The 30 Best Financial service in Reading

“Excellent service once again from Apex Notaries and in particular Kate Walker. Very professional. Thank you.”

“I had a great experience buying a house listed with Martyn Russell. Alex’s personal hands on approach was lovely and gave my a great feel for the house as he really knew all the details about it. Alex was really proactive during the buying process and I of course appreciated the bubbly on completion day :)”

“Outstanding，extremely professional, efficient, patient, making the whole process smooth and stress-free. We couldn’t be happier with the service! As first-time buyers in the UK, we feel so lucky to have met such an excellent agent like David. He was incredibly professional, efficient, and genuinely caring throughout the entire process. Compared with other estate agencies we dealt with, David stood out for his honesty, patience, and dedication to making sure everything went smoothly. He always kept us informed, answered all our questions quickly, and helped us secure our new home much faster than we expected. We truly appreciate his hard work and would highly recommend him and the team to anyone buying a home!”

“Mr Thomas provided excellent notary services. This is my second time using his service, and he continues to be highly professional. There was a mistake in my document, but he kindly printed the correct version for me on the spot without asking me to book another appointment. I will definitely return to Mr Thomas for any future notary needs and strongly recommend him to others.”

“Absolutely excellent, proffesional, friendly, efficient and prompt service. I happily rely on Coversure for all my our insurance needs both business and domestic. Highly recommended.”

“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.”

“Mr. Harvinder at Maxim Financial Solutions provided an excellent service. Harvinder was very professional and friendly, as first time home buyers we felt safe while applying for a mortgage. He explained thoroughly what the next steps were in the process, responded promptly to any questions we had. He helped us through every difficulty and was extremely patient with us. I would recommend him to anyone. Judit and Laszlo”

“Lewis was very helpful in explaining how a mortgage works and all the possible options. He took the time to go through the details with us across several meetings and was proactive in updating us. We felt confident in our choice and we would highly recommend his services .”

“Zakia has been absolutely fantastic from start to finish. She did all she could to ensure I had the best product and that everything suited my needs in the best way possible. I am super grateful for her assistance in getting me my mortgage and would recommend her to anyone!”

“Charles Howard has been very helpful with choosing the correct life insurance policy. Charles has been every responsive with all our queries and made his explanations clear from whats best with regards to the products to assisting with the trust forms. Fully recommend his services.”

“We have just successfully secure a mortgage agreement using Lifelink Services Ltd. The process was very simple and smoothly acceived with Zoe Perryman and Charlie Smallman being excellent communicators and providing a good level of detail and professional perspective throughout our interactions with them. They both also seemed genuine and friendly, and helped us sort out issues without any fuss or bother. From this experience I would definitely recommend their services and certainly have no complaints. Thanks.”

“We have worked with Lauren 3 times for mortgage help, and she has been great everytime! Due to my husband’s shift work (and complicated payslips), our growing family, and Covid and wider economic issues, it is never a simple request of her, but she deals with everything in a very professional and friendly manner. Would highly recommend.”

“Cannot fault the service Stuart has provided not once, but twice for us. He’s helped us navigate the mortgage market to obtain the best deal and has been patient and reassuring throughout the process. We’ve had a great mortgage deal and would highly recommend Stuart!”

“We’ve used used Village Financial Services since starting out on the property ladder back in 2014 and more recently returned for a fairly complex remortgage to amalgamate several products into one. Craig’s friendly, professional and knowledgable approach was welcome as always. We were kept informed at all stages throughout the process and no question was too much of an ask. I would recommend Village Financial services to anyone.”

“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.”

“Rob and the team are incredible. Everything explained in simple terms and no question is too simple. The services the team offer are great and they all have a wealth of knowledge on the products and providers they use and offer. Highly recommend.”

“We felt completely in safe hands with John. He’s clearly very knowledgeable, explained everything thoroughly and gave us the best advice for our situation. His guidance gave us full confidence in the product we chose and that our mortgage would be approved. Thanks to him, the whole process felt smooth and stress free, especially compared to our first experience. Chloe was brilliant too and very competent. She kept everything moving along, always got back to us really quickly, and kept us updated the whole way through! We never felt out of the loop or like we had to chase which made such a difference. Both John and Chloe gave us a great experience at Firstxtra, and we would highly recommend them/ use them again.”

“Thank you so much for your beautiful card and gift. Impeccable customer service, Karen and the team went above and beyond for me x”

“We were first contacted by Martin Rayner from Compton Financial Services having submitted a an enquiry via Unbiased. His responsiveness to our mortgage enquiry was swift and engaged. Having recently returned from overseas Martin quickly brought us up to speed on the application process and quickly provided us with a DIP to enable us to view potential properties with ease of mind. Several months later when we placed an offer on a property we found ourselves engaged with the estate agents mortgage broker which we were informed at the time would be more efficient. Our experience was that this was not the case and after a month of various delays we were advised that our mortgage application had been unsuccessful. At this stage we contacted Martin who quickly requested the documentation we required (over a weekend) and submitted our application to our preferred lender. Within 24 hours we had our application approved. Incredibly fast turnaround and extremely pleased with the service we were provided with. Couldn't recommend Martin and his team more.”

“Mark is fantastic. He is incredibly thorough, knowledgeable, responsive and always with a positive attitude. He was very patient throughout our house buying process (we are first time UK buyers). He understood our financial needs, provided us with clear options to choose from, including solicitor recommendation and insurance options. He proactively kept us informed as well as found the best deal for us right up to the very point of exchanging. We couldn't have gotten through this process without Mark and will be recommending him/Lloyds IFS and using him in the future. 5 Stars!!”

“Easy Street has helped with my mortgage and various insurance quotes. They have been incredibly friendly and helpful and are very accommodating of people who do not understand the process of buying a home. I have dealt with Ian, Carly and Debbie and they have all been brilliant! Would 100% recommend!”

“We recently worked with Ben and James from AFP Mortgage Service on our mortgage, and the experience was excellent from start to finish. They were incredibly helpful throughout the process. They also dealt with any issues quickly and professionally, ensuring there were no unnecessary delays or complications. Overall, we’re really happy with the service we received and would highly recommend them to anyone looking for a reliable and supportive mortgage lender.”

“Absolutely brilliant service from Ben at Hexagon from start to finish. From the first meeting we sat down with him he was attentive, knowledgeable, professional and gave us a huge amount of advice and options. We were in the house buying process for 6 months and had numerous questions along the way and Ben was always happy to help and gave sound advice. Couldn't have put my mortgage in better hands and he also helped us with life insurances which we hadn't even considered until we met with Ben . I would 100% recommend his services.”

“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.”