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

Find the best FCA regulated financial advisers in Berkshire. Get expert help near you with pensions, investments, retirement planning and more.
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  • Cullen Wealth

    Didcot
    FCA verified
    With a client first approach, we deliver tailored, tax-efficient financial solutions, from investments and pensions to succession and estate planning. Offering transparent, fee based advice, you can us trust to achieve your financial ambitions.
    374
    £100k+
    Can help with
    Pensions & retirement
  • Eight Financial Advice

    Woodley
    FCA verified
    Eight Financial Advice has been providing advice for over 20 years as a partner practice of St. James’s Place. We provide broad-based advice, mainly to directors, professionals and retirees, helping them with practical financial planning solutions.
    193
    £150k+
    Can help with
    Pensions & retirement
  • The Private Office

    Warfield
    FCA verified
    Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.
    37417
    £100k+
    Can help with
    Pensions & retirement
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  • Saltus Partners LLP

    Maidenhead
    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.
    923
    £250k+
    Can help with
    Pensions & retirement
  • Douglas Steers & Company

    Oxford
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    9479
    £50k+
    Can help with
    Pensions & retirement
  • Saltus Partners LLP

    Cumnor
    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.
    923
    £250k+
    Can help with
    Pensions & retirement
  • Flying Colours Advice

    Maidenhead
    FCA verified
    Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
    19854
    £250k+
    Can help with
    Pensions & retirement
  • White Horse Wealth Management

    Wallingford
    FCA verified
    Unsure if you can achieve your goals? We provide personalised financial advice by spending time understanding your circumstances and requirements so that you can make fully informed, confident decisions on how best to reach your objectives.
    15
    £50k+
    Can help with
    Pensions & retirement
  • Bellamy Wealth Management Ltd

    Thatcham
    FCA verified
    If you’re new to financial advice, we understand that taking the first step can feel daunting. That’s why we take the time to talk with you, to listen carefully, understand your financial situation, and learn what matters most to you.
    63
    £150k+
    Can help with
    Pensions & retirement
  • Douglas Steers & Company

    Purley on thames
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    9479
    £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.