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Best Financial Advisors in Windsor

The highest-rated Financial Planning & Wealth Management companies out of 60 vetted & reviewed in the Windsor area.

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Giles Warren Financial

Giles Warren Financial

(21)
Calculators, Newsletters, Research Links
“Giles is definitely an expert in his field and has given me great advice on investments, savings and tax efficiency. I've ridden the storm with him keeping me calm during the COVID-19 major market fluctuations which have seen my investments drop bac...”
37+ Years Experience
59-60 Gainsborough House, Thames Street, Windsor SL4 1TX
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Advies Private Clients

Advies Private Clients

(17)
  • Pension
  • Portfolio
  • Sound
“I have been with Chris for many, many years now and have been really pleased with the efforts he has made over the years to enhance my Portfolio. He has always given sound advice and been professional throughout. He has taken the time to explain a...”
Claremont House, 70-72 Alma Rd, Windsor SL4 3EZ
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Woodward Financials

Woodward Financials

(4)
Wealth Management, Stockbroker Services, Employer Group Schemes
“I have been using David for a few years now, what can I say. A very nice man who cares and who in my view is streets ahead of the last two financial advisers I have used. I am now enjoying a comfortable secure retirement in some part due to his excel...”
Castle Hill House, 12 Castle Hill, Windsor SL4 1PD
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Century Law Limited T/As Century Financial Planning

Century Law Limited T/As Century Financial Planning

(2)
“The advice and help I have had from Alan at Century FP has transformed my ideas about my retirement and enabled me to fulfil some lifetime ambitions in the safe knowledge that I have sufficient income to support them. I have found them at all times ...”
In Business Since 2016
St Stephens House, Arthur Rd, Windsor SL4 1RU
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PSR Financial Services

PSR Financial Services

(1)
“Excellent. Extremely knowledgeable and supportive throughout whole process. Would definitely recommend.”
25+ Years Experience
Suite 97, 24-28 St. Leonards Rd, Windsor SL4 3BB
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Bryant Hall Todd Wealth Management

Bryant Hall Todd Wealth Management

(2)
  • Advice
“We have worked with Charlie and the team for over a year now and always find them to be exceptionally helpful and supportive. Their knowledge, advice and experience is hugely appreciated and the flexibility with which they provide customer care is...”
Family Business
42 St Luke's Rd, Old Windsor, Windsor SL4 2QQ
Featured

We are really excited to share that our first shopfront office in Old Windsor is now open for business 🏢🎉nnIt has been a big project for us and we are over the moon with the finished result which has come about after a lot of hard work and late nights 🧰nnWe are already hosting meetings and looking forward to seeing as many people as possible over the coming weeks and months. Please do pop in for a coffee if you are ever in the local area ☕nnWe have some great behind the scenes photos of the whole process that we will share soon but in the meantime we hope you enjoy the finished result!

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Wilmott Turner Financial Services Limited

Wilmott Turner Financial Services Limited

Help With IVA, IVA Living Expenses Guide, Help With Applying For IVA
In Business Since 2012
116 Springfield Rd, Windsor SL4 3PS
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Bright Blue Wealth

Bright Blue Wealth

“Bright Blue Wealth has been dedicated to overseeing clients' finances for over two decades. Our clients entrust us with £250 million of sums assured to enable their families and businesses to continue in the event of life not going to plan. Our speci...”
In Business Since 2011
11 Windsor St, Chertsey KT16 8AY
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Smith Pearman & Associates

Smith Pearman & Associates

In Business Since 2019
4 Windsor Cl, Windsor Park, Alton GU34 2TW
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Apex Accountancy

Apex Accountancy

(16)
  • Team
  • Stress
  • Forensic
“I have now been with Apex for a year and they are absolutely wonderful. Prompt response to my queries, and a very efficient service. Rohit has been incredible in explaining things so well as this was my first time with tax returns as a self-employed...”
In Business Since 2021
1st Floor, Stockley Park, Office Suite 134 , Orega Serviced Offices, 4 Longwalk Rd, Uxbridge UB11 1FE
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Advantax Accountants

Advantax Accountants

(49)
Self-Assessment, Business Startup, Internal Auditing
“I recently moved to the UK with my wife who started a small business last year. Upon renewing her visa, I found the documentation requirements for small business owners to be somewhat confusing, especially for somebody with limited accounting experie...”
12+ Years Experience
Coupons & Offers
Serving Windsor Area
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Greenacre Financial Services

Greenacre Financial Services

(50)
  • Remortgage
  • Job
  • Solicitors
“Highly recommend Karl at Greenacre! He was there for us every step along the way, always available, answering any questions and supporting us through the whole mortgage process. We have our first home thanks to him!”
Emergency Services
Transparent Fees & Pricing
Serving Windsor Area
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Oasis Accountants Limited

Oasis Accountants Limited

(50)
Business accounting, Oasis Umbrella  , Wealth Management
“Amazing Accountancy service and friendly team.Phaneendra & Ramana in no time helped me completed my filing.Strongly recommend the team.Thank you so much.”
Offers Financing Options
Free Initial Consultation
Office Gold, Building 3, 566 Chiswick Park, Chiswick High Rd., Chiswick, London W4 5YA
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Asmat & Co | Slough |

Asmat & Co | Slough |

(50)
Business Startup, Mortgage Accounts, Contractors & Locum Accounts
“One of the best accountant in the area, I am with them for last 8 years, always prompt response for every Tax questions I ask! Can't ask for more! Excellent service.”
Transparent Fees & Pricing
Family Business
84 High St, Berkshire, Slough SL1 1EL
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Resolve Financial Solutions

Resolve Financial Solutions

(50)
Financial Planning, Protection Planning, Mortgage Planning
“Jack was instrumental in the purchase of our new house and offered us sound and careful advice on our mortgage. He helpfully answered our long list of questions and referred us to other brilliant services as we needed them.”
Transparent Fees & Pricing
Serving Windsor Area
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Xplus London - South London Accountants

Xplus London - South London Accountants

(50)
Accountancy, Company Secretarial Services, Business Advisory Services
“XPlus is an outstanding accountancy firm. Their communication, support professionalism and customer care have been fantastic. I would highly recommend their services and a special thanks to the boss Abdul and his wonderful staff especially Krystal wh...”
In Business Since 2017
Free Initial Consultation
Serving Windsor Area
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Zinga Financial Services

Zinga Financial Services

(50)
Home Insurance, Investments & Pensions, Personal Protection
“I have got my Mortgage through Aditi Sinha . She is very professional and knowledgeable. Has been managing my mortgage for a long time . Will strongly recommend Aditi Sinha for mortgage advice.”
In Business Since 2021
Transparent Fees & Pricing
1st Floor, 192 High St, Uxbridge UB8 1LB
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Alexander James Mortgage Services

Alexander James Mortgage Services

(50)
Mortgage, Protection and Insurance, Buy to Let Mortgage
“Katie has been absolutely brilliant through the whole process of our mortgage. She continued to keep us updated with the market to ensure we got the best deal for us. I would highly recommend Katie to anyone looking to use a broker.”
14 Chertsey Rd, Woking GU21 5AH
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Clever Financial Services

Clever Financial Services

(50)
Who We Are, Privacy Notice
“All team are very professional,knowledgeable, fast and amazing customers service. I was impressed and reassured by clever Financial services. I am extremely happy. Thank you so much for your support.”
Serving Windsor Area
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Michael Usher Mortgage Services

Michael Usher Mortgage Services

(50)
  • Team
  • The Future
  • Knowledge
“Expert advice and always manage to find me a product to suit my requirements. They have the specialist knowledge! I've been a client for 10 years and cannot rate more highly!”
In Business Since 2015
Family Business
Serving Windsor Area
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Financial Partnership

Financial Partnership

(50)
Accounting, Company Secretarial, VAT
“They were very helpful from day one. Their replies to enquiries were very prompt and efficient. They presented the best options for difficult cases. Highly recommended.”
Vision House, 3a Dee Rd, Richmond TW9 2JN
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Hazelwood Financial Services

Hazelwood Financial Services

(50)
  • First Time Buyer
  • Product
  • The Future
“As first time buyers we were unsure what to expect from this process, but Dave was hugely supportive throughout. His knowledge and approachability helped us feel confident about what is quite a stressful part of anyone's life, and we were extremely h...”
Coupons & Offers
Serving Windsor Area
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Biz Accounting

Biz Accounting

(50)
  • Team
  • VAT
  • Tax Return
“First class accountants! Most helpful with anything and everything. Most important is that I am always able to get hold of them and talk to them! A******”
In Business Since 2013
Free Initial Consultation
Serving Windsor Area
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Pennymatters

Pennymatters

(49)
Investments, Estate Planning, Mortgages
“Kate is really superb. She is quick to respond and got our mortgage approved in quick time. She kept us updated all the time and discussed all the options available to us. I would highly recommend Pennymatters for their service”
Building 329, Doncastle Rd, Bracknell RG12 8PE
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Retirement Planning and Investment Management Services in Windsor Cost Estimates

Minimum cost
£1194
Maximum cost
£10143
National Average
£3580
Avg Per Hour Rates
£360
£2387
£6564
Fair price range is based on 480 cost profiles
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Average Cost £3580
Minimum cost £1194
Maximum cost £10143
Avg Per Hour Rates £360

Fair range $2387 to $6564 is based on 480 cost profiles.

Why these companies made our list

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Wealth Management Advisors near Windsor

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