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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
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
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
100
Minimum
wealth
£250k+
Meet the team
Owen Lewis
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
The Private Office

The Private Office

Windsor
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
39605
Minimum
wealth
£150k+
Meet the team
Steffan Alemanno
Abigail Banks
Julian Frere
Roger Clarke
Matthew Cole
+37
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
Old Royle Wealth Management Ltd

Old Royle Wealth Management Ltd

Sunninghill and ascot
Initial consultation free
FCA verified
Independent
Simply trusted, independent, unbiased financial advice. Appointed representative of a multi-award winning network. Free initial consultation across the country
Clients
helped
2863
Minimum
wealth
£150k+
Meet the team
Richard Clayton
Nikita Phillips
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 2 more matches
Vivid Financial Planning Limited

Vivid Financial Planning Limited

Hurley
Initial consultation free
FCA verified
Restricted
Vivid Financial Planning is a forward-thinking wealth management firm. We partner with ambitious professionals and time-pressed business owners, delivering bespoke financial strategies that free you to concentrate on what truly matters.
Clients
helped
43
Minimum
wealth
£150k+
Meet the team
Gareth Lewis
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
Triton Private Wealth Limited

Triton Private Wealth Limited

Sunninghill and ascot
Initial consultation free
FCA verified
Independent
Independent, Whole of Market, Chartered Financial Adviser covering Surrey, Hampshire and Berkshire. 18 years’ experience in pensions, retirement planning, investments, inheritance, long term care and divorce or separation. Personal and unbiased advice!
Clients
helped
< 10
Minimum
wealth
£100k+
Meet the team
Natasha Nair
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
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
The Private Office

The Private Office

Maidenhead
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
39605
Minimum
wealth
£150k+
Meet the team
Steffan Alemanno
Abigail Banks
Julian Frere
Roger Clarke
Matthew Cole
+37
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
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
211
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
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
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
Frequently Asked Questions about Financial Advisers in Windsor And Maidenhead