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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Trustmark Law

(11)

Heather Bateman, Lasting Power of Attorney, Wills

“I'm extremely please with the service provided by trustmark law, they arranged my will and trust for me and the process was quick and seamless. Would definitely recommend to friends and family”

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Brimz Financials

(13)

Knowledge
Finances

“Brimz is very professional and always gives you extra advice on how to best make your finances work for you. Definitely the man to keep you in the black. Positive Professionalism”

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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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Patronus Partners

(12)

Understanding
Strategy
Organization

“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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FRP Advisory Reading

(1)

Forensic Services, Financial Advisory, Corporate Finance

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

i

Average Cost	£3010
Minimum cost	£1004
Maximum cost	£8529
Avg Per Hour Rates	£302

Best Financial Advisors in Thatcham

The highest-rated Financial Planning & Wealth Management companies out of 40 vetted & reviewed in the Thatcham area.

Featherstone Partners

Trusted Financial Solutions

Point to Point Financial Management

Richard Pearce Wealth Management

J Finance

Bluesky Chartered Financial Planners

All Aspects Financial

Purley Financial Planning

Templegate Financial Planning

Assets Accounting

Essential Wealth Management & Advice

Frizzell Wealth Management

Waverley Financial Services, Chartered Financial Planners

Goddard & Co

Slade Legal Solicitors Didcot

Weystone Financial

Money Principles Limited

RKP Wealth Management

Highclere Wealth

Trustmark Law

Brimz Financials

Close Brothers Invoice Finance

Patronus Partners

FRP Advisory Reading

Retirement Planning and Investment Management Services in Thatcham Cost Estimates

Why these companies made our list

Wealth Management Advisors near Thatcham

Popular in Thatcham