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

Find the best FCA regulated financial advisers in Reading. Get expert help near you with pensions, investments, retirement planning and more
Reading
Cepen Independent Financial Advice

Cepen Independent Financial Advice

Reading
Initial consultation free
FCA verified
Independent
I offer bespoke solutions for Individual and Corporate Clients in Investments, Pensions, Savings and Protection, backed by 25 years experience of providing advice centred around your requirements.
Clients
helped
109
Minimum
wealth
£50k+
Meet the team
Kelvin Wells
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Douglas Steers & Company

Douglas Steers & Company

Reading
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10622
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Simeon Page
+7
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Octopus Money

Octopus Money

Reading
Initial consultation free
FCA verified
Restricted
You’ve worked hard for your money – now make sure it’s working hard for you. Octopus Money is here to change the financial advice industry for the better. We're a certified B-corp, built on 25 years of experience and named Advice Firm of the Year 2025.
Clients
helped
107
Minimum
wealth
£250k+
Meet the team
Owen Lewis
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
M&G Advice

M&G Advice

Reading
Initial consultation free
FCA verified
Restricted
We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
Clients
helped
2285
Minimum
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings
Evelyn Partners

Evelyn Partners

Reading
Initial consultation free
FCA verified
Restricted
"Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
Clients
helped
1081
Minimum
wealth
£500k+
Meet the team
H
L
M
D
C
+6
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Stockbroking services
Acuity Professional  Advisers

Acuity Professional Advisers

Reading
Initial consultation free
FCA verified
Independent
Acuity Professional are a full-spectrum financial services firm offering bespoke financial advice, tailored to your individual needs and objectives. We work proactively to help our clients attain financial freedom and enjoy their life's work.
Clients
helped
62
Minimum
wealth
£100k+
Meet the team
Stewart Davidson
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Savings
Business
Long Term Care
Mortgages
Douglas Steers & Company

Douglas Steers & Company

Reading
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10622
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Simeon Page
+7
Can help with
Pensions & retirement
Financial planning
Investments
Savings
In Partnership

In Partnership

Reading
Initial consultation free
FCA verified
Independent
We offer Independent Financial Advice and offer every client a bespoke solution to their needs. All 1st consultations are free so there is nothing to lose and everything to gain.
Clients
helped
1053
Minimum
wealth
£500k+
Meet the team
Ryan van den Bergh
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Steve Harris at True Potential Wealth Management

Steve Harris at True Potential Wealth Management

Reading
Initial consultation free
FCA verified
Restricted
Ensuring that your finances are being looked after and managed effectively, from an investment and tax perspective, is vitally important. Mistakes can be costly. This is where my knowledge and expertise can help you achieve your financial dreams.
Clients
helped
218
Minimum
wealth
£100k+
Meet the team
Steve Harris
Can help with
Pensions & retirement
Financial planning
Savings
Fidelius Ltd

Fidelius Ltd

Reading
Initial consultation free
FCA verified
Independent
Our clients often come to us at some of the most important stages of their lives or their business journeys. They want to work with people who take the time to understand them and their needs and plan their future together. They get that from Fidelius.
Clients
helped
29
Minimum
wealth
£100k+
Meet the team
Rachel Henley
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
Frequently Asked Questions about Financial Advisers in Reading