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

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  • Finsbridge Financial Planning

    Reading
    FCA verified
    We are a Chartered Financial Planning firm, providing evidence based independent financial planning, mortgage, insurance and tax advice to private clients, trusts and small businesses. We have offices in London Kent, Surrey, Essex, Berks and Hants.
    420
    £50k+
    Can help with
    Pensions & retirement

  • Protect and Invest Ltd

    Stratfield mortimer
    FCA verified
    Chartered Independent Financial Planners based in Newbury , specialising in Pension and Retirement Planning, Investments and Estate Planning.
    79
    £0+
    Can help with
    Pensions & retirement

  • Talis

    Warfield
    FCA verified
    Experienced Independent Financial Consultant, skilled in providing Holistic Financial Planning to individuals and corporate clients including Retirement and Intergenerational Planning, Investment Advice, and Business succession and continuity planning.
    126
    £100k+
    Can help with
    Pensions & retirement
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  • Saltus Partners LLP

    Slough
    FCA verified
    Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.
    379
    £250k+
    Can help with
    Pensions & retirement

  • Fairstone Group

    Bracknell
    FCA verified
    Fairstone incorporates one of the largest chartered financial planning firms in the UK and is the number one rated wealth management house on Trustpilot.
    10449
    £0+
    Can help with
    Pensions & retirement

  • Sandringham Financial Partners

    Sunningdale
    FCA verified
    I help clients make sense of their financial situation, by clarifying their options, understanding their present position, and giving the best advice to suit their needs.
    213
    £150k+
    Can help with
    Pensions & retirement

  • Humboldt Financial

    Reading
    FCA verified
    As a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.
    4999
    £50k+
    Can help with
    Pensions & retirement

  • H B Dobbin Financial Planning Limited

    Windsor
    FCA verified
    HB Dobbin are Independent Financial Advisers (est 1948). We provide tailored financial planning and investment advice to individuals, trustees,and companies.
    11
    £100k+
    Can help with
    Pensions & retirement

  • Truly Independent Limited

    Bracknell
    FCA verified
    Offering a free initial meeting, we provide independent regulated advice on Investments, Pensions and Inheritance Tax Planning. We take the stress out of investing helping clients of all wealth levels.
    29
    £50k+
    Can help with
    Pensions & retirement

  • Douglas Steers & Company

    Holybrook
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    4739
    £50k+
    Can help with
    Pensions & retirement

How can a financial adviser help me?

An independent financial adviser (IFA) can help you with many of life’s big financial decisions, such as:

  • Accessing your pensions
  • Choosing how to take your pension income
  • Investing for the medium or long term
  • Protecting your family finances
  • Finding life insurance, critical illness cover and income protection
  • Starting a business
  • Setting up and managing a personal pension
  • Funding long-term care for yourself or a loved one
  • Leaving an inheritance while minimising tax

Your IFA will assess your whole financial situation and give you unbiased advice on the options available to you. They will also source financial products for you, independently of product providers, so you can choose the most suitable ones from the whole of the market. Finally, they will handle all the necessary administration, to save you time and hassle.

Why use Unbiased?

Unbiased is the place to find advisers you can trust. Our site offers one of the easiest and quickest ways to find the right professional for you. Every professional is appropriately regulated, qualified and independent of product providers, so you can be sure of finding unbiased advice. Our smart system can match an available professional to your requirements, so there’s no time-consuming shopping around. Alternatively, you can browse a list of local professionals and filter them to suit your preferences.