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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  • 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.
    89
    £250k+
    Can help with
    Pensions & retirement

  • Protect and Invest Ltd

    Stratfield mortimer
    FCA verified
    Chartered Independent Financial Planners based in Newbury , specialising in Pension and Retirement Planning, Investments and Estate Planning.
    80
    £0+
    Can help with
    Pensions & retirement

  • Steve Harris at True Potential Wealth Management

    Reading
    FCA verified
    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.
    199
    £100k+
    Can help with
    Pensions & retirement
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  • First Sentinel Wealth

    Wexham court
    FCA verified
    459
    £100k+
    Can help with
    Pensions & retirement

  • The Private Office

    Earley
    FCA verified
    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.
    37325
    £100k+
    Can help with
    Pensions & retirement

  • The Private Office

    Barkham
    FCA verified
    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.
    37325
    £100k+
    Can help with
    Pensions & retirement

  • Evelyn Partners

    Wokingham
    FCA verified
    "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."
    628
    £500k+
    Can help with
    Pensions & retirement

  • Simon Jones at Continuum Financial Services LLP

    Earley
    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.
    89
    £250k+
    Can help with
    Pensions & retirement

  • Saltus Partners LLP

    Sunninghill and ascot
    FCA verified
    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.
    917
    £250k+
    Can help with
    Pensions & retirement

  • Advies Wealth Ltd

    Reading
    FCA verified
    We are one of the Leading UK Specialists in Independent, FCA-Authorised DB Pension Transfer Advice.
    349
    £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.