Top 20 Independent Financial Advisers in Berkshire

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  • Kevin Robins - True Potential Wealth Management

    Reading
    Helping my clients take control of their financial journey's and achieve their aspirations is at the heart of my business. I have a wealth of experience in all aspects of financial planning, including a specialism in Defined Benefit pension transfers.
    112
    £100k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fortis Financial Planning

    Newbury
    Fortis has experience and knowledge gained over 25+ years of providing quality advice to thousands of satisfied clients.
    49
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • LifeSearch

    Reading
    We're experts, we care, we're here so you can protect the life you love.
    150
    £0+
    10.0
    Can help with Advice areas
    & specialisation
    Mortgages
  • LifeSearch

    Slough
    We're experts, we care, we're here so you can protect the life you love.
    150
    £0+
    10.0
    Can help with Advice areas
    & specialisation
    Mortgages
  • Davenport Thomas

    Crowthorne
    Professional advice service within an ethical and transparant charging structure. Holistic service, Core areas are Pension, Investment, Inheritance Tax planning
    58
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Humboldt Financial

    Cox green
    We do more financial planning in 2 hours, than most do in 7 years
    492
    £50k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Advies Private Clients LLP - 937655

    Windsor
    Need Financial Advice. Look no further for Expert Independent Advice. We Offer a Truly Personal and Professional Service.
    116
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Earley
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    10984
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Berkshire IFA

    St nicholas and hurst
    We are an Independent Financial Advisers offering bespoke advice for pensions, investments, company pension transfers, final salary pensions, mortgages and inheritance tax planning.
    383
    £100k+
    9.8
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Scott Hanley at True Potential Wealth Management LLP

    Bracknell
    Your financial interests, goals and aspirations are of paramount importance and are at the heart of any advice I give. I have a wealth of experience and can assist you with Pensions, including Defined Benefit transfers and Investment Wealth Management.
    160
    £250k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Awa Wealth Management

    Sunningdale
    Professional, Independent Financial Planning and Investment Management Services
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    Maidenhead
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    5230
    £0+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Talis

    Bracknell
    Experienced Independent Financial Consultant skilled in providing Holistic Financial Planning to HNW and corporate clients including Retirement and Intergenerational Planning, Investment Advice, and Business succession and continuity planning.
    23
    £50k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • SM & Associates Limited Chartered Financial Advice

    Cox green
    Our experience tells us, that if you feel confident with your finances, you will have the financial freedom to enjoy what is important to you. With this in mind, we offer clear, fair, and impartial advice that you can trust.
    New adviser
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Mather and Murray Financial

    Reading
    Independent pension and investment advice. Initial no obligation meeting at no cost. Whole of market mortgage and protection advisers.
    1271
    £0+
    7.6
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Protect and Invest Ltd

    Newbury
    Chartered Independent Financial Planners based in Newbury, covering the Berkshire and Hampshire areas. We specialise in Pension and Retirement Planning, Investments, Protection and Estate Planning.
    79
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Windsor
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    11860
    £100k+
    9.6
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Impartial Financial Advice Ltd

    Sunninghill and ascot
    The best financial advice is often the most straightforward.
    208
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Griffins Financial Solutions Ltd

    Newbury
    A firm of Chartered Financial Planners offering advice on retirement planning, investments, estate planning, protection and employee benefits.
    164
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Kevin Robins - True Potential Wealth Management

    Earley
    Helping my clients take control of their financial journey's and achieve their aspirations is at the heart of my business. I have a wealth of experience in all aspects of financial planning, including a specialism in Defined Benefit pension transfers.
    112
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    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.