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

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.

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.

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.

Tailored Wealth Management, Oension consolidations, Retirement Planning And Investment Solutions

We offer a no cost or obligation initial fact find meeting, to talk through the financial and personal outcomes you seek. We are fully independent so can offer whole of market advice on pensions, investments, Inheritance tax planning, and wealth planning.

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.

"Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."

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.

Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.

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.