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Top 10 Independent (IFAs) & Restricted Financial Advisers in Wokingham

Find the best FCA regulated financial advisers in Wokingham. Get expert help near you with pensions, investments, retirement planning and more
Wokingham
Neil Dawson - True Potential Wealth Management

Neil Dawson - True Potential Wealth Management

Earley
Initial consultation free
FCA verified
Restricted
I have been advising my clients for over 20 years, with particular expertise in redundancy benefits and pension & retirement planning. I will guide you through the complexities of planning, allowing you to make fully informed decisions about your future.
Clients
helped
158
Minimum
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Business
Flying Colours Advice

Flying Colours Advice

Finchampstead
Initial consultation free
FCA verified
Independent
Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
Clients
helped
20139
Minimum
wealth
£150k+
Meet the team
Chris Peters
Billy Ambler
Liviu Ratoi
David Lemar
Carl Williams
+14
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care
Empower Partners LLP

Empower Partners LLP

Winnersh
Initial consultation free
FCA verified
Independent
Adviser with over 25 years' experience helping people maximise the financial opportunities available to them. Common sense advice, focussing on reducing your investing costs and giving you peace of mind that you're on track.
Clients
helped
174
Minimum
wealth
£500k+
Meet the team
Jason Witcombe
Antony Williams
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Simon Jones at Continuum Financial Services LLP

Simon Jones at Continuum Financial Services LLP

Wokingham
Initial consultation free
FCA verified
Independent
My approach is to truly listen to your story, define what you want to achieve financially and help you build a strategy for success. There is no cost to our first meeting.
Clients
helped
96
Minimum
wealth
£250k+
Meet the team
Simon Jones
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Tindle Wealth Management Ltd

Tindle Wealth Management Ltd

Finchampstead
Initial consultation free
FCA verified
Restricted
As an independently owned and specialised firm, we offer institutional quality financial advice and investment management, tailored to the individuals and families that we serve.
Clients
helped
20
Minimum
wealth
£500k+
Meet the team
Julius Morgan-Giles
Scott Tindle
Amy Claxton
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Stockbroking services
Nathan Hillyer - Quilter Financial Advisers

Nathan Hillyer - Quilter Financial Advisers

Wokingham
Initial consultation free
FCA verified
Restricted
With over 10 years experience in the industry, I chose to work with Quilter, a FTSE250 company, with an excellent proposition and focus around good client outcomes. Approver Quilter Financial Services Limited. February 2026.
Clients
helped
35
Minimum
wealth
£50k+
Meet the team
Nathan Hillyer
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Savings
In Partnership

In Partnership

St nicholas and hurst
Initial consultation free
FCA verified
Independent
We offer Independent Financial Advice and offer every client a bespoke solution to their needs. All 1st consultations are free so there is nothing to lose and everything to gain.
Clients
helped
1051
Minimum
wealth
£500k+
Meet the team
Ryan van den Bergh
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Evelyn Partners

Evelyn Partners

Woodley
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
1076
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
MPI Financial Advice

MPI Financial Advice

Woodley
Initial consultation free
FCA verified
Independent
We provide a free update & advice service to help you understand your plans.
Clients
helped
8817
Minimum
wealth
£0+
Meet the team
M
Can help with
Pensions & retirement
Investments
Business
Fairstone Group

Fairstone Group

Wokingham
Initial consultation free
FCA verified
Independent
Fairstone is one of the top 10 wealth management companies in the UK with more than 50 offices across the country. With a 5-star Trustpilot rating and over 500 advisers, we offer a full range of financial advice and wealth management services.
Clients
helped
15265
Minimum
wealth
£0+
Meet the team
Martin Green
Steven Richardson
Roxanne Jarvis
Daniel Smith
Sarah Birch
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Frequently Asked Questions about Financial Advisers in Wokingham