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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  • Orbit Financial Planning

    Newbury
    FCA verified
    I have been advising for over 20 years and I remain passionate about having meaningful and relevant discussions to better understand a client’s needs or objectives so that we can establish a financial plan together.
    173
    £150k+
    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

  • 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
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  • Virtus Financial Planning Limited

    Winkfield
    FCA verified
    Virtus Financial Planning has been providing financial advice for over 4 years. 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.
    98
    £150k+
    Can help with
    Pensions & retirement

  • Create Wealth Management Ltd

    Slough
    FCA verified
    Chartered Financial Planners providing advice to clients seeking to make well considered and planned, good decisions with their personal finances.
    67
    £250k+
    Can help with
    Pensions & retirement

  • MPI Financial Advice

    Purley on thames
    FCA verified
    We provide a free update & advice service to help you understand your plans.
    7772
    £0+
    Can help with
    Pensions & retirement

  • True Potential Wealth Management - Jason Lynch

    Earley
    FCA verified
    I am a Chartered Financial Planner, Pensions expert and Partner with True Potential Wealth Management, specialising in the complex area of Defined Benefit/Final Salary pension advice, investments and inheritance tax planning.
    460
    £100k+
    Can help with
    Pensions & retirement

  • Nilaj Odedra at St James's Place

    Slough
    FCA verified
    As a trusted Financial Adviser and Partner of St. James’s Place, the UK’s largest wealth management company, my role is to listen, understand what you’d like to achieve, and then help build and construct a professional, tailored and robust plan.
    72
    £50k+
    Can help with
    Pensions & retirement

  • Douglas Steers & Company

    Bracknell
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    9479
    £50k+
    Can help with
    Pensions & retirement

  • MPI Financial Advice

    Woodley
    FCA verified
    We provide a free update & advice service to help you understand your plans.
    7772
    £0+
    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.