View Profile

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...”

i

View Profile

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...”

i

View Profile

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...”

i

View Profile

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 ...”

i

View Profile

PSR Financial Services

(1)

“Excellent. Extremely knowledgeable and supportive throughout whole process. Would definitely recommend.”

i

View Profile

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...”

Featured

We are really excited to share that our first shopfront office in Old Windsor is now open for business í ¼í¿¢í ¼í¾nnIt 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 í ¾í·°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 ânnWe 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!

i

View Profile

Wilmott Turner Financial Services Limited

Help With IVA, IVA Living Expenses Guide, Help With Applying For IVA

i

View Profile

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...”

i

View Profile

Smith Pearman & Associates

i

View Profile

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.”

i

View Profile

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...”

i

View Profile

Accountwise

(4)

Financial Coaching, Accountancy Compliance, Tax Planning and Advice

“I have used Accountwise for almost 2 years now. They are very professional and responsive to any needs we have for our small business. They have guided us through various important phases as we have grown and gave clear and precise training on the ac...”

i

View Profile

Sublime Accounting - Small Business Accounting

(4)

Advisory Services, Valuations, Corporate Tax

“Amethyst Kitchens is a new business and although we had a lot of experience in the kitchen industry we didn't have an accountant / accountancy service in mind. Sublime was highly recommended to us and after our first face to face meeting with Wes we ...”

i

View Profile

Pyrford Financial Planning

(2)

“Pyrford Financial Planning have brought focus to our financial planning and retirement needs, support and guidance on getting the most from our incomes, tax position and how we achieve the future we are looking for. A great, consultative and unbias...”

i

View Profile

Creative Lifestyle Planning

(10)

Pension
Financial Advice

“I always thought I could look after my own financial affairs but with the changes in pension rules over the years and the complexity this created with my portfolio I needed to get help from a financial advisor. I was concerned that I would not get va...”

i

View Profile

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!”

i

View Profile

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.”

i

View Profile

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.”

i

View Profile

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...”

i

View Profile

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.”

i

View Profile

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.”

i

View Profile

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******”

i

View Profile

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.”

i

View Profile

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...”

i

Average Cost	£3580
Minimum cost	£1194
Maximum cost	£10143
Avg Per Hour Rates	£360

Best Financial Advisors in Windsor

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

Giles Warren Financial

Advies Private Clients

Woodward Financials

Century Law Limited T/As Century Financial Planning

PSR Financial Services

Bryant Hall Todd Wealth Management

Wilmott Turner Financial Services Limited

Bright Blue Wealth

Smith Pearman & Associates

Resolve Financial Solutions

Advantax Accountants

Accountwise

Sublime Accounting - Small Business Accounting

Pyrford Financial Planning

Creative Lifestyle Planning

Greenacre Financial Services

Oasis Accountants Limited

Asmat & Co | Slough |

Xplus London - South London Accountants

Zinga Financial Services

Financial Partnership

Biz Accounting

Alexander James Mortgage Services

Hazelwood Financial Services

Retirement Planning and Investment Management Services in Windsor Cost Estimates

Why these companies made our list

Wealth Management Advisors near Windsor

Popular in Windsor