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

Find the best FCA regulated financial advisers in Windsor And Maidenhead. Get expert help near you with pensions, investments, retirement planning and more
Windsor And Maidenhead
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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 Bridge Financial Planning

The Bridge Financial Planning

Maidenhead
Initial consultation free
FCA verified
Restricted
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
49
Minimum
wealth
£0+
Meet the team
Nicholas Cordingley
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Stockbroking services
Lumin Wealth

Lumin Wealth

Maidenhead
Initial consultation free
FCA verified
Independent
Lumin Wealth is an award-winning Chartered firm and amongst the top financial advisers in the UK. 3,500 families have chosen us as a trusted partner for their wealth management.
Clients
helped
484
Minimum
wealth
£150k+
Meet the team
Martin Cotter
Jon Hussey
Joe Fisher
Sara Moore
Will Harries
+3
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Portbury Wealth Management

Portbury Wealth Management

Sunninghill And Ascot
Initial consultation free
FCA verified
Restricted
Portbury Wealth Management have provided financial advice for over 9 years. We provide broad based advice, mainly to Private Clients, Company Directors, Professionals and Retired clients.
Clients
helped
Recently added
Minimum
wealth
£0+
Meet the team
Michael Bryant
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Evelyn Partners

Evelyn Partners

Waltham St Lawrence
Initial consultation free
FCA verified
Restricted
"Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
Clients
helped
1521
Minimum
wealth
£500k+
Meet the team
H
L
M
D
C
+6
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Stockbroking services
Eleo Capital

Eleo Capital

Sunningdale
Initial consultation free
FCA verified
Restricted
Eleo Capital have been providing financial advice for over 5 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.
Clients
helped
77
Minimum
wealth
£250k+
Meet the team
Stefano Del Zompo
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Business
and 3 more matches
Octopus Money

Octopus Money

Sunninghill And Ascot
Initial consultation free
FCA verified
Restricted
You’ve worked hard for your money – now make sure it’s working hard for you. Octopus Money is here to change the financial advice industry for the better. We're a certified B-corp, built on 25 years of experience and named Advice Firm of the Year 2025.
Clients
helped
123
Minimum
wealth
£250k+
Meet the team
Ashley Thomas-Walsh
E
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Warwick Road Financial Services Ltd

Warwick Road Financial Services Ltd

Cookham
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
21
Minimum
wealth
£150k+
Meet the team
Daniel McAuley
Matthew Beard
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Hassam Shaukat - Shaukat Wealth Limited

Hassam Shaukat - Shaukat Wealth Limited

Cookham
Initial consultation free
FCA verified
Restricted
We are proud to be a partner of M&G Wealth Advice. We’re qualified in financial planning and advise on a range of carefully selected products from Prudential and other providers.
Clients
helped
50
Minimum
wealth
£50k+
Meet the team
H
Can help with
Pensions & retirement
Financial planning
Insurance & protection
Savings
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
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Frequently Asked Questions about Financial Advisers in Windsor And Maidenhead