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

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  • Truly Independent Limited

    Bracknell
    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.
    27
    £50k+
    Can help with
    Pensions & retirement
  • Lumin Wealth

    Maidenhead
    FCA verified
    Lumin Wealth is an award-winning Chartered firm and amongst the top financial advisers in the UK. 3,000 families have chosen us as trusted partner for their wealth management.
    49
    £150k+
    Can help with
    Pensions & retirement
  • Beals Mortgage & Financial Services

    Reading
    FCA verified
    We are a Financial Services business celebrating 28 years in business. The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, our aim is to pave the way for a more secure financial future for you.
    336
    £0+
    Can help with
    Pensions & retirement
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  • Century Law Limited T/as Century Financial Planning

    Windsor
    FCA verified
    After seeing us you'll have a clear picture of your personal finances. You will have the comfort of knowing they have been reviewed by a chartered financial planner. What separate's us is that we will put you first, and not the product.
    45
    £100k+
    Can help with
    Pensions & retirement
  • Simon Jones at Continuum Financial Services LLP

    Reading
    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.
    20
    £100k+
    Can help with
    Pensions & retirement
  • John Cockerell - Alexander House Financial Planning Ltd

    Maidenhead
    FCA verified
    Providing experienced financial advice - when it comes to pensions, investments, protection and retirement planning, we aim to give honest and robust advice. We take responsibility over future years to ensure our advice is right for you and your family
    207
    £100k+
    Can help with
    Pensions & retirement
  • Berkshire IFA

    Reading
    FCA verified
    We are an Independent Financial Advisers offering bespoke advice for pensions, investments, company pension transfers, final salary pensions, mortgages and inheritance tax planning.
    1265
    £250k+
    Can help with
    Pensions & retirement
  • Berkshire IFA

    Stratfield mortimer
    FCA verified
    We are an Independent Financial Advisers offering bespoke advice for pensions, investments, company pension transfers, final salary pensions, mortgages and inheritance tax planning.
    1265
    £250k+
    Can help with
    Pensions & retirement
  • Berkshire IFA

    Reading
    FCA verified
    We are an Independent Financial Advisers offering bespoke advice for pensions, investments, company pension transfers, final salary pensions, mortgages and inheritance tax planning.
    1265
    £250k+
    Can help with
    Pensions & retirement
  • Foster Denovo

    Sunninghill and ascot
    FCA verified
    Multi-award-winning financial advisers delivering peace of mind for ambitious individuals and organisations.
    Recently added
    £100k+
    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.