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

Find the best FCA regulated financial advisers in Beedon. Get expert help near you with pensions, investments, retirement planning and more
Beedon, West Berkshire
Berkshire IFA

Berkshire IFA

Hermitage
Initial consultation free
FCA verified
Independent
We offer a no cost or obligation initial fact find meeting, to talk through the financial and personal outcomes you seek. We are fully independent so can offer whole of market advice on pensions, investments, Inheritance tax planning, and wealth planning.
Clients
helped
1519
Minimum
wealth
£100k+
Meet the team
Ashton Eddolls
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Mortgages
White Horse Wealth Management

White Horse Wealth Management

Chilton
Initial consultation free
FCA verified
Restricted
Unsure if you can achieve your goals? We provide personalised financial advice by spending time understanding your circumstances and requirements so that you can make fully informed, confident decisions on how best to reach your objectives.
Clients
helped
20
Minimum
wealth
£50k+
Meet the team
Duncan Wells
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Business
Evelyn Partners

Evelyn Partners

Chilton
Initial consultation free
FCA verified
Restricted
"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."
Clients
helped
996
Minimum
wealth
£500k+
Meet the team
H
L
M
D
C
+6
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Stockbroking services
HG IFA Limited

HG IFA Limited

Shaw and donnington
Initial consultation free
FCA verified
Independent
Sensible, independent, and unbiased financial planning that empowers you to make informed decisions. Experts in Pensions, Investments, Trusts, Inheritance Tax Mitigation, and Private Client work.
Clients
helped
59
Minimum
wealth
£500k+
Meet the team
Andrew Evans
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care
Saltus Partners LLP

Saltus Partners LLP

Speen
Initial consultation free
FCA verified
Independent
Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.
Clients
helped
1045
Minimum
wealth
£250k+
Meet the team
Phil Bevan
Lawrence Brady
Megan Jenkins
Jack Munday
Michelle Midgen
+18
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Fairstone Group

Fairstone Group

Shaw and donnington
Initial consultation free
FCA verified
Independent
Fairstone is one of the top 10 wealth management companies in the UK with more than 50 offices across the country. With a 5-star Trustpilot rating and over 500 advisers, we offer a full range of financial advice and wealth management services.
Clients
helped
15109
Minimum
wealth
£0+
Meet the team
Steven Richardson
Richard Cox
Mervyn Casserly
Martin Green
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Keith Whitehead - True Potential LLP

Keith Whitehead - True Potential LLP

Thatcham
Initial consultation free
FCA verified
Restricted
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.
Clients
helped
625
Minimum
wealth
£150k+
Meet the team
KEITH WHITEHEAD
Can help with
Pensions & retirement
Savings
Berkshire IFA

Berkshire IFA

Newbury
Initial consultation free
FCA verified
Independent
We offer a no cost or obligation initial fact find meeting, to talk through the financial and personal outcomes you seek. We are fully independent so can offer whole of market advice on pensions, investments, Inheritance tax planning, and wealth planning.
Clients
helped
1519
Minimum
wealth
£100k+
Meet the team
Ashton Eddolls
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Mortgages
Octopus Money

Octopus Money

Newbury
Initial consultation free
FCA verified
Restricted
You’ve worked hard for your money – now make sure it’s working hard for you. Octopus Money is here to change the financial advice industry for the better. We're a certified B-corp, built on 25 years of experience and named Advice Firm of the Year 2025.
Clients
helped
100
Minimum
wealth
£250k+
Meet the team
Owen Lewis
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Douglas Steers & Company

Douglas Steers & Company

Newbury
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10451
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Simeon Page
+7
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Frequently Asked Questions about Financial Advisers in Beedon