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...”

“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.”

“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 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...”

“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....”

“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!”

“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”

“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!”

“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...”

“I am a family law expert. I have had numerous clients use the services of Astus Financial Planning Limited with great satisfaction. They are so approachable with any queries and provide sensible practical advice to those facing difficult circumstance...”