Showing the top 5 rated and reviewed Financial Advisers and Mortgage Brokers near Wokingham (out of 1195)

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158 reviews

89 recent reviews

4.7 out of 5

John Aubrey

Ascot Lloyd

158 reviews

89 recent reviews

Top Rated 2024

John Aubrey

Ascot Lloyd

0118 443 0016

Areas of expertise: John’s main aim is to make clients' lives easier! John sees his role as one of simplifyi...

Areas of expertise: John’s main aim is to make clients' lives easier! John sees his role as one of simplifying the often confusing world of finance to help clients make informed ...

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Reading (6.72 miles away)

Independent Financial Adviser

Verified since December, 2020

Savings/pensions: Any level

Services offered:

Investments and Savings

Top Rated 2024

296 reviews

79 recent reviews

4.8 out of 5

Catriona McCarron

Ascot Wealth Management

296 reviews

79 recent reviews

Top Rated 2024

Catriona McCarron

Ascot Wealth Management

0330 038 8939

As a Wealth Manager at Ascot Wealth Management, I enjoy meeting new clients and helping them achieve their lon...

As a Wealth Manager at Ascot Wealth Management, I enjoy meeting new clients and helping them achieve their long- and short-term goals. I thrive on new client challenges, working ov...

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Ascot (8.72 miles away)

Independent Financial Adviser

Verified since May, 2018

Free one hour initial consultation

Savings/pensions: Over £500,000

Services offered:

Investments and Savings

Pensions

Retirement income (annuities, drawdown)

Pension Transfers - Non Specialist

+ 3 more

Top Rated 2024

95 reviews

69 recent reviews

4.7 out of 5

Lynn Healy

Ascot Lloyd

95 reviews

69 recent reviews

Top Rated 2024

Lynn Healy

Ascot Lloyd

0118 443 0016

I have been advising on investment , pensions and tax planning since 2003 and prior to qualifying as a financi...

I have been advising on investment , pensions and tax planning since 2003 and prior to qualifying as a financial adviser I worked in the legal profession as a tax and trusts manage...

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Reading (6.72 miles away)

Independent Financial Adviser

Verified since December, 2023

Savings/pensions: Any level

Services offered:

Investments and Savings

Pensions

Retirement income (annuities, drawdown)

Insurance & Protection

Top Rated 2024

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131 reviews

10 recent reviews

4.8 out of 5

Ray Best

UnaVida Wealth Management Ltd

131 reviews

10 recent reviews

Top Rated 2024

Ray Best

UnaVida Wealth Management Ltd

0118 443 0107

ABOUT I am a very experienced adviser, we offer comprehensive financial and investment planning advice for cl...

ABOUT I am a very experienced adviser, we offer comprehensive financial and investment planning advice for clients who want to make smart decisions about their money. I have achi...

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Hurst (2.87 miles away)

Independent Financial Adviser

Verified since June, 2017

Up to £200 discount on fees

Savings/pensions: Over £250,000

Services offered:

Investments and Savings

Pensions

Retirement income (annuities, drawdown)

Inheritance Planning

+ 1 more

Top Rated 2024

49 reviews

18 recent reviews

4.9 out of 5

Nick Dutton

Laterliving now! Ltd

49 reviews

18 recent reviews

Top Rated 2024

Nick Dutton

Laterliving now! Ltd

0118 443 0016

I’ve worked in financial services for over two decades now, and I love listening to my client’s wants, needs a...

I’ve worked in financial services for over two decades now, and I love listening to my client’s wants, needs and of course fears, helping them to understand how the equity tied-up ...

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Whole of Market Equity Release Adviser

Wokingham (1.95 miles away)

Verified since March, 2023

Free one hour initial consultation

Services offered:

Equity Release

Top Rated 2024