Top 20 Independent Financial Advisers in Newbury

I'm looking for
I need advice on
Income/Asset value
Find adviser near postcode/city
I prefer to be advised
  • Milestone Financial Planning

    Newbury
    We are a truly independent, forward thinking company. We have expertise in complex planning, including Defined Benefit transfers, through to Inheritance Tax mitigation, firmly placing your interests at the heart of our business.
    16
    £100k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Newbury
    Award-winning, Chartered financial planning firm delivering unbiased, tailored advice to protect and grow your wealth.
    40
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Berkshire IFA

    Newbury
    Coronavirus 2021 Update - we are open and can conduct Video Meeetings. We are an Independent Financial Advisers offering bespoke advice for pensions, investments, company pension transfers, final salary pensions, mortgages and inheritance tax planning.
    22
    £100k+
    9.9
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Greg Charlton - True Potential Wealth Management

    Newbury
    I have over 15 years experience within the financial services industry, putting my clients ambitions and needs at the core of my advice. If you want clear, concise, straight-forward financial expertise and a guiding hand, please do get in touch.
    < 10
    £100k+
    9.7
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Ascot Lloyd

    Newbury
    One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
    New adviser
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Griffins Financial Solutions Ltd

    Newbury
    A firm of Chartered Financial Planners offering advice on retirement planning, investments, estate planning, protection and employee benefits.
    155
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fortis Financial Planning

    Newbury
    Fortis has experience and knowledge gained over 25+ years of providing quality advice to thousands of satisfied clients.
    16
    £50k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Protect and Invest Ltd

    Newbury
    Chartered Independent Financial Planners based in Newbury, covering the Berkshire and Hampshire areas. We specialise in Pension and Retirement Planning, Investments, Protection and Estate Planning.
    51
    £0+
    8.3
    Can help with Advice areas
    & specialisation
    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.