Money Matters: Discover the Best Financial Advisers in Gerrards Cross

The Safe Insurance Agency Ltd is an independent financial adviser firm based in Maidenhead, Berkshire. We specialize in providing advice for customers approaching, or at, retirement, and also those who have already retired. With over 60 years of experience, we deliver exceptional levels of service and high-quality impartial advice to clients. Our team, led by John Ashworth, holds various certifications and qualifications, including the Advanced Financial Planning Qualification and accreditation as a Member of the Society of Later Life Advisers. We focus on good personal service, confidential quality advice, and trustworthy relationships with our clients.

Salisbury Financial Services Ltd has built a respected reputation for providing independent financial advice to private individuals and businesses. With over 30 years of service, we offer a personal and unbiased approach to financial planning, providing tailor-made plans and portfolios to maximize income and capital growth. We provide a range of services including investment, pension, mortgage, and insurance advice. Our team of specialists covers pension, investment, and mortgage matters, ensuring that your financial needs are met. We pride ourselves on close working relationships with clients and provide an unbiased view at all times. Our services cater to clients all over the UK and offshore.