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

On your side It’s our mission to deliver the best possible solutions for clients and to do this we utilise the latest technology and market-leading products. We invest in this to better serve our clients and create a smoother planning process.

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.

Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.

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.

We look forward to helping you achieve your financial goals, from building long-term security and planning for retirement to protecting your family and making your money work harder through effective tax planning.

Adviser with over 25 years' experience helping people maximise the financial opportunities available to them. Common sense advice, focussing on reducing your investing costs and giving you peace of mind that you're on track.

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.

Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.

Independent pension and investment advice. Initial no obligation meeting at no cost. Whole of market mortgage and protection advisers.

We’re a team of independent financial planners based across the South West. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.