Financial advisor in Reading

360 results found

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  1. 31

    Bowen & Associates Financial Planning

    ★★★★★ 5
    Closed

    “Mark helped me migrate my pension to True Potential, from my previous provider, where it was underperforming and with poor IFA assistance and advice. Since moving to TP, my fund has grown much faster and projecting forward, will now provide for me well into late retirement at a comfortable level, something my previous provider would have failed to do. I cannot thank Mark enough for his advice and continued support through the process and since, with regular contact and highly recommend you speak with him to provide for your retirement. .”

    Address: 2 Foxtails, Fleet GU51 5AE, United Kingdom

    Phone: +44 7535 610556

    Website: partnership.sjp.co.uk

  1. 34

    Financial Aspects Ltd

    ★★★★★ 5
    Closed

    “Had an initial review of my financial predicament and Garry offered sound advice after discussing with me my appetite for risk and circumstances. A very polite and knowledgeable gentlemen who was happy to visit my home at my convenience.”

    Address: 4 Barclose Avenue, Caversham, Reading RG4 5DR, United Kingdom

    Phone: +44 7956 529771

  1. 41

    Rebecca Kingwell Financial Planner

    ★★★★★ 5
    Closed

    “Rebecca and her assistant Paul have patiently helped me with my finances after a difficult divorce always ensuring I understood what was happening and going above and beyond. Rebecca is very professional and her knowledge is immense, she always has my best interest at heart. I highly recommend her.”

    Address: 21-25 London Road, Newbury RG14 1JL, United Kingdom

    Phone: +44 20 8405 6408

    Website: partnership.sjp.co.uk

  1. 45

    Financial Planning Partners Ltd

    ★★★★☆ 4.3
    Closed

    “Have been with the FPP for many years now. Advice always there if you want it. On top of management fees the FPP will charge 0.5% of your portfolio each year and have a one to one meeting online or in their premises every year to discuss your preferences or level of investment risk. The FPP use Transact as their pension investment vehicle and this can be viewed online so you know how your portfolio is doing day by day if you wish.”

    Address: Crowthorne RG45 6LS, United Kingdom

    Phone: +44 1344 778990

    Website: fpp-ifa.co.uk