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

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  • Pennymatters Ltd

    Woodley
    FCA verified
    27
    £0+
    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.
    1294
    £250k+
    Can help with
    Pensions & retirement

  • Berkshire IFA

    Newbury
    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.
    1294
    £250k+
    Can help with
    Pensions & retirement
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  • AFH Wealth Management LTD

    Sandhurst
    FCA verified
    The UK’s leading financial planning led wealth management firm. Providing independent financial planning and investment management services to clients who value a long-term relationship
    1558
    £100k+
    Can help with
    Pensions & retirement

  • The Private Office

    Slough
    FCA verified
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    26948
    £100k+
    Can help with
    Pensions & retirement

  • The Private Office

    Earley
    FCA verified
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    26948
    £100k+
    Can help with
    Pensions & retirement

  • Berkshire IFA

    Hungerford
    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.
    1294
    £250k+
    Can help with
    Pensions & retirement

  • David Asbridge True Potential Wealth Management LLP

    Stratfield mortimer
    FCA verified
    With True Potential Wealth Management, you will benefit from quality, bespoke financial advice that focuses on your personal goals and aspirations, helping you do more with your money.
    < 10
    £100k+
    Can help with
    Pensions & retirement

  • D M Cager (Financial Services) Limited

    Maidenhead
    FCA verified
    < 10
    £0+
    Can help with
    Pensions & retirement

  • Humboldt Financial

    Reading
    FCA verified
    As a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.
    4885
    £50k+
    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.