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BEST RATED WYCOMBE, UK FINANCIAL SERVICES

3 Best Financial Services in Wycombe, UK

Expert-recommended Top 3 Financial Services in Wycombe, UK. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence. You deserve only the best!

Eight Wealth Management Ltd
Eight Wealth Management Ltd
Eight Wealth Management Ltd
Wycombe financial services Eight Wealth Management Ltd video
3+ YEARS IN TBR
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EIGHT WEALTH MANAGEMENT LTD

(4.8 Score)
79-81 High Street, Marlow, Wycombe SL7 1AB, UK
Directions

Since 2018

Speciality:

✓ Retirement Planning ✓ Investment Planning ✓ Long Term Care ✓ Financial Protection ✓ Tax and Intergenerational Planning ✓ Corporate Financial Planning ✓ 3nines Financial Planning

“Eight Wealth Management Ltd is a team of experienced and award-winning financial advisers. Their team of financial advisers dedicates itself to delivering outstanding service and being there for you and your family. Their philosophy focuses on maintaining a long-term and trusted relationship with their clients. This relies upon providing a service of distinct quality, integrity, and excellence and providing their clients with peace of mind. Eight Wealth Management Ltd offers clients a bespoke and high-level personal service built around dedicating time to understanding their clients' needs before offering advice. The office welcomes visitors for face-to-face meetings, consultations, and seminars in designated conference rooms, complimentary Wi-Fi and full meeting facilities with refreshments.

2025 Update: Their trusted advisers offer the knowledge and experience from working with a wide variety of businesses, individuals, couples and families to establish and protect financial wellbeing. They have several offices across the south of England, conveniently located for your meeting requirements.”

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Registration 06544529

Contact:

01628 334444

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

TBR® Inspection Report:

Herbert & Webster Ltd
Herbert & Webster Ltd
Herbert & Webster Ltd
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HERBERT & WEBSTER LTD

(4.8 Score)
Marlow Place, Station Road, Marlow, Wycombe SL7 1NB, UK Directions

Since 2010

Speciality:

✓ Financial Planning ✓ Cashflow Modelling ✓ Wealth Management ✓ Pensions and Retirement ✓ Inheritance Tax Planning ✓ Later Life and Estate Planning ✓ Tax Efficiency and Planning ✓ Protection

“Herbert & Webster Ltd provides a complete financial planning and wealth management service to high-net-worth individuals and their families. Adam Herbert is the Director of this firm. His primary focus when setting up Herbert & Webster was to offer fully independent, holistic financial planning services for their clients. Herbert & Webster Ltd creates custom, tailored financial plans to help clients confidently reach their goals. Their service also includes cash flow planning, providing a complete view of their clients' financial futures. Their experienced and knowledgeable team from international financial institutions brings expertise to every client engagement. Their comprehensive financial and wealth planning service is a four-stage process with collaboration at every stage. Having identified that wealthy individuals with complex financial situations are often underserved by traditional institutions such as private banks, they are here to solve this issue by providing a complete financial planning and wealth management service.

2025 Update: You can contact them to book your free initial conversation to discuss your current financial situation. They are authorised by the Financial Conduct Authority (FCA). They have been named in the FT Adviser Top 50 Boutique Financial Advisers 2025.”

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Registration 07252045

Price:

Financial Planning £2,500
Implementation
3% - On the first £400,000
0.5% - On funds over £400,000

Contact:

01628 969525

Mon-Fri: 9am – 5pm
Sat & Sun: Closed

TBR® Inspection Report:

Logic Financial Services Ltd
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LOGIC FINANCIAL SERVICES LTD

(4.7 Score)
Bank Chambers, Hill Road, Wycombe OX49 5AB, UK Directions

Since 2013

Speciality:

✓ Savings and Investments ✓ Retirement ✓ Mortgages and Life Assurance ✓ Inheritance Tax Planning ✓ Care Planning ✓ Personal Financial Planning

“2025 Update: Logic Financial Services Ltd is a chartered Financial Planning firm. Harjeet Heer is the director of the firm. They develop a close relationship with each and every one to build mutual trust and respect. Logic Financial Services Ltd is authorised and regulated by the Financial Conduct Authority. They have a great mix of industry professionals, highly qualified advisers and paraplanners, specialist operations staff, all with one thing in common -working together to help Logic clients make the most of their assets so they can lead a financially secure life and leave a lasting legacy from generation to generation. They are based in the beautiful market town of Watlington in Oxfordshire and have staff in St Albans and London.”

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Registration 08552770

Contact:

01491 612 754

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

TBR® Inspection Report:

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EIGHT WEALTH MANAGEMENT LTD REVIEWS

Lorraine and the Eight Wealth Management team are a pleasure to work with. Lorraine is extremely knowledgeable, efficient and has a friendly but no-nonsense approach that simplifies the labyrinthine world of financial advice, helping you to make the right choices with certainty and success.

Lorraine was a breath of fresh air. She took all my pension info and consolidated, explained what I needed to do. Sorted a transfer to a new provider and worked out what to do next. Is now doing the same for my wife's pensions.

I found Lorraine Sellwood and her team to be sensitive, professional, welcoming and knowledgeable. Highly recommended.

These reviews are provided for information purposes and to help you make informed decisions.

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HERBERT & WEBSTER LTD REVIEWS

Rob our advisor has always given excellent advice from the first time we dealt with Herbert and Webster six years ago. Everything has always been explained in a way that was easy to understand and also provided paper copies so that we could read and look at before making any decisions. First class service, we can recommend Herbert and Webster to anyone looking for financial advice with a personal touch.

What a pleasure it is working with the team at Herbert & Webster! Every member of the team is genuinely passionate about the work they do and it's clear for all to see. It's this chemistry that makes it so incredibly easy to work with them. They are values driven, personable and forward thinking in their approach to financial planning and are truly focussed on making advice accessible and a positive, valuable experience for all. Keep up the incredible work, and here's to continued success.

Outstanding service, I would not hesitate to recommend to family and friends.

LOGIC FINANCIAL SERVICES LTD REVIEWS

The Team at Logic are professional and caring. The service is 1st rate, with individual circumstances at the heart of the financial recommendations. The bonus is that you are treated as a whole person and at every turn and life decision you know you can rely on them to have your back and best interests at the forefront of the advice. The team listen and act with true consideration of your personal needs. The platforms to support you are easy to use and provide the right level of information and security. The team are responsive to queries and one can drop in at short notice for advice. Great Team.

A really trustworthy, friendly company to use. I was nervous about putting my finances into a company like this but I needn't have. The process was so easy and all was explained to me. I would highly recommend Logic.

Logic Financial Services are a small company doing big things. Offering unrivalled financial advice together with best in class service, and all with a personal touch. An introduction to Lindsey and the team some years ago has transformed my family finances, helping and arranging with legal protections, pension consolidation, tax efficient investment and future retirement planning. A great company with great people.

TBR® Inspection Score Report

EIGHT WEALTH MANAGEMENT LTD Total Inspection Points: 115/120
Business Hours: 8
Experience: 8
Complete Info: 9
Business Images: 10
Contact Info: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Reviews Accuracy of : 10
Videos: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

HERBERT & WEBSTER LTD Total Inspection Points: 114/120
Experience: 8
Business Hours: 9
Business Images: 9
Complete Info: 9
Reviews Accuracy of : 9
Contact Info: 10
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Pricing: 10
Website Standard: 10

TBR® Inspection Score Report

LOGIC FINANCIAL SERVICES LTD Total Inspection Points: 113/120
Acknowledgements: 9
Business Hours: 9
Complete Info: 9
Contact Info: 9
Current Evaluation: 9
Reviews Accuracy of : 9
Reviews Study: 9
License: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Website Standard: 10
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