Find the Best Financial Advisers in Maidenhead

Browse financial advisers serving Maidenhead, from specialists in personal financial planning to advisers supporting business owners. Review their advice services and client feedback, then contact suitable professionals about your financial goals and consultations.
6 reviews
Giles Warren Financial
Windsor, SL4 (4.9 mi mi)
39 Years
6 reviews
Giles Warren Financial Ltd provides bespoke financial planning and wealth management services, specialising in pensions, investments, and protection. With over 38 years of experience, we offer independent, FCA-regulated advice tailored to individual client needs. Our client-first approach ensures clarity, compliance, and long-term financial security.
Financial Planning Investment Management Pensions & Drawdown
Knowledgeable, trustworthy, efficient Sympathetic to my situation Professional and courteous
Lloyd OSullivan
East Molesey, KT8 (16.8 mi)
33 Years
6 reviews
Lloyd OSullivan
East Molesey, KT8 (16.8 mi mi)
33 Years
6 reviews
Lloyd OSullivan is an independent financial planning firm based in Surrey, offering tailored financial advice since 1993. We specialise in creating long-term strategies for individuals, business owners, and professionals across the UK. Our services include retirement planning, mortgage advice, pension management, and investment solutions.
Financial Planning Retirement Advice Mortgage Consultancy
Sound and reliable support Excellent service Pragmatic approach
Partridge Muir & Warren
Esher, KT10 (17.6 mi)
50+ Years
4 reviews
Partridge Muir & Warren
Esher, KT10 (17.6 mi mi)
50+ Years
4 reviews
Partridge Muir & Warren is a Chartered Financial Planning firm based in Esher, Surrey, offering bespoke wealth management, investment advisory, and estate planning services. With over 50 years of experience, we provide independent, client-focused solutions tailored to individuals, families, and charities. Our expertise spans retirement planning, tax optimisation, and multi-generational wealth preservation.
Wealth Management Investment Management Financial Planning
Professional and courteous Prudent fund management Regular portfolio reviews
2 reviews
Chiltern Consultancy
High Wycombe, HP14 (7.9 mi mi)
23 Years
2 reviews
Chiltern Consultancy offers independent financial planning services in Stokenchurch, Buckinghamshire. We specialise in investment, pension, and protection advice for individuals and businesses. With 20 years of experience and FCA regulation, our team of chartered advisers delivers tailored solutions supported by advanced technology and industry-leading research.
Investment Advice Pension Planning Protection
Reliable and trustworthy Excellent service Professional approach
Financial Planning Partners provides independent financial advisory services specialising in retirement planning, investment management, and estate optimisation. Based in Crowthorne, Berkshire, we serve senior executives, business owners, and affluent families across the Thames Valley. Our client-centric approach combines over 25 years of industry expertise with Chartered professional standards to deliver tax-efficient, sustainable financial solutions.
Retirement Planning Investment Management Estate Planning
Extremely courteous Professional team Confidence in planning
Not rated yet
The Safe Insurance Agency
Gerrards Cross, SL9 (7.6 mi mi)
50+ Years
Not rated yet
The Safe Insurance Agency provides independent financial advisory services specialising in pensions, mortgages, equity release, and retirement planning. Based in Maidenhead, we deliver tailored investment strategies and protection solutions to individuals and businesses across the South East. Our client-centric approach combines regulatory compliance with advanced professional qualifications to ensure transparent, long-term financial security.
Mortgages Protection Savings and Investments
Continuing care and attention Kind advice and service Helpful summation of affairs
Not rated yet
Salisbury Financial Services
Gerrards Cross, SL9 (7.6 mi mi)
40 Years
Not rated yet
Salisbury Financial Services offers bespoke wealth management and financial planning solutions tailored to families, trusts, and businesses. Our proactive approach combines tax-efficient investment strategies with comprehensive retirement and inheritance tax planning. With Chartered status and over 35 years of experience, we deliver independent advice designed to meet evolving client needs.
Wealth Management Investment Planning Inheritance Tax Planning
Highly professional Personal service Proactive reviews
Not rated yet
Integrity
Woking, GU24 (14.9 mi mi)
Not rated yet
Integrity offers bespoke financial planning services to individuals and businesses across the UK. Our expertise spans retirement strategies, tax optimisation, inheritance planning, and sustainable investing. We combine data-driven methodologies with personalised guidance to help clients navigate complex financial decisions.
Retirement Planning Tax Planning Inheritance Planning
Expert financial guidance Personalised service Trusted advisors
Not rated yet
Orchard House
Henley-on-Thames, RG9 (8.9 mi mi)
32 Years
Not rated yet
Orchard House provides independent financial advice for individuals, businesses, and vulnerable clients. Specialising in pensions, investments, tax planning, and estate management, we deliver tailored solutions across Berkshire, Buckinghamshire, Oxfordshire, Hampshire, and Surrey. Our client-centric approach ensures transparent, ethical guidance aligned with long-term financial goals.
Financial Planning Pension Advice Investment Management
Exemplary market knowledge Personal touch appreciated Clear explanations of complex concepts
Not rated yet
Charterhall Associates
Shepperton, TW17 (13.7 mi mi)
39 Years
Not rated yet
Charterhall Associates provides comprehensive financial advisory services, specialising in pensions, investments, mortgages, and protection planning. Based in Shepperton, we combine over three decades of industry experience with FCA-authorised expertise to deliver tailored financial solutions. Our client-focused approach ensures clarity and transparency in all advisory services.
Pension Planning Investment Advice Mortgage Advice
Professional and unpressurised approach Honesty and integrity Helped achieve financial goals
Windsor (4.9 mi) Beaconsfield (6.6 mi) Gerrards Cross (7.6 mi) High Wycombe (7.9 mi) Henley-on-Thames (8.9 mi) Crowthorne (11.5 mi) Shepperton (13.7 mi) Reading (14.1 mi) Woking (14.9 mi) West Byfleet (14.9 mi)