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

Find the best FCA regulated financial advisers in West Berkshire. Get expert help near you with pensions, investments, retirement planning and more
West Berkshire
Tindle Wealth Management Ltd

Tindle Wealth Management Ltd

Greenham
Initial consultation free
FCA verified
Restricted
As an independently owned and specialised firm, we offer institutional quality financial advice and investment management, tailored to the individuals and families that we serve.
Clients
helped
17
Minimum
wealth
£500k+
Meet the team
Julius Morgan-Giles
Scott Tindle
Amy Claxton
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Stockbroking services
Protect and Invest Ltd

Protect and Invest Ltd

Newbury
Initial consultation free
FCA verified
Independent
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.
Clients
helped
80
Minimum
wealth
£0+
Meet the team
Matt Nelson
Melvin Czapalski
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Business
and 1 more matches
Steve Dixon at AFH Wealth Management

Steve Dixon at AFH Wealth Management

Newbury
Initial consultation free
FCA verified
Independent
Your first meeting’s costs are covered by your adviser. We can meet in person or online. We offer specialist advice on pensions investments and protection.
Clients
helped
294
Minimum
wealth
£250k+
Meet the team
Steve Dixon
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Stockbroking services
Bellamy Wealth Management Ltd

Bellamy Wealth Management Ltd

Thatcham
Initial consultation free
FCA verified
Restricted
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
107
Minimum
wealth
£150k+
Meet the team
Kyle Marsh
Sagee Abuebid
Paul Andrews
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
M&G Advice

M&G Advice

Purley on thames
Initial consultation free
FCA verified
Restricted
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.
Clients
helped
2239
Minimum
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings
The Private Office

The Private Office

Newbury
Initial consultation free
FCA verified
Independent
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
39611
Minimum
wealth
£150k+
Meet the team
Steffan Alemanno
Abigail Banks
Julian Frere
Roger Clarke
Matthew Cole
+38
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
HG IFA Limited

HG IFA Limited

Shaw and donnington
Initial consultation free
FCA verified
Independent
Sensible, independent, and unbiased financial planning that empowers you to make informed decisions. Experts in Pensions, Investments, Trusts, Inheritance Tax Mitigation, and Private Client work.
Clients
helped
59
Minimum
wealth
£500k+
Meet the team
Andrew Evans
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care
Saltus Partners LLP

Saltus Partners LLP

Speen
Initial consultation free
FCA verified
Independent
Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.
Clients
helped
1045
Minimum
wealth
£250k+
Meet the team
Phil Bevan
Lawrence Brady
Megan Jenkins
Jack Munday
Michelle Midgen
+18
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Bellamy Wealth Management Ltd

Bellamy Wealth Management Ltd

Newbury
Initial consultation free
FCA verified
Restricted
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
107
Minimum
wealth
£150k+
Meet the team
Kyle Marsh
Sagee Abuebid
Paul Andrews
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Hartsfield Financial Services Ltd

Hartsfield Financial Services Ltd

Newbury
Initial consultation free
FCA verified
Independent
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.
Clients
helped
397
Minimum
wealth
£150k+
Meet the team
John White
Joy Wisniewski
Michael Blair
Melanie Dolphin
Gareth Lewis
+2
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Frequently Asked Questions about Financial Advisers in West Berkshire