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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
YLT Wealth Management

YLT Wealth Management

Twyford
Initial consultation free
FCA verified
Restricted
YLT Wealth Management have been providing financial advice for over 13 years.  We provide broad based advice to professionals and retired inviduals, helping them with taylored and practical solutions to the financial issues that concern them.
Clients
helped
17
Minimum
wealth
£100k+
Meet the team
Yannick Le Touze
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Tideway Wealth Management

Tideway Wealth Management

Earley
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
Advanta Wealth

Advanta Wealth

Crowthorne
Initial consultation free
FCA verified
Independent
With Advanta it’s always personal. We offer professional financial planning, with a personal touch. It’s how we’ll help you plan for the future and grow your wealth in a way that’s just right for you. Your way.
Clients
helped
1055
Minimum
wealth
£250k+
Meet the team
Matthew Young
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Douglas Steers & Company

Douglas Steers & Company

Winnersh
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10459
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Simeon Page
+7
Can help with
Pensions & retirement
Financial planning
Investments
Savings
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
15109
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
Empower Partners LLP

Empower Partners LLP

Wargrave
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
172
Minimum
wealth
£500k+
Meet the team
Jason Witcombe
Antony Williams
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Hartsfield Financial Services Ltd

Hartsfield Financial Services Ltd

Wokingham
Initial consultation free
FCA verified
Independent
We’re a team of independent financial planners based across the South West. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
Clients
helped
397
Minimum
wealth
£150k+
Meet the team
John White
Joy Wisniewski
Michael Blair
Melanie Dolphin
Gareth Lewis
+2
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Advanta Wealth

Advanta Wealth

Earley
Initial consultation free
FCA verified
Independent
With Advanta it’s always personal. We offer professional financial planning, with a personal touch. It’s how we’ll help you plan for the future and grow your wealth in a way that’s just right for you. Your way.
Clients
helped
1055
Minimum
wealth
£250k+
Meet the team
Matthew Young
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Douglas Steers & Company

Douglas Steers & Company

Wokingham
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10459
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Simeon Page
+7
Can help with
Pensions & retirement
Financial planning
Investments
Savings
MPI Financial Advice

MPI Financial Advice

Wokingham
Initial consultation free
FCA verified
Independent
We provide a free update & advice service to help you understand your plans.
Clients
helped
8669
Minimum
wealth
£0+
Meet the team
B
Can help with
Pensions & retirement
Business
Frequently Asked Questions about Financial Advisers in Wokingham