20 Best Financial Services in Wokingham August 2026

Following are the list of 20 top rated Financial Services near me in Wokingham, United Kingdom as per their rating and reviews.

Clark & Poole

Innovation House, Molly Millars Cl, Wokingham RG41 2RX, United Kingdom

Location: (51.405534, -0.842138)

Rating: 5/5 (3) Votes

CONTACT DETAILS

Thames Valley Investments

Crowthorne RG45 6LS, United Kingdom

Location: (51.367029, -0.816586)

Rating: 5/5 (1) Votes

CONTACT DETAILS

Tara Financial Services Ltd

The Studio, Broad St, Wokingham RG40 1BW, United Kingdom

Location: (51.4105492, -0.8348244)

Rating: 5/5 (1) Votes

CONTACT DETAILS

Premier Financial Services

Albany House, 14 Shute End, Wokingham RG40 1BJ, United Kingdom

Location: (51.4117794, -0.8376944)

Rating: 5/5 (1) Votes

CONTACT DETAILS

Professional Financial Centre Thames Valley Ltd

Meadow Gate, Woods Farm, Easthampstead Rd, Wokingham RG40 3AE, United Kingdom

Location: (51.4028179, -0.815046)

Rating: 5/5 (1) Votes

CONTACT DETAILS

Faron Partnership Ltd

14 Shute End, Wokingham RG40 1BJ, United Kingdom

Location: (51.411828, -0.837744)

Rating: 5/5 (1) Votes

CONTACT DETAILS

Employee Benefits Partnership Ltd & EBP Financial Planning

Trinity Court, Molly Millars Ln, Wokingham RG41 2PY, United Kingdom

Location: (51.4043474, -0.8445739)

Rating: 5/5 (1) Votes

CONTACT DETAILS

Vaile Allen Financial Ltd

2 Beechnut Cl, Wokingham RG41 4BJ, United Kingdom

Location: (51.4068574, -0.8564556)

Rating: 5/5 (1) Votes

CONTACT DETAILS

Lawson Financial Management

60 Bearwood Rd, Barkham, Wokingham RG41 4SY, United Kingdom

Location: (51.4020029, -0.8760084)

Rating: 5/5 (1) Votes

CONTACT DETAILS

Axis Financial Planning Ltd

Hargam House, 40 Sandhurst Rd, Finchampstead, Wokingham RG40 3JD, United Kingdom

Location: (51.3869791, -0.8454751)

Rating: 5/5 (1) Votes

CONTACT DETAILS

Simon Reid Wealth Management

Staverton House, Wokingham RG40 2EH, United Kingdom

Location: (51.4105186, -0.830109)

Rating: 5/5 (1) Votes

CONTACT DETAILS

Manor Wealth Management Ltd

Albany House, 14 Shute End, Wokingham RG40 1BJ, United Kingdom

Location: (51.4117794, -0.8376944)

Rating: 5/5 (1) Votes

CONTACT DETAILS

Distinct Wealth Management Services Ltd

11 Moor Cl, Finchampstead, Wokingham RG40 4EZ, United Kingdom

Location: (51.3825605, -0.862881)

Rating: 5/5 (1) Votes

CONTACT DETAILS

Nick Hutchings

3 Luckley Wood, Wokingham RG41 2EW, United Kingdom

Location: (51.3981499, -0.8376057)

Rating: 5/5 (1) Votes

CONTACT DETAILS

Strata Residential Finance plc

Walnut Court, 3, Rose St, Wokingham RG40 1XU, United Kingdom

Location: (51.4116629, -0.8319716)

Rating: 5/5 (1) Votes

CONTACT DETAILS

Premier Financial Services

4 Anvil Court, Denmark Street, Wokingham RG40 2BB, United Kingdom

Location: (51.4085716, -0.8354222)

Rating: 5/5 (1) Votes

CONTACT DETAILS

Serenity Lifestyle Planning

20 Broad St, Wokingham RG40 1AH, United Kingdom

Location: (51.4109779, -0.8354324)

Rating: 5/5 (1) Votes

CONTACT DETAILS

Paul Manning & Associates Ltd

32 Manor Park Dr, Finchampstead, Wokingham RG40 4XE, United Kingdom

Location: (51.3781753, -0.8665336)

Rating: 5/5 (1) Votes

CONTACT DETAILS

Rolt Financial Management

2 Arlington Square, Downshire Way, Bracknell RG12 1WA, United Kingdom

Location: (51.4153747, -0.7581711)

Rating: 5/5 (1) Votes

CONTACT DETAILS

Ascot Asset Management Ltd

Suite 3 Acorn House, Longshot Lane, Bracknell RG12 1RL, United Kingdom

Location: (51.413935, -0.773473)

Rating: 5/5 (1) Votes

CONTACT DETAILS

Total Rating: 5.0/5 (22) Votes

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We found these results matching your query on the web

Wokingham - Trident Finance

tridentfp.co.uk

Trident Financial Planning offer a range of services in Wokingham · Investments · Investment Bonds (Onshore | Offshore Bonds) · Pensions · ISA's · Trusts · Estate ...

Spend Time Financial Planning Wokingham

www.spendtimefp.com

Wokingham | Independent Financial Adviser | Financial Planning Advice | Pensions and Investments.

Nathan Hillyer, Financial Planning Consultant in Wokingham - Quilter

www.quilter.com

I am a Financial Adviser based in the RG41 and KT7 areas, working in financial services since 2014. I don't pretend to have seen everything, but I've seen ...

Partners Financial Services | Wokingham - Facebook

www.facebook.com

Contact us for more information. 0330 043 9023 [email protected] Your home may be repossessed if you do not keep up repayments on your mortgage.

Tara Financial Services Ltd | Financial Services | Albany House, 14 ...

www.tarafinancial.co.uk

Whether investing for growth, income or both, we can provide a full investment and portfolio planning service for you. Image by Scott Graham ...

Top 10 Independent (IFAs) & Restricted Financial Advisers in ...

www.unbiased.co.uk

Top 10 Independent (IFAs) & Restricted Financial Advisers in Wokingham ; Tindle Wealth Management Ltd. Finchampstead · 34 ; The Private Office. Charvil · 41389.

UnaVida Wealth Management Ltd: Unique Financial Planning ...

unavida.co.uk

Office 3, Trinity Court, Molly Millars Lane, Wokingham, RG41 2PY. Unique Financial Planning & Investment Services. Comprehensive Financial Planning for Wealth ...

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Last Updated: Aug 02, 2026