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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
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
1090
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
Douglas Steers & Company

Douglas Steers & Company

Woodley
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10641
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
M&G Advice

M&G Advice

Earley
Initial consultation free
FCA verified
Restricted
We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
Clients
helped
2287
Minimum
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings
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
8842
Minimum
wealth
£0+
Meet the team
M
Can help with
Pensions & retirement
Investments
Business
In Partnership

In Partnership

Crowthorne
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
1054
Minimum
wealth
£500k+
Meet the team
Ryan van den Bergh
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
15287
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
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
Marcus Brooks Arcus Wealth

Marcus Brooks Arcus Wealth

Woodley
Initial consultation free
FCA verified
Independent
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
10
Minimum
wealth
£0+
Meet the team
M
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
Flying Colours Advice

Flying Colours Advice

Earley
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
20151
Minimum
wealth
£150k+
Meet the team
Carl Williams
Liviu Ratoi
David Lemar
Arthur Childs
Natalie Donnell
+14
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care
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
10641
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
Frequently Asked Questions about Financial Advisers in Wokingham