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

Find the best FCA regulated financial advisers in Newbury. Get expert help near you with pensions, investments, retirement planning and more.
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  • Fairstone Group

    Shaw and donnington
    FCA verified
    Fairstone originated in the Northeast of England in 2008 and now has national coverage through a number of locally based offices. With a 5* Trustpilot rating & 13,500 reviews, Fairstone strive to be “The most trusted wealth management firm in the UK"
    14160
    £0+
    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.
    9396
    £50k+
    Can help with
    Pensions & retirement
  • Truly Independent Limited

    Newbury
    FCA verified
    Offering a free initial meeting, we provide independent regulated advice on Investments, Pensions and Inheritance Tax Planning. We take the stress out of investing helping clients of all wealth levels.
    108
    £50k+
    Can help with
    Pensions & retirement
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  • 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.
    37184
    £100k+
    Can help with
    Pensions & retirement
  • Nilaj Odedra at St James's Place

    Newbury
    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
  • 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.
    170
    £150k+
    Can help with
    Pensions & retirement
  • Protect and Invest Ltd

    Newbury
    FCA verified
    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.
    80
    £0+
    Can help with
    Pensions & retirement
  • Hartsfield Financial Services Ltd

    Newbury
    FCA verified
    We’re a team of independent financial planners based across the South West. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
    375
    £150k+
    Can help with
    Pensions & retirement
  • James Tucker - Blacktower Financial Management

    Newbury
    FCA verified
    Tailored Wealth Management, Oension consolidations, Retirement Planning And Investment Solutions
    < 10
    £0+
    Can help with
    Expatriate finances
  • Bellamy Wealth Management Ltd

    Newbury
    FCA verified
    If you’re new to financial advice, we understand that taking the first step can feel daunting. That’s why we take the time to talk with you, to listen carefully, understand your financial situation, and learn what matters most to you.
    55
    £150k+
    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.