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Top 10 Independent (IFAs) & Restricted Financial Advisers in Winkfield

Find the best FCA regulated financial advisers in Winkfield. Get expert help near you with pensions, investments, retirement planning and more
Winkfield, Bracknell Forest
Virtus Financial Planning Limited

Virtus Financial Planning Limited

Winkfield
Initial consultation free
FCA verified
Restricted
Virtus Financial Planning has been providing financial advice for over 4 years. We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most.
Clients
helped
131
Minimum
wealth
£150k+
Meet the team
Simon Farrar
Charles Chambers
George Shaw
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Stockbroking services
Douglas Steers & Company

Douglas Steers & Company

Warfield
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10441
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Simeon Page
+7
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Saltus Partners LLP

Saltus Partners LLP

Sunninghill and ascot
Initial consultation free
FCA verified
Independent
Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.
Clients
helped
1045
Minimum
wealth
£250k+
Meet the team
Phil Bevan
Lawrence Brady
Megan Jenkins
Jack Munday
Michelle Midgen
+18
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Fairstone Group

Fairstone Group

Bracknell
Initial consultation free
FCA verified
Independent
Fairstone is one of the top 10 wealth management companies in the UK with more than 50 offices across the country. With a 5-star Trustpilot rating and over 500 advisers, we offer a full range of financial advice and wealth management services.
Clients
helped
15109
Minimum
wealth
£0+
Meet the team
Daniel Smith
Sarah Birch
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Impartial Financial Advice Ltd

Impartial Financial Advice Ltd

Sunninghill and ascot
Initial consultation free
FCA verified
Independent
- Usually, the best financial advice will be the most straightforward. - We favour investment & pension solutions which have low ongoing charges, to leave more for the investor. - Approved by In Partnership FRN 192638 October 2024.
Clients
helped
350
Minimum
wealth
£50k+
Meet the team
Andy Findlay
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Mortgages
Simon Jones at Continuum Financial Services LLP

Simon Jones at Continuum Financial Services LLP

Bracknell
Initial consultation free
FCA verified
Independent
My approach is to truly listen to your story, define what you want to achieve financially and help you build a strategy for success. There is no cost to our first meeting.
Clients
helped
96
Minimum
wealth
£250k+
Meet the team
Simon Jones
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Wealth Guide

Wealth Guide

Warfield
Initial consultation free
FCA verified
Independent
Awarded Financial Times Adviser Top 100 as part of the Rosemount network. Independent, FCA-regulated pension advice, helping clients review, consolidate and plan retirement income. Delivered fully remotely with simple digital tools.
Clients
helped
55
Minimum
wealth
£250k+
Meet the team
Michael Lavin
Can help with
Pensions & retirement
Carlile Alexander Private Wealth

Carlile Alexander Private Wealth

Sunninghill and ascot
Initial consultation free
FCA verified
Independent
Carlile Alexander Private Wealth is a specialist UK wealth management firm. We are dedicated to helping you achieve your financial goals. Contact us now to find out how Carlile Alexander Private Wealth can help you.
Clients
helped
287
Minimum
wealth
£100k+
Meet the team
Thomas Evans
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Warwick Road Financial Services Ltd

Warwick Road Financial Services Ltd

Sunninghill and ascot
Initial consultation free
FCA verified
Restricted
We look forward to helping you achieve your financial goals, from building long-term security and planning for retirement to protecting your family and making your money work harder through effective tax planning.
Clients
helped
14
Minimum
wealth
£150k+
Meet the team
Daniel McAuley
Matthew Beard
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Lax Capital Limited

Lax Capital Limited

Bracknell
Initial consultation free
FCA verified
Independent
We use traditional investment management philosophies with cutting edge technology when making investment decisions
Clients
helped
Recently added
Minimum
wealth
£100k+
Meet the team
Devesh Vishwakarma
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Stockbroking services
Frequently Asked Questions about Financial Advisers in Winkfield