Showing the top 5 rated and reviewed Financial Advisers and Mortgage Brokers near Reading (out of 1173)

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153 reviews

90 recent reviews

4.7 out of 5

John Aubrey

Ascot Lloyd

153 reviews

90 recent reviews

Top Rated 2024

John Aubrey

Ascot Lloyd

0118 443 0016

Areas of expertise: John’s main aim is to make clients' lives easier! John sees his role as one of simplifyi...

Areas of expertise: John’s main aim is to make clients' lives easier! John sees his role as one of simplifying the often confusing world of finance to help clients make informed ...

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Reading (0.56 miles away)

Independent Financial Adviser

Verified since December, 2020

Savings/pensions: Any level

Services offered:

Investments and Savings

Top Rated 2024

92 reviews

74 recent reviews

4.7 out of 5

Lynn Healy

Ascot Lloyd

92 reviews

74 recent reviews

Top Rated 2024

Lynn Healy

Ascot Lloyd

0118 443 0016

I have been advising on investment , pensions and tax planning since 2003 and prior to qualifying as a financi...

I have been advising on investment , pensions and tax planning since 2003 and prior to qualifying as a financial adviser I worked in the legal profession as a tax and trusts manage...

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Reading (0.56 miles away)

Independent Financial Adviser

Verified since December, 2023

Savings/pensions: Any level

Services offered:

Investments and Savings

Pensions

Retirement income (annuities, drawdown)

Insurance & Protection

Top Rated 2024

66 reviews

53 recent reviews

4.9 out of 5

Matthew Hall

Ascot Lloyd

66 reviews

53 recent reviews

Top Rated 2024

Matthew Hall

Ascot Lloyd

0118 443 0189

I hold the Diploma in Financial planning and am a member of the Chartered Insurance Institute. I have been in ...

I hold the Diploma in Financial planning and am a member of the Chartered Insurance Institute. I have been in the Financial Services industry since 1998. I deal with all types of...

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Reading (0.56 miles away)

Independent Financial Adviser

Verified since January, 2024

Savings/pensions: Any level

Services offered:

Investments and Savings

Top Rated 2024

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98 reviews

35 recent reviews

4.9 out of 5

Dan Barnard

Finli (FA92) Ltd

98 reviews

35 recent reviews

Top Rated 2024

Dan Barnard

Finli (FA92) Ltd

0118 443 0189

I am a Financial Adviser at Finli (FA92), with 25 years’ experience in the Financial Services sector. I believ...

I am a Financial Adviser at Finli (FA92), with 25 years’ experience in the Financial Services sector. I believe in helping my clients achieve both their short term and long term fi...

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Reading (0.33 miles away)

Restricted Financial Adviser

Verified since October, 2023

Free one hour initial consultation

Mortgage value: Any level

Savings/pensions: Any level

Services offered:

Investments and Savings

Pensions

Mortgages

Retirement income (annuities, drawdown)

+ 2 more

Top Rated 2024

71 reviews

71 recent reviews

4.9 out of 5

Mark Woodruff

Eight Wealth Management, Principal Partner of St. James's Place

71 reviews

71 recent reviews

Mark Woodruff

Eight Wealth Management, Principal Partner of St. James's Place

0118 443 0107

Hello! I'm Mark Woodruff, a passionate advocate for financial empowerment and strategic wealth management. Wit...

Hello! I'm Mark Woodruff, a passionate advocate for financial empowerment and strategic wealth management. With a background as a Chartered Financial Planner and a qualified actuar...

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Reading (3.04 miles away)

Restricted Financial Adviser

Verified since April, 2024

Free 30 minute initial consultation

Mortgage value: Any level

Savings/pensions: Any level

Services offered:

Investments and Savings

Pensions

Mortgages

Retirement income (annuities, drawdown)

+ 6 more