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

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.

I’m a Chartered Accountant turned Financial Planner, helping individuals and families gain clarity and confidence with retirement, investments, tax, and estate planning through tailored, proactive strategies focused on life goals, not products.

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.

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.

Wealth management built around you - from one of the world's strongest banks.

I am proud to be a partner of M&G Wealth Advice. I am qualified in financial planning and advise on a range of carefully selected products from Prudential and other providers.

Looking for financial advice that puts you first? At Unique Financial, we're not just about numbers—we're about people. Our experienced advisers take the time to understand what's important to you, crafting personalised financial strategies.

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.

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.

I would welcome the opportunity to meet with you to explain how our proposition might match with your expectations.