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
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The Specialists in Wealth Management and Pensions planning for Individuals and businesses.
Clients
helped
helped
30
Minimum
wealth
wealth
£100k+
Meet the team
P
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Business
Long Term Care
Stockbroking services

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
helped
15109
Minimum
wealth
wealth
£0+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care

You’ve worked hard for your money – now make sure it’s working hard for you.
Octopus Money is here to change the financial advice industry for the better. We're a certified B-corp, built on 25 years of experience and named Advice Firm of the Year 2025.
Clients
helped
helped
100
Minimum
wealth
wealth
£250k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings

We give you a tailored option when it comes to your pension and investments or your money in general. We are the option for all.
Clients
helped
helped
307
Minimum
wealth
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Savings
Expatriate finances
Business
Mortgages

We look forward to helping you achieve your financial goals, from building long-term security and planning for retirement to protecting your family and making your money work harder through effective tax planning.
Clients
helped
helped
14
Minimum
wealth
wealth
£150k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings

Warwick Road Financial Services Ltd
Sunninghill and ascot
Initial consultation free
FCA verified
Restricted
We look forward to helping you achieve your financial goals, from building long-term security and planning for retirement to protecting your family and making your money work harder through effective tax planning.
Clients
helped
helped
14
Minimum
wealth
wealth
£150k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings

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
helped
17
Minimum
wealth
wealth
£500k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Stockbroking services

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
helped
39611
Minimum
wealth
wealth
£150k+
Meet the team
+37
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages

Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
Clients
helped
helped
20075
Minimum
wealth
wealth
£150k+
Meet the team
+12
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care
Frequently Asked Questions about Financial Advisers in Berkshire
