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

On your side
It’s our mission to deliver the best possible solutions for clients and to do this we utilise the latest technology and market-leading products.
We invest in this to better serve our clients and create a smoother planning process.
Clients
helped
helped
< 10
Minimum
wealth
wealth
£0+
Meet the team
M
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings

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
helped
96
Minimum
wealth
wealth
£250k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business

Nathan Hillyer - Quilter Financial Advisers
Finchampstead
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
helped
23
Minimum
wealth
wealth
£50k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Savings

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
helped
14955
Minimum
wealth
wealth
£0+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care

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
12
Minimum
wealth
wealth
£150k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings

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
helped
168
Minimum
wealth
wealth
£500k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings

Offering a free initial meeting, we provide independent regulated advice on Investments, Pensions and Inheritance Tax Planning. We take the stress out of investing helping clients of all wealth levels.
Clients
helped
helped
133
Minimum
wealth
wealth
£50k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings

Simon Jones at Continuum Financial Services LLP
Winnersh
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
helped
96
Minimum
wealth
wealth
£250k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
tf
The Specialists in Wealth Management and Pensions planning for Individuals and businesses.
Clients
helped
helped
30
Minimum
wealth
wealth
£100k+
Meet the team
P
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Business
Long Term Care
Stockbroking services
Frequently Asked Questions about Financial Advisers in Wokingham
