Directory overview
- 334 Total businesses
- 4.7 Average rating
- 54% With reviews
- 40% With photos
- 16 Highly rated
- 38 Open on weekends
334 results found
Browse financial advisor in Reading. Use this directory to compare ratings, reviews, photos, opening hours, addresses and contact details. 334 results in Reading. Average rating 4.7/5 based on 3,846 reviews & ratings. The listings below include financial advisor from cities such as Reading, Wokingham, Basingstoke, Camberley, Henley-on-thames and others.
How many businesses fall in each rating band (rated only).
“I can't rate and recommend Sherwin Currid highly enough. They have taken so much of the burden of running my business from me so that I can focus on the work the business does. They are always available to answer any questions I have and provide me with a service that is appropriate for my own and my business needs. In fact they have provided more than I expected which has made such a positive impact on me and my business.”
“Helpful advice delivered in a non pushy manner. Full confidence in Vaughan Wealth”
“Very pleased with the service from Rob and his excellent team. Would highly recommend them.”
“Knowledgeable, efficient, thorough and friendly service. Kate has found cases of overpayment and money owed, very helpful. Would certainly recommend.”
“I recently had the pleasure of dealing with Thomas Brown, one of the Financial Advisors at Shipton Wealth. The process was made very straightforward. Everything was explained to me in a way that was clear and easy to understand, which was reassuring, being the first time I have invested any money. I would thoroughly recommend Shipton Wealth’s services and in particular the guidance given by Thomas Brown.”
“Excellent service, follow-ups and contact from the company. Growth has been above expectations and the team know what they are doing Thank you.”
“We were considering options for financing care home fees for my mother, and I had read a little about annuities, but this was all new to me Research indicated that I should speak to a SOLLA accredited financial adviser which took me to Switchfoot Wealth Here I was introduced to Steven Day who from the start, genuinely cared about helping guide me through the options so that I and the other Attorneys, could come to our own decision about what would be right for Mum, and having decided that we wanted to take further, walked us through the process At each step he explained what was required and more importantly why, and was on top of the Companies involved, chasing them to deal with, and keeping us up to date throughout We felt fully supported, which was very reassuring given the premiums we were discussing Very happy to recommend him and Switchfoot for anyone's financial planning - in this day and age it was a pleasure to deal with a person and firm that genuinely wanted the best for their client”
“Les has been in charge of all my family personal and business accounts for several years now... and it was all ok.”
“Very professional and extremely helpful accountants”
“When I had s stroke Bob helped my wife put my business in order. He continues to help over and above his re-mit - thanks Bob”
“Very kind, thoughtful and friendly, I am very happy with their service.”
“Amazing workshop this morning presented by Graham, the topic was how to start your journey to financial freedom. Highly recommend this workshop and Inca. Dominic Renshaw”
“Both my wife and I were both very impressed with the professional service from SHP Accountants after our retirement from our family business in Marlow. All taxation demands were cancelled.”
“Simon's expertise is second to none!! If we could give 6 stars we would. Simon and Bernadett took all the stress out of finding the right deal for us. Continuous care and attention till the very end and always on the ball! Absolutely brilliant services! Thank you very much and we are highly recommending you to everyone who is looking for a broker.”
“As a qualified finance professional myself, I know enough to appreciate the value of proper financial advice where it really matters - my own pocket! I've used Vicky at Penrose for all my financial planning needs, including pension planning and protecting my family with suitable life insurance and critical illness protection policies. She is very knowledgeable and experienced, with a very pragmatic approach to building the right product portfolio for me with my specific circumstances in mind. A very professional and personal level of service; highly recommended.”
“Very helpful with your finances as they have a wide range of people who are experienced with all things to do with investments. They give good advice on money matters.”
“Kingcott Accounting excell at handling the financial complexities of my business. Tim is patient, kind, and always willing to translate the HMRC mystery language. If you are looking for someone to hold your hand through the complexity of LTD company annual returns.. Kingcott Accounting offers the bespoke and dedicated attention to detail you will value.”
“Very professional and super reliable. Super recommend.”
“I am so happy to have found Jane, she was quick in her replies to my emails and her fees are commensurate with the tasks. She is very efficient and professional and I will be using her again for my future business and personal tax needs. I highly recommend her to others. Many thanks Jane, form a greatful customer. Sabina”
“I have been working with Andy and team for the past four years, and they have consistently provided a fantastic service. They are professional, reliable, and I trust their expertise completely. It is an absolute pleasure to work with them, and I highly recommend their services.”
“Very professional and helpful with fantastic knowledge. They ( Richard) helped me with a tax problem, would recommend them to one and all”
“After dealing with Mike, I realised that not all accountants are boring! He breaks down the barriers between accountant and client and speaks on a level for the layman to understand. With over 30 years of accounting and business experience you couldn't be in safer hands. He also provides live accounting service which avoids the end of year rush along with other benefits of knowing exactly what position your business is at at any point through the year.”
“I've known Richard for a number of years, he's super professional and a really nice guy. Please bring donuts next time though Richard!!”
“Rob and his team at Elsburys have been running our payroll for some time now. They are very approachable, effective and responsive. I am very happy with their service and highly recommend them.”
“I was in urgent need of advice regarding tax liabilities for employees taking accommodation within close proximity of their place of work. Melanie Curtis were prompt, responsive and very helpful making every effort to comply with my short timescales. The advice that they provided was also of a high quality. An excellent service and very much appreciated. Thank you.”
“I have procured the services from Tax-sorted for many years for both business and personal tax. I would recommend them to anyone wanting a good, honest, and reliable service for tax purposes which is value for money.”
Answers generated from the current directory data.