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

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  • Saltus Partners LLP

    Burghfield
    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.
    380
    £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.
    10467
    £0+
    Can help with
    Pensions & retirement

  • Nick Cassidy at True Potential Wealth Management

    Reading
    FCA verified
    Formerly a solicitor, I am now a fully qualified Financial Planner, with specialisms in Defined Benefit and Defined Contribution pension transfers, Pension & Divorce cases, drawdown and general retirement planning.
    73
    £100k+
    Can help with
    Pensions & retirement
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  • David Asbridge True Potential Wealth Management LLP

    Stratfield mortimer
    FCA verified
    With True Potential Wealth Management, you will benefit from quality, bespoke financial advice that focuses on your personal goals and aspirations, helping you do more with your money.
    13
    £100k+
    Can help with
    Pensions & retirement

  • Unique Financial Planning - Liam Webb

    Reading
    FCA verified
    We cover all aspects of Financial Planning. It's about creating, protecting and distributing the wealth you need for the life you want.
    87
    £50k+
    Can help with
    Pensions & retirement

  • Berkshire IFA

    Hungerford
    FCA verified
    We offer an initial no cost meeting. We are fully Independent Financial Advisers offering bespoke advice for pensions, inheritance tax planning, investments, pension transfers, final salary pensions and mortgages.
    1318
    £250k+
    Can help with
    Pensions & retirement

  • Tara Financial Services Ltd

    Finchampstead
    FCA verified
    The Specialists in Wealth Management and Pensions planning for Individuals and businesses.
    26
    £100k+
    Can help with
    Pensions & retirement

  • Simon Jones at Continuum Financial Services LLP

    Bracknell
    FCA verified
    My approach is to truly listen to your story, define what you want to achieve financially and help you build a strategy for success. There is no cost to our first meeting.
    22
    £100k+
    Can help with
    Pensions & retirement

  • Hartsfield Financial Services

    Wokingham
    FCA verified
    We’re an award-winning team of independent financial planners and Wealth Managers. We improve the financial well-being of business owners, professionals, and those approaching retirement.
    1405
    £150k+
    Can help with
    Pensions & retirement

  • Berkshire IFA

    Reading
    FCA verified
    We offer an initial no cost meeting. We are fully Independent Financial Advisers offering bespoke advice for pensions, inheritance tax planning, investments, pension transfers, final salary pensions and mortgages.
    1318
    £250k+
    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.