Top 20 Independent Financial Advisers in Stratfield Mortimer

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  • Protect and Invest Ltd

    Stratfield mortimer
    Chartered Independent Financial Planners based in Newbury , specialising in Pension and Retirement Planning, Investments and Estate Planning.
    79
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Berkshire IFA

    Stratfield mortimer
    We are an Independent Financial Advisers offering bespoke advice for pensions, investments, company pension transfers, final salary pensions, mortgages and inheritance tax planning.
    382
    £100k+
    9.7
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Burghfield
    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.
    11844
    £100k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Beesure Financial Planning

    Reading
    Invest yourself, Protect yourself, Bee yourself.
    68
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • 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
  • Ben Middleton at True Potential Wealth Management LLP

    Chineham
    Helping my clients achieve their financial goals is at the heart of my business. I have been in financial services for over 26 years and have a wealth of knowledge and expertise in pensions, including Defined Benefit schemes, and investments.
    68
    £100k+
    9.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Brilliance Financial Planning

    Reading
    We are highly approachable and happy to discuss your needs and options informally. Call us today for a chat!
    281
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Reading
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    8926
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Talis

    Reading
    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+
    8.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Mather and Murray Financial

    Basingstoke
    Independent pension and investment advice. Initial no obligation meeting at no cost. Whole of market mortgage and protection advisers.
    1271
    £0+
    8.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Protect and Invest Ltd - Sarah Blyth

    Reading
    Chartered Independent Financial Planners covering Newbury, Basingstoke, Winchester, Reading and surrounding areas. We specialise in all aspects of financial planning and provide friendly, easy to understand advice to help you get your finances on track.
    New adviser
    £20k+
    9.0
    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.
    10981
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Acorn Independent Financial Advisers

    Rooksdown
    At Acorn Independent Financial Advisers we strive to provide an exceptional service supported by a comprehensive range of financial solutions.
    235
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Quilter Financial Advisers - Tony Woodward

    Reading
    Financial planning expert qualified in Final Salary Pensions, Investments and Long Term Care. Trusted advice: it's all about your needs.
    101
    £100k+
    9.7
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Tilney

    Reading
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • FACET Investment Management Ltd

    Reading
    We are an Independent Financial Advisor & Discretionary Fund Manager, offering Independent Financial Advice, Wealth Management, Later Life Planning & Mortgage Advice.
    12
    £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
  • Rosemount Wealth Management IFA

    Reading
    We pride ourselves on the relationships we build with our clients, helping them reach their Protection goals.
    New adviser
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Mortgages
  • 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+
    7.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Basingstoke
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    8926
    £50k+
    7.0
    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.