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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  • Neil Dawson - True Potential Wealth Management

    Earley
    FCA verified
    I have been advising my clients for over 20 years, with particular expertise in redundancy benefits and pension & retirement planning. I will guide you through the complexities of planning, allowing you to make fully informed decisions about your future.
    108
    £100k+
    Can help with
    Pensions & retirement
  • Ascot Wealth Management Limited

    Wexham court
    FCA verified
    Our unique approach to Financial Planning and Wealth Management means we put you as our client first.
    196
    £50k+
    Can help with
    Pensions & retirement
  • Truly Independent Limited

    Newbury
    FCA verified
    Offering a free initial meeting, we provide independent regulated advice on Investments, Pensions and Inheritance Tax Planning. We take the stress out of investing helping clients of all wealth levels.
    110
    £50k+
    Can help with
    Pensions & retirement
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  • Cullen Wealth

    Purley on thames
    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
  • Marcus Brooks Arcus Wealth

    Reading
    FCA verified
    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.
    Recently added
    £0+
    Can help with
    Pensions & retirement
  • Impartial Financial Advice Ltd

    Sunninghill and ascot
    FCA verified
    - Usually, the best financial advice will be the most straightforward. - We favour investment & pension solutions which have low ongoing charges, to leave more for the investor. - Approved by In Partnership FRN 192638 October 2024.
    340
    £50k+
    Can help with
    Pensions & retirement
  • Advanta Wealth

    Earley
    FCA verified
    With Advanta it’s always personal. We offer professional financial planning, with a personal touch. It’s how we’ll help you plan for the future and grow your wealth in a way that’s just right for you. Your way.
    919
    £250k+
    Can help with
    Pensions & retirement
  • Simon Jones at Continuum Financial Services LLP

    Finchampstead
    FCA verified
    My approach is to truly listen to your story, define what you want to achieve financially and help you build a strategy for success. There is no cost to our first meeting.
    90
    £250k+
    Can help with
    Pensions & retirement
  • The Bridge Financial Planning

    Maidenhead
    FCA verified
    We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most.
    Recently added
    £0+
    Can help with
    Pensions & retirement
  • Titan Wealth International

    Slough
    FCA verified
    AHR Private Clients is a UK High & Ultra High Net Worth provider of Independent Financial Advice within the UK offering a clear and focused proposition for the benefit of our clients retaining their interests at the heart of everything we do.
    655
    £250k+
    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.