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

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
helped
390
Minimum
wealth
wealth
£150k+
Meet the team
+2
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business

We offer a no cost or obligation initial fact find meeting, to talk through the financial and personal outcomes you seek. We are fully independent so can offer whole of market advice on pensions, investments, Inheritance tax planning, and wealth planning.
Clients
helped
helped
1519
Minimum
wealth
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Mortgages

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

Independent, Whole of Market, Chartered Financial Adviser covering Surrey, Hampshire and Berkshire. 18 years’ experience in pensions, retirement planning, investments, inheritance, long term care and divorce or separation. Personal and unbiased advice!
Clients
helped
helped
Recently added
Minimum
wealth
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches

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
helped
39263
Minimum
wealth
wealth
£150k+
Meet the team
+47
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings

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
helped
1032
Minimum
wealth
wealth
£500k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Savings

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
helped
151
Minimum
wealth
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Business

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
helped
12
Minimum
wealth
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Frequently Asked Questions about Financial Advisers in Wokingham

