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.
I need advice on
Total assets
My postcode
First meeting is free
  • Cullen Wealth

    Windsor
    FCA verified
    With a client first approach, we deliver tailored, tax-efficient financial solutions, from investments and pensions to succession and estate planning. Offering transparent, fee based advice, you can us trust to achieve your financial ambitions.
    374
    £100k+
    Can help with
    Pensions & retirement
  • Simon Jones at Continuum Financial Services LLP

    Wokingham
    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.
    90
    £250k+
    Can help with
    Pensions & retirement
  • Fairstone Group

    Reading
    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 & 13,500 reviews, Fairstone strive to be “The most trusted wealth management firm in the UK"
    14268
    £0+
    Can help with
    Pensions & retirement
    Not sure which adviser to pick?
    Answer a few questions to help us find you the perfect match.
  • Bellamy Wealth Management Ltd

    Hungerford
    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.
    64
    £150k+
    Can help with
    Pensions & retirement
  • Protect and Invest Ltd

    Stratfield mortimer
    FCA verified
    Chartered Independent Financial Planners based in Newbury , specialising in Pension and Retirement Planning, Investments and Estate Planning.
    80
    £0+
    Can help with
    Pensions & retirement
  • Neil Dawson - True Potential Wealth Management

    Crowthorne
    FCA verified
    I have been advising my clients for over 20 years, with particular expertise in redundancy benefits and pension & retirement planning. I will guide you through the complexities of planning, allowing you to make fully informed decisions about your future.
    108
    £100k+
    Can help with
    Pensions & retirement
  • Bampton Independent Financial Services

    Windsor
    FCA verified
    I would welcome the opportunity to meet with you to explain how our proposition might match with your expectations.
    208
    £100k+
    Can help with
    Pensions & retirement
  • Fairstone Group

    Crowthorne
    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 & 14,000 reviews, Fairstone strive to be “The most trusted wealth management firm in the UK"
    14268
    £0+
    Can help with
    Pensions & retirement
  • Old Royle Wealth Management Ltd

    Sunninghill and ascot
    FCA verified
    Simply trusted, independent, unbiased financial advice. Appointed representative of a multi-award winning network. Free initial consultation across the country
    2741
    £150k+
    Can help with
    Pensions & retirement
  • Marcus Brooks Arcus Wealth

    Purley on thames
    FCA verified
    On your side It’s our mission to deliver the best possible solutions for clients and to do this we utilise the latest technology and market-leading products. We invest in this to better serve our clients and create a smoother planning process.
    Recently added
    £0+
    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.