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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

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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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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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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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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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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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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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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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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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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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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...”

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Financial Planning Hub

(14)

Investments, General, Business Protection

“Simon was recommended to us by a friend, and since then has given us a lot of valuable help. He took a lot of trouble to help us with financial planning, particularly because my husband needed to invest his pension. He explains very clearly, and is...”

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The Mortgage Hut - Basingstoke

(3)

“Excellent”

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Fortem Financial Management

(17)

Students
Communication
Sound

“As a client I have been very impressed with this company and would highly recommend them to anyone. A great mix of professional but also friendly and relatable. They really take the time to explain what is going on so you actually understand. They ar...”

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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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Hendred Financial Partners

(15)

Number
Proactive
Questions

“Nigel Helen has been my financial advisor for a number of years. He has put in place an excellent pensions strategy which matched exactly my needs. He is on top of its performance and proactively suggests alternative investment fund options which h...”

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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

J Finance

Bluesky Chartered Financial Planners

All Aspects Financial

Purley Financial Planning

Templegate Financial Planning

Essential Wealth Management & Advice

Frizzell Wealth Management

Waverley Financial Services, Chartered Financial Planners

Slade Legal Solicitors Didcot

Goddard & Co

Money Principles Limited

Weystone Financial

RKP Wealth Management

Trustmark Law

Highclere Wealth

Patronus Partners

FRP Advisory Reading

Financial Planning Hub

The Mortgage Hut - Basingstoke

Fortem Financial Management

Assets Financial Services

Hendred Financial Partners

Retirement Planning and Investment Management Services in Thatcham Cost Estimates

Why these companies made our list

Wealth Management Advisors near Thatcham

Popular in Thatcham