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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  • Eight Financial Advice

    Woodley
    FCA verified
    Eight Financial Advice has been providing advice for over 20 years as a partner practice of St. James’s Place. We provide broad-based advice, mainly to directors, professionals and retirees, helping them with practical financial planning solutions.
    193
    £150k+
    Can help with
    Pensions & retirement

  • Virtus Financial Planning Limited

    Winkfield
    FCA verified
    Virtus Financial Planning has been providing financial advice for over 4 years. We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most.
    97
    £150k+
    Can help with
    Pensions & retirement

  • 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
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  • The Private Office

    Newbury
    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

  • Lumin Wealth

    Maidenhead
    FCA verified
    Lumin Wealth is an award-winning Chartered firm and amongst the top financial advisers in the UK. 3,500 families have chosen us as a trusted partner for their wealth management.
    295
    £150k+
    Can help with
    Pensions & retirement

  • Neil Dawson - True Potential Wealth Management

    Earley
    FCA verified
    I have been advising my clients for over 20 years, with particular expertise in redundancy benefits and pension & retirement planning. I will guide you through the complexities of planning, allowing you to make fully informed decisions about your future.
    106
    £100k+
    Can help with
    Pensions & retirement

  • M&G Wealth Advice

    Reading
    FCA verified
    We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
    2045
    £100k+
    Can help with
    Pensions & retirement

  • Neil Dawson - True Potential Wealth Management

    Crowthorne
    FCA verified
    I have been advising my clients for over 20 years, with particular expertise in redundancy benefits and pension & retirement planning. I will guide you through the complexities of planning, allowing you to make fully informed decisions about your future.
    106
    £100k+
    Can help with
    Pensions & retirement

  • MPI Financial Advice

    Burghfield
    FCA verified
    We provide a free update & advice service to help you understand your plans.
    7754
    £0+
    Can help with
    Pensions & retirement

  • In Partnership

    Reading
    FCA verified
    We offer Independent Financial Advice and offer every client a bespoke solution to their needs. All 1st consultations are free so there is nothing to lose and everything to gain.
    991
    £500k+
    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.