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

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  • My Pension Expert

    Maidenhead
    FCA verified
    We’re the UK’s leading at-retirement specialist and trusted by thousands to offer regulated, independent financial advice. But don’t just take our word for it…check out our 5 star reviews on Trustpilot with over 5,000+ reviews.
    64
    £0+
    Can help with
    Pensions & retirement

  • Douglas Steers & Company

    Bracknell
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    5336
    £50k+
    Can help with
    Pensions & retirement

  • Douglas Steers & Company

    Warfield
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    5336
    £50k+
    Can help with
    Pensions & retirement
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  • Berkshire IFA

    Stratfield mortimer
    FCA verified
    We offer an initial no cost meeting. We are fully Independent Financial Advisers offering bespoke advice for pensions, inheritance tax planning, investments, pension transfers, final salary pensions and mortgages.
    1365
    £250k+
    Can help with
    Pensions & retirement

  • Wren Sterling

    Slough
    FCA verified
    Thousands of people across the UK rely on Wren Sterling for financial planning help. We specialise in pensions, investments, protection and estate planning, helping people to achieve their long-term financial objectives. We're independent too!
    1209
    £100k+
    Can help with
    Pensions & retirement

  • In Partnership

    Sandhurst
    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.
    892
    £250k+
    Can help with
    Pensions & retirement

  • The Private Office

    Maidenhead
    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.
    28517
    £100k+
    Can help with
    Pensions & retirement

  • Octopus Money

    Reading
    FCA verified
    We believe everyone deserves affordable, 1-to-1 help with their money. We bring together all the pieces of your financial life and make sure your savings, investments and pensions are all on track for the life you want to live.
    18
    £0+
    Can help with
    Pensions & retirement

  • The Private Office

    Reading
    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.
    28517
    £100k+
    Can help with
    Pensions & retirement

  • Simon Jones at Continuum Financial Services LLP

    Bracknell
    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.
    29
    £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.