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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
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
131
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
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
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
294
Minimum
wealth
£250k+
Meet the team
Steve Dixon
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Stockbroking services
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
The Bridge Financial Planning

The Bridge Financial Planning

Windsor
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
37
Minimum
wealth
£0+
Meet the team
Nicholas Cordinley
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Stockbroking services
Warwick Road Financial Services Ltd

Warwick Road Financial Services Ltd

Eton
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
Nilaj Odedra at St James's Place

Nilaj Odedra at St James's Place

Slough
Initial consultation free
FCA verified
Restricted
As a trusted Financial Adviser and Partner of St. James’s Place, the UK’s largest wealth management company, my role is to listen, understand what you’d like to achieve, and then help build and construct a professional, tailored and robust plan.
Clients
helped
72
Minimum
wealth
£50k+
Meet the team
Nilaj Odedra
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Tideway Wealth Management

Tideway Wealth Management

Slough
Initial consultation free
FCA verified
Independent
Tideway is an independent, privately owned boutique firm offering financial advice and wealth management. We focus on clear strategies and transparent solutions, helping you achieve your financial goals with confidence.
Clients
helped
42
Minimum
wealth
£500k+
Meet the team
Harry Donoghue
Sue Maydwell
Ben Klein
Sam Ratnage
William Bale
+1
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Evelyn Partners

Evelyn Partners

Slough
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
992
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
Wren Sterling

Wren Sterling

Slough
Initial consultation free
FCA verified
Independent
Thousands of people across the UK rely on Wren Sterling for financial planning help. We specialise in pensions, investments, protection and estate planning, helping people to achieve their long-term financial objectives. We're independent too!
Clients
helped
1940
Minimum
wealth
£100k+
Meet the team
Jordan Hagan
Scot Lamont
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Frequently Asked Questions about Financial Advisers in Windsor