Best Financial Advisors in Wokingham

“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...”

“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...”

“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...”

“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...”

“I use Accountwise for my business and find them extremely helpful and efficient. They are always available to answer any of my questions.”

“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.”

“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...”

“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,...”

“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...”

“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...”

“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...”

“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 .”

“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....”

“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.”

“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!”

“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...”

“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”

“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...”

“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.”

“I have used this company to arrange two mortgages now, and both times the experience was great - friendly, timely comminication and a great knowledge of the market. I would recommend them!”

“We are delighted with the service we have received. The team are both friendly and really approachable and always on hand to answer any queries no matter how small. We would highly recommend their services to others.”