The 30 Best Financial advisor in Reading

“I'd like to recommend Jarosław Chmielowiec to everyone who is looking for an insurance. I'm very grateful and also very impressed of his approach to clients. He treats each client very individual, listening very carefully to find the best solution. Later on he'll be leading you through whole process. He is also very focused on each detail, so you have impression everything is under control and nothing will miss out. In short absolutely deserved 5 stars. Thank you for cooperation.”

“10/10. My fiancé and I can’t recommend Tom and partners financial services highly enough. From the very beginning, which feels like a lifetime ago for us he was professional, prompt and incredibly helpful. We had a long journey due to the complications on the house purchase and he stuck through it helping chase solicitors and any other help or advice we needed. Adaptable to our available times and would be on call to support and answer any questions we had as first time buyers. We will be using Tom for his services hopefully for every purchase and sale going forward in our lives. Thank you so much.”

“Excellent service from Jay's Accountants, I put Calliope under a little pressure as I had to me a deadline but all was completed with a week to spare . I have to leave as a client due to a far away move but I hope I find someone as good as Jay's.”

“As first time buyers, the best decision we made in the house-buying process was to choose Paul and Premier Financial Services to handle our mortgage application. From start to finish, Paul was so attentive and thorough and we knew from the initial consultation that we were in the best hands. He is so knowledgeable, patient and helpful and we felt so looked after and well-informed throughout the whole process. Knowing that Paul was looking after our mortgage application took all of the stress out of the situation, and we can’t recommend Premier Financial Services enough. We will absolutely be sticking with him for all future mortgage applications.”

“I had a call with Sam to discuss pensions and IHT. He was very easy to chat with and explained things clearly. I had some understanding before our call however Sam took time to discuss various scenarios and I definitely gained a better knowledge of what my options were. What I appreciated most was the genuine, honest, straightforward advice.”

“Gill and the AFPS team came highly recommended and fully lived up to their reputation. It was great to talk through our options and make our wills using clear language and a strong human element.”

“Tim helped me today with a query I was struggling to get my head around. His advice was clear, concise and delivered in a way I could understand. I wouldnt hesitate in contacting Tim in the future for further guidance. Thankyou Tim.”

“Sergei helped me with my Capital Gains tax return last year and has now helped me with my Tax Return for 2024/2025. He has been extremely prompt and clear in what he has done for me and I would highly recommend him”

“Time Financial Planning have been advising me for nearly 3 years now. I would thoroughly recommend them to anyone and in fact I have already pointed quite a few people in their direction. I totally trust their investment advice and particularly like their personal touch which makes you feel that your business is so very important to them which it absolutely is - not all advisers make you feel like that! Top people and if you need financial advice, they are definitely the people to go to.”

“We used Fortem for some advice regarding our mortgage. Kevin was amazing, finding us the best deal we could get whilst making everything simple. He was also always available to talk on the (many) queries we had! Very responsive. Overall fantastic experience and would definitely use Fortem again.”

“I do not think there could ever be enough words to offer the commendation that Trevor at Green fern mortgages deserves! If you are looking for an advisor then I would honestly stop looking now and trust the amazing reviews that everyone leaves for this company! Trevor has been truly outstanding! A friend had recommended Trevor to me after they had used him to secure their own mortgage. As a first time buyer I felt extremely anxious and like we were really diving into the deep end. We are also both self employed and wanted a mortgage on a property that was certainly not straight forward. I have never experienced someone in any profession show as much dedication, patience, passion and empathy as Trevor showed us. I say with a little shame I certainly wasn’t the easiest of clients I’m sure as i have been a stressed wreck through the process yet Trevor was ALWAYS available to answer any questions and concerns, iron out any discrepancies and always did so in such a calming professional manner. I whole heartedly believe had we of used any other advisor I would have thrown the towel in long ago and I would never have been able to get to the stage we are at now. This review is honestly not testament to Trevor enough for his hard work, determination and dedication not only to his work but his clients too. He really does make you feel safe and heard throughout the process. If I could give 1000 more stars on this review I would do so in a heartbeat! For anyone looking for a mortgage advisor - USE TREVOR @ GREEN FERN MORTGAGES NOW! Thank you so much Trevor!”

“Kye was amazing, he took care of everything with ease. He kept us well informed of any updates and completed the request we asked for. We would highly recommend Kye to help with your needs. And to add to his professionalism, he personally is truly a gentleman. Thank you so much for everything you have helped us with. Could not have done this without you.”

“I've found the team at Macbeths to be extremely effective and very customer focused. They have always gone above and beyond to assist me and my clients so I wouldn't hesitate to recommend them.”

“My husband and I contacted BlueSky following a suggestion from a colleague at work. We wanted to check our finances prior to my husband retiring, to make sure it was affordable. We also wanted to check if I would also be able to retire within a few years. The information from Rob Starling has given us comfort that retiring is affordable. He gave us a number of financial plans and forecasts in the three or four years before my husband retired which enabled us to understand our situation. We've asked numerous questions and everyone at BlueSky has been endlessly patient in answering them as well as being friendly and helpful. We have now opened some investment ISAs and consolidated some small pensions following Rob's advice and feel we are set up for the future and are looking forward to seeing these grow Iver time. I would have no hesitation in recommending BlueSky.”

“What a great company I had to start to use them A week ago. A amazing caring company the guy who come out to me niraj is such a nice guy can’t do enough for you. And even when you call there office they are so freindly and helpful. I would highly recommend if you’re looking for great care company.”

“I had an excellent experience with George. He was professional, kind, and incredibly approachable. It’s rare to come across someone so generous with both their time and expertise. I’m truly grateful for the support. Highly recommended!”

“The world of financial planning can be daunting and overwhelming at times, but Mark's pragmatic and measured approach provides his clients a clear road map for their financial future. Every decision is made together, with every question of mine answered in a way that seems to make even the most complex very simple. My experience has been second-to-none. We regularly revisit our current plan and update as and when to reflect any changes required. He's willing to ask the tough questions and play the role of devil's advocate to such a level it has instilled a trust that he is looking out entirely for my best interests. In addition to financial advice, Alexander Rowan also aided my wife and I in the creation of our will's. Allison provided a simple and personable service to what can be an extremely sensitive topic. I cannot speak any more highly of Mark and Allison. They are an absolute pleasure to deal with, and I very much look forward to working with them for a long time to come.”

“I cannot recommend Rachel Foxon of BFC highly enough. We were problem clients from the start (because of circumstances, not being purposefully problematic!), but Rachel's calm determination to find solutions for us has meant that we have finally been able to buy our own home. Throughout the process, Rachel maintained great communication, and patiently talked us through all the options and steps at each stage. We couldn't have asked for better support. Thank you, Rachel.”

“The best and only corporate finance house in town...”

“My husband and I have worked with the team at Sky Blue for many years, we trust them with all our products, insurance, mortgages and pensions. Very trustworthy and knowledgeable”

“Stuart and Katie have been consistently brilliant in arranging a number of mortgages over the several years. Extremely responsive, rapidly effective and downright nice. I'm tempted to say they made applying for a mortgage fun but I don't want to stretch credulity.”

“Cannot recommend Matthew enough! He was brilliant and made a complicated area easy to understand. Very happy with the service and will use Matthew again in the future.”

“Very swift service. I needed help understanding my police pension and they connected me to a local adviser who made contact within 30 minutes and guided me through my options. I wouldn’t hesitate to recommend.”

“Professional, very helpful and understanding, listened well to all areas, gave great advice and stress free, much appreciated. Very Highly Recommended”

“Paul Howard was absolutely fanatastic as my Mortgage Broker. He took the time to explain everything cleary and made the whole process both easy to understand and quick complete. His communication was incredibly responsive. Paul took the stress of obtaining a mortgage out of the house buying process entirely. Would definately recommend and use again !”

“Simon is a consummate professional. He is thorough with a high attention focus and deep attention to detail. He's an active and attentive listener which really helps the information transfer. He knows his market and his product set. He goes to great lengths patiently explaining the potential risks and benefits of given scenarios. At first, I had minor issues with the Online Portal but those are IT related and not a reflection on Simon's abilities or skill. Annoying though. I can't say I've had a lot of experience with Financial Planners, but suffice it to say - as my prospects change, I will be calling upon Simon's services again.”

“Would highly recommend as Richard offers ongoing service and explains everything clearly”