Business Details
20 Years
experience
Your Trusted Financial Planning Partner in Maidenhead
At Waterside Wealth, we combine professional expertise with a deep commitment to personalized service. Operating within a highly regulated environment, our practice transcends conventional financial planning by fostering lasting relationships with clients and prioritizing positive financial outcomes. Since our inception, we have focused on delivering impartial advice tailored to individual aspirations, guided by a team with decades of combined experience in finance and accountancy. Our approach recognises the humanity behind every financial decision, ensuring each clients unique circumstances are met with diligence and care. Through strategic planning in areas such as debt management, equity release, and estate distribution, we empower informed choices that align with long-term goals.Our adherence to rigorous standards, including authorization by the Financial Conduct Authority, underscores our dedication to transparency and ethical practice. We continuously invest in staff training to address evolving client needs, particularly supporting vulnerable clients with sensitivity and appropriate resources. By integrating advanced systems with flexible service delivery, we ensure accessibility for all clients while maintaining a client-centric philosophy. Our mission remains to transform financial planning into a meaningful partnership, where every recommendation reflects our clients aspirations. This enduring commitment to quality, integrity, and tailored guidance defines our role as trusted financial advisers in Maidenhead and beyond.
Services
Financial Planning
Debt Management
Equity Release
Estate Planning
Investment Strategy
Retirement Planning
Risk Management
Tax Planning
Annual Reviews
Wealth Preservation
Details
- Year established: 2006
Highlights and features
- We offer over 25 years of experience in personalized financial planning.
- Our team provides completely impartial advice tailored to your goals.
- We are authorized and regulated by the Financial Conduct Authority.
- We focus on nurturing lasting client relationships through transparency.
- We deliver consistent outcomes with strategic, client-centric solutions.
Associations and certifications
- Financial Conduct Authority
Services
Financial Planning
We offer comprehensive financial planning tailored to individual goals, covering retirement, estate distribution, and debt management. Our FCA-regulated advisors provide impartial advice to empower informed decisions. With a focus on long-term security, we develop strategies that align with clients aspirations and evolving circumstances.
Estate Planning
Our estate planning services ensure seamless asset distribution while minimizing tax liabilities. We guide clients through wills, trusts, and legal frameworks to protect their legacy. By addressing potential challenges proactively, we help families secure their financial future with clarity and confidence.
Investment Strategy
We design customized investment strategies to grow wealth aligned with risk tolerance and objectives. Our data-driven approach balances growth and security, regularly reviewed for market changes. Clients benefit from transparent reporting and ongoing adjustments to maintain optimal performance.
People
Mark Alghita
Financial Adviser
Mark Alghita, a financial adviser since 1997, manages Waterside Wealths practice with expertise in strategic financial planning. He holds a degree in Finance & Accountancy and prioritizes client-centric solutions. Outside work, he enjoys golf and family time with his two daughters.
Dianne Brackley
Administrative Support
Dianne Brackley has supported Waterside Wealths operations since 2012, managing client appointments and administrative tasks. Her community involvement includes volunteering for local organizations. She brings organization and empathy to client interactions while balancing family commitments.
Questions
What services does Waterside Wealth offer?
We provide financial planning, estate distribution, investment strategy, retirement planning, and debt management services. Our FCA-regulated advice ensures tailored solutions for long-term security.
How are Waterside Wealth’s advisers qualified?
Our advisers hold industry certifications and have decades of combined experience, including specialized training in ethical financial planning and supporting vulnerable clients.
Do you work with clients outside Maidenhead?
While based in Maidenhead, we assist clients across Berkshire and beyond through virtual consultations and personalized service.
How do you support vulnerable clients?
We follow FCA guidelines to identify and assist vulnerable clients through flexible communication, third-party involvement when needed, and tailored support documented in our policies.
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