Best Financial Advisors in Wokingham

“We "found" Ray some years ago after many poor financial advisers had left our affairs in a mess. Over time he has sorted everything out, explaining what should be kept and what changed, so that we know exactly what we have and what we may need. We h...”

“Really pleased with our retirement planning which has taken place with Matt, really thorough and made the process really simple and easy to understand. I'm really pleased that he was recommended to me and I have also passed his details onto others!”

“Rob and his team at Accountwise are very knowledgeable and take the time to really nurture their clients to ensure they really understand their financial information.”

“Paul was great, really honest and helpful at a time when people need decent advice in life!”

“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...”

“Thameside Associates is a trading name of Thameside Mortgage & Protection Ltd which is an Appointed Representative of Stonebridge Mortgage Solutions Ltd, which is authorised and regulated by the Financial Conduct Authority. Registered Office: Unit F3...”

“Never fear - Financial Coaching is here😃 we can help you find your way through the maze, work out what fits with what you want to achieve, then you can set it up and get on with your life. Sound good? Give me a call and let's get it sorted.”

“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...”

“Berkshire IFA Limited is registered in England & Wales under number 11248066. Registered Office at Albany House, 14 Shute End, Wokingham, Berkshire, RG40 1BJ. FCA Number 826120, email: [emailprotected], telephone:”

“Wilson Partners has assisted me in personal tax matters and done accounting, taxation, regulatory filings and advice relative to my business activities for over a decade. They are excellent, thorough and care about me and my various business ventures...”

“I have used Delaunay's services recently and have found them very helpful. Professional, knowledgeable and really looking after my interests.”

“I find that the advice given has proved sound over the last 5 years despite a lot of unknowns we have had to to deal with. I have been treated sensitively, respectfully and professionally.”

“On two separate occasions Stuart and Katie have been on hand to deal with firstly our stair casing mortgage and then follow up mortgage for another property. Stuart is very professional and breaks things down for us to easily understand. Their result...”

“Having worked with various accountants in the past I came to Andrew and Assets Accounting for the completion of recent my tax return. Needless to say Andrew was helpful 'over and above' my expectations providing advice and support in a calm and cons...”

“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, ...”

“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 ...”

“Having just successfully transferred my pension from my previous provider using William Cox of Littlewick Wealth Management Ltd I wanted to share my experience of working with Will to achieve this end. At my first meeting with Will I was impressed by...”

“Toby and Tammy from Nightingales Wealth Management have provided an exceptional service with our remortgage. Finding us a deal that satisfied all of our requests and assisted throughout the process even after completion. I highly recommend.”

“I have worked with several Financial Consultants in the past, however I have never received a service that even comes close to the one received from RBS. Mark Spurling is excellent! His knowledge, experience and expertise is outstanding, can't recomm...”