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

I need advice on
Total assets
My postcode
First meeting is free

  • Sable Private Wealth Management Ltd

    Sunningdale
    FCA verified
    What's on your mind? Retirement? Wealth Preservation? Extracting value from your business? Busy-ness = procrastinating on personal finances? Cross-border financial planning? It may be a combination. We can help and guide you through all of these areas.
    11
    £150k+
    Can help with
    Pensions & retirement

  • Simon Jones at Continuum Financial Services LLP

    Bracknell
    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.
    22
    £100k+
    Can help with
    Pensions & retirement

  • Blueprint Financial Solutions - Pangbourne

    Pangbourne
    FCA verified
    I'm a Financial Planner with over 25 years experience, helping people like you to achieve your investment and retirement goals, protect you and your family with the right insurances and better understand how to manage your money.
    16
    £50k+
    Can help with
    Pensions & retirement
    Not sure which adviser to pick?
    Answer a few questions to help us find you the perfect match.
    Get matched

  • WH Ireland Wealth Management

    Newbury
    FCA verified
    We provide expert advice you can count on, in areas such as investments, retirement or pension planning.
    278
    £150k+
    Can help with
    Pensions & retirement

  • A&J Wealth Management Ltd

    Cookham
    FCA verified
    A&J Wealth Management have been offering personal, financial and wealth management advice to clients for over 30 years.
    58
    £100k+
    Can help with
    Pensions & retirement

  • Douglas Steers & Company

    Newbury
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    4645
    £50k+
    Can help with
    Pensions & retirement

  • Tara Financial Services Ltd

    Finchampstead
    FCA verified
    The Specialists in Wealth Management and Pensions planning for Individuals and businesses.
    25
    £100k+
    Can help with
    Pensions & retirement

  • Hartsfield Financial Services

    Earley
    FCA verified
    We’re an award-winning team of independent financial planners and Wealth Managers. We improve the financial well-being of business owners, professionals, and those approaching retirement.
    1385
    £150k+
    Can help with
    Pensions & retirement

  • The Private Office

    Newbury
    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.
    27043
    £100k+
    Can help with
    Pensions & retirement

  • Executive Advisory Services Limited

    Cookham
    FCA verified
    We offer friendly and responsible advice to both individuals and companies
    < 10
    £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.