BEST RATED » NEWBURY » FINANCIAL SERVICES

3 Best Financial Services in Newbury, UK

Expert recommended Top 3 Financial Services in Newbury, UK. All of our financial services actually face a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence. Only the bee's knees!

DAWN SLATER WEALTH MANAGEMENT LIMITED

27A Kingfisher Court, Hambridge Road, Newbury RG14 5SJ Directions

Since 1993

Here’s The Deal:
"
Dawn Slater Wealth Management Limited has a highly qualified financial planner, located in Kingfisher Court, Newbury. Dawn Slater is the Chartered Financial Planner and also the founder of the Dawn Slater Wealth Management Limited. She has been doing practice since 1993. They provide a comprehensive financial planning service to individuals and companies, assisting them in understanding and protecting their finances. The team gives an ongoing service to ensure you stay on track and creating a cash-flow model to build a clear picture of your financial situation. They help you gain control of your finances. They won’t just provide you with sound advice on your financial matters, and they will also ensure that you understand why, what, where, when and how. Dawn Slater Wealth Management Limited provides an initial complimentary meeting."

SPECIALITY:
Trust and Estate Planning, Savings and Investments, Retirement and Income Planning Personal and Business Protection, Critical Illness Cover, Private Medical Insurance, Long Term Care, Mortgages, Equity Release, Pensions on Divorce, Business Tax & Exit Strategies, Annuities

Registration 528347

[email protected]

dawnslater.co.uk

Reviews | Write a Review

Mon - Fri 9:00 am - 6:00 pm
Sat 9:00 am - 1:00 pm Sun Closed

TBR® Inspection Report:

GRIFFINS FINANCIAL SOLUTIONS

24-32 London Road, Griffins Court, Newbury RG14 1JX Directions

Since 1980

Here’s The Deal:
"
Griffins Financial Solutions is an independent financial adviser. Their holistic approach to planning manages you to a secure financial future. They work with customers locally, nationally and internationally to help them achieve their financial objectives. They offer a broad range of services to, business owners and managers. The business creates a tailor-made, holistic report that looks at all the aspects of your financial future. Neil Buckingham is the chartered financial planner and managing director of the Griffins Financial Solutions. He has always been interested in pensions. The majority of his work today is focused on delivering expert advice for a wide range of clients, from company pension schemes and self-invested pensions, through to income-drawing and retirement planning. Alex Breadmore is the chartered financial planner at the firm. Griffins Financial Solutions helps its clients with significant assets and complex financial needs."

SPECIALITY:
Workplace Pensions, Pensions Auto-enrolment, Wealth Management, Holistic Financial and Personal Planning, Pension Investment Advice, Personal Protection, Employee Benefits, Healthcare & Insurance

Registration 118099

Send Email

griffinsfinancial.co.uk

Reviews | Write a Review

Mon - Fri 8:30 am - 5:00 pm
Sat & Sun Closed

TBR® Inspection Report:

PROTECT AND INVEST LTD

3 Mill Lane, Newbury RG14 5RE Directions

Since 2005

Here’s The Deal:
"
Protect and Invest Ltd is the financial consultancy firm in Newbury, England, which founded with a clear objective of giving truly independent advice coupled with outstanding service. The firm has a friendly and highly qualified team who strive to find the best solutions to their client’s individual needs and give expert advice on a broad range of areas, including pensions, investments, trusts and estate planning. Melvin Czapalski, Matt Nelson and Sarah Blyth are directors and independent financial planners at the Protect and Invest Ltd. Also, they offer you an initial, no-obligation consultation meeting free of charge to establish your needs and whether they can make a positive difference. Protect and Invest Ltd is based in Newbury, Berkshire, and predominantly serve in the Thames Valley, North Hampshire and London areas."

SPECIALITY:
Estate Planning and Equity Release, Buying Commercial Property through your Pension Scheme, Preparing for Retirement, Investments, Pension & Retirement Planning

Registration 05441658

[email protected]

protect-invest.co.uk

Reviews | Write a Review

Mon - Fri 9:00 am - 5:00 pm
Sat & Sun Closed

TBR® Inspection Report: