Top 10 Independent (IFAs) & Restricted Financial Advisers in Berkshire
- "Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."Clients642
helpedMinimum£500k+
wealthPensions & retirement - 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.Clients37425
helpedMinimum£100k+
wealthPensions & retirementNot sure which adviser to pick?Answer a few questions to help us find you the perfect match. - 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.ClientsRecently added
helpedMinimum£0+
wealthPensions & retirement - If you’re new to financial advice, we understand that taking the first step can feel daunting. That’s why we take the time to talk with you, to listen carefully, understand your financial situation, and learn what matters most to you.Clients63
helpedMinimum£150k+
wealthPensions & retirement - Ensuring that your finances are being looked after and managed effectively, from an investment and tax perspective, is vitally important. Mistakes can be costly. This is where my knowledge and expertise can help you achieve your financial dreams.Clients199
helpedMinimum£100k+
wealthPensions & retirement - Eight Financial Advice has been providing advice for over 20 years as a partner practice of St. James’s Place. We provide broad-based advice, mainly to directors, professionals and retirees, helping them with practical financial planning solutions.Clients193
helpedMinimum£150k+
wealthPensions & retirement - I have joined True Potential Wealth Management as an experienced Financial Planner, with a wealth of knowledge and expertise, particularly in the complex areas of investments and pensions, including Defined Benefit/Final Salary advice.Clients615
helpedMinimum£150k+
wealthPensions & retirement - We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.Clients2088
helpedMinimum£100k+
wealthPensions & 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.