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

Find the best FCA regulated financial advisers in Windsor. Get expert help near you with pensions, investments, retirement planning and more
Windsor, Windsor And Maidenhead, South East England
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Count Finance

Count Finance

Windsor
Initial consultation free
FCA verified
Restricted
UK’s first fully automated financial adviser. Get a personalised plan in minutes. No minimum wealth. No jargon. No pressure. Clear steps to help you save, invest, and move forward with confidence.
Clients
helped
2678
Minimum
wealth
£0+
Meet the team
Laura Cornely
Karl Townsend
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Tindle Wealth Management Ltd

Tindle Wealth Management Ltd

Slough
Initial consultation free
FCA verified
Restricted
As an independently owned and specialised firm, we offer institutional quality financial advice and investment management, tailored to the individuals and families that we serve.
Clients
helped
37
Minimum
wealth
£500k+
Meet the team
Julius Morgan-Giles
Scott Tindle
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Titan Wealth Planning Ltd

Titan Wealth Planning Ltd

Slough
Initial consultation free
FCA verified
Independent
AHR Private Clients is a UK High & Ultra High Net Worth provider of Independent Financial Advice within the UK offering a clear and focused proposition for the benefit of our clients retaining their interests at the heart of everything we do.
Clients
helped
1044
Minimum
wealth
£250k+
Meet the team
L
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Fidelius Ltd

Fidelius Ltd

Eton
Initial consultation free
FCA verified
Independent
Our clients often come to us at some of the most important stages of their lives or their business journeys. They want to work with people who take the time to understand them and their needs and plan their future together. They get that from Fidelius.
Clients
helped
163
Minimum
wealth
£100k+
Meet the team
Rachel Henley
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
Virtus Financial Planning Limited

Virtus Financial Planning Limited

Windsor
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
196
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
Steve Dixon at AFH Wealth Management

Steve Dixon at AFH Wealth Management

Windsor
Initial consultation free
FCA verified
Independent
Your first meeting’s costs are covered by your adviser. We can meet in person or online. We offer specialist advice on pensions investments and protection.
Clients
helped
314
Minimum
wealth
£250k+
Meet the team
Steve Dixon
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Stockbroking services
The Private Office

The Private Office

Slough
Initial consultation free
FCA verified
Independent
Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.
Clients
helped
41996
Minimum
wealth
£150k+
Meet the team
Julian Frere
Nadia Fewlass-Jones
Abby Ivison
Abigail Banks
Alex Hatfield
+37
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
City Asset Management

City Asset Management

Old Windsor
Initial consultation free
FCA verified
Independent
Delivering bespoke investment solutions for high net worth individuals across a diverse range of strategies.
Clients
helped
Recently added
Minimum
wealth
£250k+
Meet the team
Tom Waters
Can help with
Financial planning
Investments
Tax & trust planning
Savings
Create Wealth Management Ltd

Create Wealth Management Ltd

Slough
Initial consultation free
FCA verified
Independent
Chartered Financial Planners providing advice to clients seeking to make well considered and planned, good decisions with their personal finances.
Clients
helped
67
Minimum
wealth
£250k+
Meet the team
Stephen Ng
Peter Davies
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Bampton Independent Financial Services

Bampton Independent Financial Services

Windsor
Initial consultation free
FCA verified
Independent
I would welcome the opportunity to meet with you to explain how our proposition might match with your expectations.
Clients
helped
212
Minimum
wealth
£100k+
Meet the team
Paul Bampton
Paul Bampton
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
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Frequently Asked Questions about Financial Advisers in Windsor