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Browse financial consulting in Wokingham. Use this directory to compare ratings, reviews, photos, opening hours, addresses and contact details. 68 results in Wokingham. Average rating 2.3/5 based on 1,106 reviews & ratings.

Directory overview

  • 68 Total businesses
  • 2.3 Average rating
  • 47% With reviews
  • 43% With photos

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  1. 1
    Photo of Green Fern Mortgage & Financial Services Ltd - Molly Millars Cl, Wokingham RG41 2RX, UK

    Green Fern Mortgage & Financial Services Ltd

    ★★★★★ 5 Open

    “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!”

    Address: Molly Millars Cl, Wokingham RG41 2RX, UK
    Phone: +44 7714 515219
    Website: greenfernfs.co.uk
  2. 2
    Photo of Premier Financial Services - 14 Shute End, Wokingham RG40 1BJ, UK

    Premier Financial Services

    ★★★★★ 5 Closed

    “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.”

    Address: 14 Shute End, Wokingham RG40 1BJ, UK
    Phone: +44 118 979 6687
    Website: premierfs.co.uk
  3. 3
    Photo of Partners Financial Services - 55a Peach St, Wokingham RG40 1XP, UK

    Partners Financial Services

    ★★★★★ 5 Closed

    “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.”

    Address: 55a Peach St, Wokingham RG40 1XP, UK
    Phone: +44 330 043 9023
    Website: partnersfs.co.uk
  4. 4

    Bluesky Chartered Financial Planners

    ★★★★★ 4.9 Closed

    “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.”

    Address: Hatch Farm, Mill Ln, Sindlesham, Wokingham RG41 5DF, UK
    Phone: +44 118 987 6655
    Website: blueskyifas.co.uk
  1. 9
    Photo of MGK CONSULTANT LTD - Business Centre, 14 Shute End, Wokingham RG40 1BJ, UK

    MGK CONSULTANT LTD

    ★★★☆☆ 3.7 Closed

    “MGK Consultant provided outstanding service! Their professionalism, attention to detail, and innovative solutions exceeded our expectations. Prompt communication and proactive updates made the process smooth and efficient. Highly recommended!”

    Address: Business Centre, 14 Shute End, Wokingham RG40 1BJ, UK
    Phone: +44 118 978 4352
    Website: mgkbiz.co.uk
  1. 18

    Quentela Accounting

    ★★★★★ 5 Closed

    “Absolutely blow away by how straightforward and fast Quentela Accounting was at dealing with my tax return. Cost was so reasonable - paid less than half what I was paying my previous accountant and the service was faster and clearer too. Will definitely use again.”

    Address: 66 Carina Dr, Wokingham RG40 1EF, UK
    Phone: +44 118 469 3025
    Website: quentela.com
  2. 20
    Photo of Melanie Curtis Accountants - 65 Peach St, Wokingham RG40 1XP, UK

    Melanie Curtis Accountants

    ★★★★★ 5 Closed

    “I came across Melanie Curtis Accountants three years ago when looking for a friendly, forward thinking accountancy firm to support my business and have been so pleased I did. The whole team are so approachable and make what could be a very overwhelming task a breeze. We would highly recommend Mel and her team.”

    Address: 65 Peach St, Wokingham RG40 1XP, UK
    Phone: +44 118 944 3720
  1. 21
    Photo of Wills Tax and Trusts Ltd - Office 3, Molly Millars Ln, Wokingham RG41 2PY, UK

    Wills Tax and Trusts Ltd

    ★★★★★ 5 Closed

    “I chose Wills, Tax & Trusts based on recommendation from my accountants Services it provided included updated wills, LPA, financial advice on investments and creating a family trust. Wills, Tax & Trusts took the time to understand our aspirations for our family and parents. They guided us through the pitfalls and proposed detailed options for us to consider. We are very satisfied.”

    Address: Office 3, Molly Millars Ln, Wokingham RG41 2PY, UK
    Phone: +44 118 934 7920
    Website: willstaxandtrusts.co.uk
  2. 22
    Photo of Options Mortgage Services - 6-8 Wokingham Rd, Reading RG6 1JG, UK

    Options Mortgage Services

    ★★★★★ 4.9 Closed

    “We had an amazing experience with Options Mortgages. They helped us secure a mortgage for our property purchase, and the entire team was fantastic. Amir, in particular, was outstanding, extremely professional, trustworthy, and supportive. He also connected us with other trusted professionals, which made the whole process smooth and stress free. Everything was completed in record time, and Amir managed to secure us an excellent mortgage deal, even after we had explored options with other brokers. We’re absolutely pleased and would highly recommend Amir and the Options Mortgages team”

    Address: 6-8 Wokingham Rd, Reading RG6 1JG, UK
    Phone: +44 118 954 1000
    Website: optionsmortgages.co.uk
  3. 23
    Photo of Clark & Poole - The Barn, Waterloo Rd, Wokingham RG40 3BY, UK

    Clark & Poole

    ★★★★★ 4.9 Closed

    “Would highly recommend, especially for first time buyers. Andy helped us with a mortgage for our first house purchase and delivered an excellent surface. From initial advice on what property we could afford, all the way through to confirming our mortgage, Andy gave very comprehensive and clear advice from start to finish. Responsiveness was brilliant and the whole team were very generous with their time. We felt fully informed on the mortgage term, interest rates, how long to fix for, the intricacies of making an offer, getting a mortgage in principle, and more.”

    Address: The Barn, Waterloo Rd, Wokingham RG40 3BY, UK
    Phone: +44 118 402 8971
    Website: clarkandpoole.co.uk
  4. 25

    TaxAssist Accountants

    ★★★★★ 4.8 Closed

    “I have been working with Peter at TaxAssist for about 4 years now. Not only does he deal with my private tax affairs but dealt with the setting up and incorporation of my husband's company and now he handles all of our tax for us. I feel confident that he gives our tax affairs the utmost consideration and I feel that we get the best advice possible. It is one less thing for us to think about when we are busy running businesses. I feel able to pick up the phone at any point, no matter how seemingly small or daft my question and Peter is always courteous and patient. I can recommend the entire team at TaxAssist.”

    Address: 175 Wokingham Rd, Reading RG6 1LT, UK
    Phone: +44 118 926 9284
    Website: taxassist.co.uk
  1. 26

    UnaVida Wealth Management Ltd

    ★★★★★ 4.8 Closed

    “Understanding the 'minefield' of financial management , with all of the legalities and thresholds is not easy for those who have spent their working lives in other industries. The comfort of having an Expert to guide you through all of the complexities is of paramount importance. Having met & known Ray Best, UnaVida, for several years before placing my complete trust in Ray's operation means security for myself, family in my retirement & future. Thankyou Ray & UnaVida.”

    Address: Office 3, Molly Millars Ln, Wokingham RG41 2PY, UK
    Phone: +44 118 934 7921
    Website: unavida.co.uk
  2. 27

    Fairstone

    ★★★★☆ 4.6 Open

    “I contacted Fairstone for my mortgage application as provided by the sales. I am happy with the service that I received and the speed that they handled my requests, especially Minisha. I was informed throughout the process and when I had questions, they always responds within a day. Everyone could imaging getting a mortgage is such a big thing and you would not want anything to go wrong. So having a responsive advisor and knowing someone is actually trying to get things done for you is quite assuring. Anyway, everything went well and I am now moved in.”

    Address: 14 Shute End, Wokingham RG40 1BJ, UK
    Phone: +44 118 977 1938
    Website: fairstone.co.uk
  3. 30

    Claritas Accountancy Ltd

    ★★★★★ 5 Closed

    “We have been with Claritas for over three years now. We are very happy with their service, accurate and helpful, always. The team communicates very well in getting the job done. They are also extremely supportive in answering any questions we had for the past three years. We can't fault them at all and highly recommend them to any business who needs a reliable, efficient helpful & knowledgeable accounting department. Thank you Steve and your team for all your support!”

    Address: 1 Peach St, Wokingham RG40 1XJ, UK
    Phone: +44 118 380 5995
    Website: claritasaccountancy.com