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

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

Fairstone Group

Goring on thames
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 & 14,250 reviews, Fairstone strive to be “The most trusted wealth management firm in the UK"
Clients
helped
14503
Minimum
wealth
£0+
Can help with
Pensions & retirement
Start enquiryView profile
Vivid Financial Planning Limited

Vivid Financial Planning Limited

Streatley
FCA verified
Vivid Financial Planning is a forward-thinking wealth management firm. We partner with ambitious professionals and time-pressed business owners, delivering bespoke financial strategies that free you to concentrate on what truly matters.
Clients
helped
37
Minimum
wealth
£150k+
Can help with
Pensions & retirement
Start enquiryView profile
Aspect8

Aspect8

Goring on thames
FCA verified
Clients
helped
194
Minimum
wealth
£0+
Can help with
Pensions & retirement
Start enquiryView profile
The Private Office

The Private Office

Goring on thames
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.
Clients
helped
38122
Minimum
wealth
£150k+
Can help with
Pensions & retirement
Start enquiryView profile
Keith Whitehead - True Potential LLP

Keith Whitehead - True Potential LLP

Thatcham
FCA verified
I have joined True Potential Wealth Management as an experienced Financial Planner, with a wealth of knowledge and expertise, particularly in the complex areas of investments and pensions, including Defined Benefit/Final Salary advice.
Clients
helped
623
Minimum
wealth
£150k+
Can help with
Pensions & retirement
Start enquiryView profile
In Partnership

In Partnership

Thatcham
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.
Clients
helped
1005
Minimum
wealth
£500k+
Can help with
Pensions & retirement
Start enquiryView profile
Bellamy Wealth Management Ltd

Bellamy Wealth Management Ltd

Thatcham
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.
Clients
helped
79
Minimum
wealth
£150k+
Can help with
Pensions & retirement
Start enquiryView profile
Virtus Financial Planning Limited

Virtus Financial Planning Limited

Pangbourne
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.
Clients
helped
110
Minimum
wealth
£150k+
Can help with
Pensions & retirement
Start enquiryView profile
Bellamy Wealth Management Ltd

Bellamy Wealth Management Ltd

Thatcham
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.
Clients
helped
79
Minimum
wealth
£150k+
Can help with
Pensions & retirement
Start enquiryView profile
Fairstone Group

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 & 14,250 reviews, Fairstone strive to be “The most trusted wealth management firm in the UK"
Clients
helped
14503
Minimum
wealth
£0+
Can help with
Pensions & retirement
Start enquiryView profile
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.

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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.