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Best Financial Advisors in Wantage

Handpicked from 57 vetted & reviewed Financial Planning & Wealth Management firms in the Wantage area, discover the top 5 standout choices among the selected group of 24 finalists.

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Point to Point Financial Management

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...”
4, East Lockinge, Wantage OX12 8QG
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415 Independent Financial Planners

415 Independent Financial Planners

9-11 Mill St, Wantage OX12 9AB
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Temple Piper Financial Planning

Temple Piper Financial Planning

(27)
  • Number
  • Business
  • Family
“Michael and his team have given us excellent service and advice. Prior to approaching Michael we had no idea about our pensions or retirement planning, we had tried unsuccessfully to find this information for ourselves, Michael took all the worry awa...”
Serving Wantage Area
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Mark Woodruff - Chartered Financial Planner

Mark Woodruff - Chartered Financial Planner

(50)
  • Family
  • Knowledge
  • Pension
“Mark is an amazing financial advisor. He is very knowledgeable and experienced. Mark helped me with my pension and is highly recommend 👍👍 Positive Responsiveness, Quality, Professionalism, Value”
Coupons & Offers
Serving Wantage Area
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Jensen Wealth Management Limited

Jensen Wealth Management Limited

(7)
  • Explanations
“We are very happy to have Chris dealing with our finances. His advice is always clear and focused on our best interests, and I would have no hesitation in recommending his services.”
Serving Wantage Area
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
96 (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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Mather & Murray Financial

Mather & Murray Financial

(50)
  • Company
  • Advice
  • Mortgage
“I needed to sort out our costly joint life cover has we were being over insured. Once again, Jack has been superb, very knowledgeable and professional and once again got us the best policy that suited our current life style, and more importantly redu...”
Free Initial Consultation
Eastcott House, 4 High St, Swindon SN1 3EP
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The Mortgage Company

The Mortgage Company

(50)
Mortgage Capacity Reports, Client Experience, Premium Service
“Julie French was fantastic help when finding me the right mortgage as a first time buyer. She was very friendly, and happy to answer all of my questions. Would highly recommend!”
104-106 Corn St, Witney OX28 6BU
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J Finance

J Finance

(50)
  • Remortgage
  • Patient
  • Team
“We were recommended J Finance and specifically Janusz, as he has helped numerous members of our family with their mortgages. My husband and I were impressed with Janusz's knowledge, professionalism and communication. Always on hand for a catch up via...”
6A London Rd, Newbury RG14 1JX
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Progress Accountants

Progress Accountants

(30)
Virtual Finance Director, Accounting, Bookkeeping
“Very happy with Progress Accountants. The transition to move our accounts over to them was quick, efficient and seamless. We are very well looked after and Lee treats us like he is our own personal account and financial advisor keeping us up to date ...”
In Business Since 2019
Remote Consultations Available
Transparent Fees & Pricing
Progress Accountants, John Eccles House, Science Park, Robert Robinson Ave, Littlemore, Oxford OX4 4GP
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Tony Pound

Tony Pound

(34)
  • Questions
  • Investment
  • Information
“My initial consultation with Tony was exactly what I was hoping for: he spent two hours chatting sensitively to me about all the elements of my financial situation and what I needed advice on. He showed great empathy as well as professionalism and ex...”
In Business Since 2022
19 Hurst St, Oxford OX4 1EZ
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NGI Franchise Funding

NGI Franchise Funding

(28)
  • Expertise
  • Business Loan
  • Business Plan
“I have just used NGI finance for our business to help fund two new ventures - they were so easy to communicate with and an absolute pleasure to deal with. So often you end up chasing people but they were good at keeping in touch and not once did I ev...”
Family Business
4 Compton Way, Witney OX28 3AB
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Frizzell Wealth Management

Frizzell Wealth Management

(27)
  • Family
  • Number
  • Team
“Thank you for your services Don Tsang! It was a pleasure to converse with you recently. Your professionalism was outstanding and appreciate all the insightful information you provided - in such clear and comprehensible speech (ie. no jargon) to clari...”
Transparent Fees & Pricing
Serving Wantage Area
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Slade Legal Solicitors Didcot

Slade Legal Solicitors Didcot

(20)
Employment Law & HR Services, Dispute Resolution, Divorce & Family Law
“The service we received from Slade Legal as first time buyers was amazing. Tom, our solicitor kept us informed throughout the process. At times other parties were slow to keep the process moving so Tom chased and applied pressure to ensure that thing...”
Transparent Fees & Pricing
Serving Wantage Area
Featured

Slade Legal recently received glowing feedback from a client whom we assisted in administering his father's estate. He commended our team for supporting him throughout. Contact Slade Legal's Private Client Team for personalised legal assistance today.

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Money Principles Limited

Money Principles Limited

(17)
Mortgage Advice, Equity Release, Financial Planning
“A family business that came highly recommended. We have used their mortgage and pension services recently and I have to say that the company principles are a very solid, expert and competent team, who always seem to go the extra mile to look after th...”
Family Business
Serving Wantage Area
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Punter Southall Aspire Oxford

Punter Southall Aspire Oxford

(11)
Legal, Employee Benefits, Retirement Services
“My girlfriend and I have just used PS Focus for our mortgage application for our first home with one of their advisers, Ed Batty. He made everything very clear and easy to understand, was very efficient and extremely helpful in dealing with the thir...”
In Business Since 1998
West Way, Botley, Oxford OX2 0JL
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Crowood Financial Solutions - IFA Swindon

Crowood Financial Solutions - IFA Swindon

(10)
Insurances, Pensions, Mortgages
“I don't often write reviews but I was so impressed with Rich Hall at Crowood Financial Solutions, that I thought he should be acknowledged for his fantastic customer service. We had a really complicated re mortgage on our house and our buy to let mor...”
Suite 18, 1st Floor, Crowood House, Gipsy Ln, Swindon SN2 8YY
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Herbert & Webster

Herbert & Webster

(9)
“Herbert and Webster have looked after our financial planning very well over the last 7 years. They provide a very personal service, which we value highly and we feel we're in good hands. Thank you for looking after us so well. Positive Responsiveness...”
Transparent Fees & Pricing
John Eccles House, Robert Robinson Ave, Littlemore, Oxford OX4 4GP
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Highclere Wealth

Highclere Wealth

(9)
Family Office, Growth, Premium
“Since using Highclere Wealth I have had good advice with clear communication and strong understanding of my personal situation. Deane has responded to my phone calls about any question no matter how small. He has given reassurance when needed and enc...”
In Business Since 2020
7 Lower Woodspeen Court, Newbury RG20 8BL
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Trustmark Law

Trustmark Law

(11)
Heather Bateman, Where to Store Wills, Wills
“I was recommended by a friend to use Trustmark Law , my concerns has always been loosing my home of £400k to care fees and IHT. Trust Mark Law have help and assisted me by reducing my liabilities. Excellent Sevice highly recommend them”
Transparent Fees & Pricing
Free Initial Consultation
Serving Wantage Area
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Close Brothers Invoice Finance

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...”
Coupons & Offers
In Business Since 1997
Offers Financing Options
Transparent Fees & Pricing
25 Bartholomew St, Newbury RG14 5LL
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Featherstone Partners

Featherstone Partners

(9)
  • Pension
  • Financial Plan
  • Investment
“I had met several local financial advisors but decided to invest through Featherstone as they are a unique firm. I like the fact that they invest alongside their clients and that they have all worked for large companies in London but prefer a more fr...”
Serving Wantage Area
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Reesrussell

Reesrussell

(3)
“As a business we started to use ReesRussell in 2012, prior to using them we had several bad experiences with local accountants. The whole team at ReesRussell have always acted professionally, they are very knowledgeable, always on hand with advice, b...”
In Business Since 2006
Free Initial Consultation
37 Market Square, Witney OX28 6RE
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Mark O'Hara Financial Limited

Mark O'Hara Financial Limited

(5)
“This is the third time that we have used Rebecca to help secure a mortgage, and we would strongly recommend her services to anyone looking for support with their finances. The support provided helped to secure competitive rates on each occasion, and ...”
58A Hadland Rd, Abingdon OX14 3YH
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Mark Barclay Wealth Management

Mark Barclay Wealth Management

(15)
  • Pension
  • Financial Adviser
“We would very happily recommend Mark to anyone wishing to invest their money for whatever result you are looking for. He is responsible and has always been honest with his recommendations. Even through the last few years, where the market has been up...”
259 Banbury Rd, Summertown, Oxford OX2 7HN
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Retirement Planning and Investment Management Services in Wantage Cost Estimates

Minimum cost
£1004
Maximum cost
£8529
National Average
£3010
Avg Per Hour Rates
£302
£2007
£5519
Fair price range is based on 372 cost profiles
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Average Cost £3010
Minimum cost £1004
Maximum cost £8529
Avg Per Hour Rates £302

Fair range $2007 to $5519 is based on 372 cost profiles.

Why these companies made our list

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Wealth Management Advisors near Wantage

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