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Best Financial Advisors in Windsor

Handpicked from 60 vetted & reviewed Financial Planning & Wealth Management firms in the Windsor area, discover the top 5 elite providers among the selected group of 24 finalists.

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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 ...”
St Stephens House, Arthur Rd, Windsor SL4 1RU
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Giles Warren Financial

Giles Warren Financial

(20)
Calculators, Newsletters, Research Links
“Giles is great. We came to him after being let down by four different mortgage advisers. Giles stuck with our case and secured us two great mortgages for sums that we didn't think were possible. He is honest and intelligent and consistent, and very g...”
35+ Years Experience
59-60 Gainsborough House, Thames Street, Windsor SL4 1TX
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Peterson James & Co.ltd

Peterson James & Co.ltd

(14)
Accounting, R&D Tax Credits, Outsourced Accounting Services
“I hadnt been the best with my fiances and the help and information Pierre .N. was able to give me was invauluable and gave me the much better position im in while looking at a mortgage. Highly reccomend with a friendly service that felt professional ...”
In Business Since 2020
Coupons & Offers
59-60 Thames St, Windsor SL4 1TX
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Advies Private Clients

Advies Private Clients

(13)
Investments, Mortgages, Protection
“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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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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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
97 (100)
Minimum Reputation Rank
98.7 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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Woodward Financials

Woodward Financials

(4)
“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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IVA Expert

IVA Expert

(1)
“I just spoke with James on the phone regarding a debt plan. I have never had such honest advice when it comes to my finances. There was no pressure selling and he advised me to talk to a charity as my best solution. Thank you for your time today it'...”
116 Springfield Rd, Slough, Windsor SL4 3PS
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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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The Ross Partnership

The Ross Partnership

(1)
“Tony Ross has provided expert financial advice to my business partners and I over the years. Always clear and concise. Thoroughly recommended.”
12 Holly Cres, Windsor SL4 5SL
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Bright Blue Wealth

Bright Blue Wealth

How We Work With You, Private Client Wealth Management
“Whether you are investing for retirement through a pension or into an investment wrapper for capital growth or income, your adviser at Bright Blue Wealth will go through the various different wrapper options available to you.”
In Business Since 2011
11 Windsor St, Chertsey KT16 8AY
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Bryant Hall Todd Wealth Management

Bryant Hall Todd Wealth Management

“Charlie has a magnificent way of taking someone through each scenario carefully and confidently, giving relatable examples along the way. He is knowledgeable and keeps up to date with the ever changing financial world. Charlie is also happy to do the...”
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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Smith Pearman & Associates

Smith Pearman & Associates

In Business Since 2019
4 Windsor Cl, Windsor Park, Alton GU34 2TW
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Wilson Partners Accounting

Wilson Partners Accounting

(29)
  • Team
  • Proactive
  • Advisor
“We have used the services of Wilson Partners for several years, beginning with initial assessment of the Company's accounting system, implementation of new accounting software, advice on the proposed acquisition of another business are a few examples...”
Remote Consultations Available
Coupons & Offers
5a Frascati Way, Maidenhead SL6 4UY
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Custodia Financial Services

Custodia Financial Services

(30)
  • Mortgage
  • Insurance
  • Questions
“I needed some help with a mortgage for my home. Viral guided me through the process along with simple forms. After he evaluated the same and my needs he compared the market and suggested the best deal for me. He organised the whole application pro...”
Serving Windsor Area
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Crystal Financial Solutions

Crystal Financial Solutions

(30)
  • Professional
  • Mortgage Broker
  • Family
“5 stars service from Crystal especially from a person like me coming from a different country Crystal advice is fundamental. Thanks to Paul and all the team.”
Serving Windsor Area
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Sfia Group

Sfia Group

(11)
Investment Planning, Mortgages, TAX Planning
“For over a decade, Adrian Keeling has made getting mortgages & remortgages a simple & straightforward process - and, often, my requirements at the time were far from simple. We've done at least a dozen now, plus updated life insurance policies. His ...”
Transparent Fees & Pricing
Free Initial Consultation
27 Moorbridge Rd, Maidenhead SL6 8LT
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SKS Business Services Limited

SKS Business Services Limited

(14)
Services, Finance, Business
“Fantastic company to work with, as my business has grown & expanded they have been with me every step of the way, offering sound, solid advice as well dealing with all my accountancy needs. I have recommended SKS to several associates who have all...”
12+ Years Experience
Transparent Fees & Pricing
3 Sheen Rd, Richmond TW9 1AD
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Roxborough Wealth Management

Roxborough Wealth Management

(22)
  • Mortgage
  • Information
  • Experience
“Stephanie was excellent throughout the whole process. I felt very well looked after, guided and supported to get what I really needed in such a short period of time. When I decided to change my house, I didn't know where to start. Such an overwhel...”
In Business Since 2012
Serving Windsor Area
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Highwood Financial Services

Highwood Financial Services

(2)
Financial Planning, Retirement Planning, Wealth Management
“John has been my Financial Adviser for some 25 years and has helped me through all of that period to plan and manage my finances. I know that he has my best interests at heart and has given me honest, practical advice whenever I have needed it. He is...”
30+ Years Experience
Transparent Fees & Pricing
Victoria House, 45-47 Vicarage Rd, Watford WD18 0DE
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Delaunay Wealth Management

Delaunay Wealth Management

(4)
“Delaunay Wealth came highly recommended via a member of our family. Since placing our investments with Delaunay Wealth we are pleased to note that, despite current market conditions we have still seen profits this year to date. We would (and do) reco...”
In Business Since 2012
Transparent Fees & Pricing
Optichrome House, 98-102 Maybury Rd, Woking GU21 5HX
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Bespoke Independent Financial Advisers Limited

Bespoke Independent Financial Advisers Limited

(4)
Financial Planning, Investements & Savings, Protection
“I had worked for many years with an International Corporation and in my last years was becoming disappointed with changes being implemented to the Pension scheme of which I had been a member since the late 1980's. The company were implementing a new ...”
20+ Years Experience
Dorna House Two, Guildford Rd, West End, Woking GU24 9PW
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Milton Independent Financial Advisors

Milton Independent Financial Advisors

(3)
Mortgages, Equity Release, Pensions
“Stuart and Katie were outstanding during the mortgage application that they managed for us. They were both professional and personable and kept informed every step of the way. They even went over and above to deal with additional queries that we had ...”
Venture House, 2 Arlington Square, Downshire Way, Bracknell RG12 1WA
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Frog Wealth Management

Frog Wealth Management

(1)
Professional Trustees, Document Storage, Pre-Paid Funeral Plan
“My thanks must go to Dani who helped me sort out a new Will, I was never rushed, there was always someone on the staff to advise me if I had a query, Dani even went out of her way to pick-up my paperwork and to advise me, but always made sure I had w...”
86A High St, Rickmansworth WD3 1AQ
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Contabil Roman Hounslow - Phoenix Tax Accountancy

Contabil Roman Hounslow - Phoenix Tax Accountancy

(1)
Accounts, Wealth Management, Corporate Tax
“Very happy with the services provided by Gabriela and her team. They are very professional and understood my needs. I highly recommend them for any tax return and company accounts, payroll and company tax return.”
Free Initial Consultation
Serving Windsor Area
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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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