Are you an adviser? Go to Unbiased Pro

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
Berkshire, West Berkshire
As featured by
As featured in
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
Lumin Wealth

Lumin Wealth

Reading
Initial consultation free
FCA verified
Independent
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.
Clients
helped
553
Minimum
wealth
£150k+
Meet the team
Martin Cotter
Jon Hussey
Joe Fisher
Sara Moore
Will Harries
+5
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Fort Veritas Wealth Ltd

Fort Veritas Wealth Ltd

Reading
Initial consultation free
FCA verified
Independent
Fort Veritas Wealth is a fast-growing company which was founded on strong ethical values. We believe in walking with our clients, as a financial life coach and guide them with expert advice so that they can live the rich and meaningful lives they deserve.
Clients
helped
97
Minimum
wealth
£250k+
Meet the team
Hailey Roos
Julie Darling
Laurence Evershed
Avril Duncan
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Business
and 3 more matches
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
42811
Minimum
wealth
£150k+
Meet the team
Steffan Alemanno
Abigail Banks
Julian Frere
Roger Clarke
Abby Ivison
+37
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
The Bridge Financial Planning

The Bridge Financial Planning

Windsor
Initial consultation free
FCA verified
Restricted
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
52
Minimum
wealth
£0+
Meet the team
Nicholas Cordingley
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Stockbroking services
Douglas Steers & Company

Douglas Steers & Company

Purley On Thames
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
12220
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Simeon Page
+7
Can help with
Pensions & retirement
Financial planning
Investments
Savings
The Private Office

The Private Office

Wokingham
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
42811
Minimum
wealth
£150k+
Meet the team
Steffan Alemanno
Abigail Banks
Julian Frere
Roger Clarke
David Dodgson
+47
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Mortgages
Douglas Steers & Company

Douglas Steers & Company

Wokingham
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
12220
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Simeon Page
+7
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Fairstone Group

Fairstone Group

Shaw And Donnington
Initial consultation free
FCA verified
Independent
Fairstone is one of the top 10 wealth management companies in the UK with more than 50 offices across the country. With a 5-star Trustpilot rating and over 500 advisers, we offer a full range of financial advice and wealth management services.
Clients
helped
16382
Minimum
wealth
£0+
Meet the team
Steven Richardson
Richard Cox
Mervyn Casserly
Martin Green
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Impartial Financial Advice Ltd

Impartial Financial Advice Ltd

Sunninghill And Ascot
Initial consultation free
FCA verified
Independent
- Usually, the best financial advice will be the most straightforward. - We favour investment & pension solutions which have low ongoing charges, to leave more for the investor. - Approved by In Partnership FRN 192638 October 2024.
Clients
helped
358
Minimum
wealth
£50k+
Meet the team
Andy Findlay
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Mortgages
As featured by
Frequently Asked Questions about Financial Advisers in Berkshire