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

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
helped
52
Minimum
wealth
wealth
£150k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Business
and 3 more matches
sg
Helping individuals, families, and businesses make confident financial decisions that truly support their goals and dreams.
Clients
helped
helped
20
Minimum
wealth
wealth
£0+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches

We are highly approachable and happy to discuss your needs and options informally. Drop us a line to arrange a chat, free of charge.
Clients
helped
helped
602
Minimum
wealth
wealth
£0+
Meet the team
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
Business
Long Term Care
Stockbroking services

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
helped
1045
Minimum
wealth
wealth
£250k+
Meet the team
+18
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business

- 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
helped
350
Minimum
wealth
wealth
£50k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Mortgages

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
helped
1045
Minimum
wealth
wealth
£250k+
Meet the team
+18
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business

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
helped
43
Minimum
wealth
wealth
£150k+
Meet the team
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
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
helped
14
Minimum
wealth
wealth
£150k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings

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
helped
100
Minimum
wealth
wealth
£250k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings

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
helped
< 10
Minimum
wealth
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
Frequently Asked Questions about Financial Advisers in Windsor And Maidenhead