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Best Financial Advisors in Wokingham

Handpicked from 66 vetted & reviewed Financial Planning & Wealth Management firms in the Wokingham area, discover the top 5 standout choices among the selected group of 24 finalists.

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Creative Lifestyle Planning

Creative Lifestyle Planning

(10)
  • Pension
  • Financial Advice
“Matt and the team at Creative Lifestyle Planning certainly have their clients interests at heart and give clear, concise guidance and advice. This is very reassuring particularly when my wife and myself are nearing retirement. I would not hesitate...”
Albany House, 14 Shute End, Wokingham RG40 1BJ
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Accountwise

Accountwise

(4)
Managing Your Wealth, Tax Planning and Advice, Accountancy Compliance
“I use Accountwise for my business and find them extremely helpful and efficient. They are always available to answer any of my questions.”
Remote Consultations Available
Innovation House, Molly Millars Cl, Wokingham RG41 2RX
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Premier Financial Services

Premier Financial Services

(50)
  • Professional
  • Knowledge
  • Property
“Paul was recommended to me by my accountant many years ago, and what a great recommendation that was! Knowledgable, professional, thorough, efficient, and can explain often complex matters in very easy to understand terms - I wouldn't hesitate to rec...”
Albany House, 14 Shute End, Wokingham RG40 1BJ
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Bluesky Chartered Financial Planners

Bluesky Chartered Financial Planners

(44)
  • Confidence
  • Financial Advice
  • Modelling
“I've been using Bluesky's services for about 4 years now and have been impressed by their friendly and highly professional working style. Jeremy carefully gained an understanding of my financial matters and aspirations, and as a result, the actions h...”
20+ Years Experience
Hatch Farm, Mill Ln, Sindlesham, Wokingham RG41 5DF
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Unavida Wealth Management

Unavida Wealth Management

(25)
Business Owners, Individuals
“Understanding the 'minefield' of financial management , with all of the legalities and thresholds is not easy for those who have spent their working lives in other industries. The comfort of having an Expert to guide you through all of the complexiti...”
4 Beech Ct, Wokingham Rd, Hurst, Reading RG10 0RQ
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
97 (100)
Minimum Reputation Rank
98.8 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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Wills Tax and Trusts

Wills Tax and Trusts

(21)
Trust Registration, LPA, Tax Planning
“They have helped me through the complexities of inheritance tax planning with multiple properties and investments, with probate and with building the value of my investments through the COVID crisis. Wills Tax and Trusts are always responsive and pro...”
In Business Since 2014
4 Beech Ct, Wokingham Rd, Hurst, Reading RG10 0RQ
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Hobbs Granger Roitt

Hobbs Granger Roitt

(6)
Specialist & Advisory Services, Business Support Services, Accounts Services
“I have used Graham Hobbs for my accounts for many years, I started as a sole trader and he has helped me transition to a company. I have always found him to be very helpful and knowledgeable. Highly recommended.”
Millers Brook, 8G, Molly Millars Ln, Wokingham RG41 2AD
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Employee Benefits Partnership

Employee Benefits Partnership

“Employee Benefits Partnership Limited is Authorised and Regulated by the Financial Conduct Authority. EBP Financial Planning is a trading name of Employee Benefits Partnership Limited. Registered Office: Unit 8, Millars Brook, Molly Millars Lane, W...”
In Business Since 2012
Unit 8, Millars Brook, Molly Millars Ln, Wokingham RG41 2AD
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Rice Associates

Rice Associates

Growing Overseas, Setting up in the UK, Starting A Business
“The merger also brings greater opportunities to our established team of employees, who will remain and be based in both the Ascot and Fleet offices. Kirk Rice is committed to continued learning and development and is an accredited Investor in People,...”
4 Market Pl, Wokingham RG40 1AL
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Thameside Associates

Thameside Associates

“If you are experiencing financial difficulty and struggling to make repayments, then you can contact your lender who may be able to help taking account of your individual circumstances. You may want to contact one of the free impartial money guidance...”
8 Mayfields, Sindlesham, Wokingham RG41 5BY
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Serenity Lifestyle Planning

Serenity Lifestyle Planning

“You may be trying to talk with his Financial Adviser about it but don't really get what he's going on about or maybe he used to do it all himself so you're playing detective to try and get a handle on what arrangements he had in place. Either way, it...”
In Business Since 2012
20 Broad St, Wokingham RG40 1AH
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Spend Time

Spend Time

“Spend Time was born out of the desire to be different. For too long, financial advice has, as you might expect, focused on money, on investment returns, on moving money from one place to another. We believe that money is simply a means to an end, and...”
In Business Since 2019
The Barn, Waterloo Rd, Wokingham RG40 3BY
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IAN Hunt

IAN Hunt

“I have 37 years experience in financial services and as a financial adviser, specialises in helping my Clients reach their financial goals in life. ”
37+ Years Experience
Staverton House, 3 Easthampstead Rd, Wokingham RG40 2EH
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Equity Release Associates Richard Gee, Berkshire

Equity Release Associates Richard Gee, Berkshire

In Business Since 2019
120 William Heelas Wy, Wokingham RG40 1GS
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GQ Independent

GQ Independent

(26)
  • Trust
  • Understand
  • Family
“Rita has been our financial advisor for a number of years now and has been absolutely brilliant. She guided us through our pensions and sorted the best way out. She has also set up other financial plans for us that has made our money work ever so wel...”
30+ Years Experience
Free Initial Consultation
The Granary Hones Business Park, Waverley Ln, Farnham GU9 8BB
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Switchfoot Wealth Limited

Switchfoot Wealth Limited

(4)
“Nothing but positivity and praise for Switchfoot Wealth and Seb, whose professionalism and approach to the needs of me and family is exemplary. One of the most patient and adaptable people I have had the pleasure of meeting - can't recommend enough, ...”
147 Frimley Rd, Camberley GU15 2PS
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Asmat & Co | Slough |

Asmat & Co | Slough |

(50)
Inheritance Tax, Representative Visa, Contractors & Locum Accounts
“Best accountancy services in the area , their all stuff are fully qualified and very helpful . A special thanks for Gulraiz who always help me out when I needed him .”
Transparent Fees & Pricing
Family Business
84 High St, Berkshire, Slough SL1 1EL
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Hazelwood Financial Services

Hazelwood Financial Services

(50)
  • Email
  • The Future
  • Product
“I'm very very please with the Dave the advisor. He was highly recommended and he certainly lived up to his reputation. Was able to secure a mortgage very quickly. Friendly and reliable. No hesitation to recommend him or Hazelwood Financial Services....”
Coupons & Offers
Serving Wokingham Area
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Alexander James Mortgage Services

Alexander James Mortgage Services

(50)
Protection and Insurance, Buy to Let Mortgage, Mortgage
“I found Katie honest and sincere in wishing to help me. She was extremely professional, knowledgeable and thorough offering sound advice, guidance and encouragement. I would definitely recommend her under the representation of Alexander James Service...”
14 Chertsey Rd, Woking GU21 5AH
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Michael Usher Mortgage Services

Michael Usher Mortgage Services

(50)
  • Patient
  • Knowledge
  • The Future
“I highly recommend using Michael Usher. Jo and the team were fantastic with us from start to finish. The service was friendly and professional and we'll be using them for all our mortgage and insurance needs!”
In Business Since 2015
Family Business
Serving Wokingham Area
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Lloyds Independent Financial Services

Lloyds Independent Financial Services

(50)
  • Remortgage
  • First Time Buyer
  • Property
“Mark was a great help as we had a more 'complicated' application process with 3 people and different types of working contracts. His communication was great throughout and he was able to get us a much better deal than other brokers we contacted.”
Family Business
19 The Old Orchard, Farnham GU9 8UR
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Pennymatters

Pennymatters

(49)
Corporate Services, Mortgages, Estate Planning
“Danni is brilliant, great for original mortgage (which was particularly complicated for several reasons) and then again for remortgage. Very easy and straightforward, would recommend to anyone Positive Responsiveness, Quality, Professionalism, Value”
Building 329, Doncastle Rd, Bracknell RG12 8PE
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Money Ways UK

Money Ways UK

(50)
  • Investment
  • Future
  • Honest
“Would like to thank Michael for all his help with our mortgage, he has been very efficient, professional and knowledgeable. He is reliable and kept in touch every step of the way.”
20+ Years Experience
19 Camp Rd, North Camp, Farnborough GU14 6EN
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New Start Financial Services

New Start Financial Services

(50)
  • Insurance
  • House
  • Financing
“I would highly recommend New Start Financial Services. Stuart provides an excellent service, exploring what is needed and finds the best deal. He is thorough, approachable, professional and works on finding the best solution. Very grateful to him and...”
Licensed
New Rd, Maidenhead SL6 5LN
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Retirement Planning and Investment Management Services in Wokingham Cost Estimates

Minimum cost
£1206
Maximum cost
£10237
National Average
£3613
Avg Per Hour Rates
£363
£2409
£6624
Typical price range is based on 525 cost profiles
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Average Cost £3613
Minimum cost £1206
Maximum cost £10237
Avg Per Hour Rates £363

Typical range $2409 to $6624 is based on 525 cost profiles.

Why these companies made our list

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