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
The Private Office
Charvil
FCA verified
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
38294
Minimum
wealth
wealth
£150k+
Can help with
Pensions & retirement
Destination Retirement, part of Just
Reading
FCA verified
Wherever you are on your retirement journey — saving, planning or spending — our friendly, UK-based financial experts are on hand to support you. We help people achieve a better later life.
Clients
helped
helped
124
Minimum
wealth
wealth
£0+
Can help with
Pensions & retirement
Vivid Financial Planning Limited
Hurley
FCA verified
Vivid Financial Planning is a forward-thinking wealth management firm.
We partner with ambitious professionals and time-pressed business owners, delivering bespoke financial strategies that free you to concentrate on what truly matters.
Clients
helped
helped
38
Minimum
wealth
wealth
£150k+
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.
Clients
helped
helped
126
Minimum
wealth
wealth
£100k+
Can help with
Pensions & retirement
Empower Partners LLP
Wargrave
FCA verified
Adviser with over 25 years' experience helping people maximise the financial opportunities available to them. Common sense advice, focussing on reducing your investing costs and giving you peace of mind that you're on track.
Clients
helped
helped
164
Minimum
wealth
wealth
£500k+
Can help with
Pensions & retirement
Evelyn Partners
Crowthorne
FCA verified
"Are you powered by ‘Good Advice’?
At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
Clients
helped
helped
765
Minimum
wealth
wealth
£500k+
Can help with
Pensions & retirement
Blakes Financial Management Ltd
Reading
FCA verified
Our simple principle is always to only provide advice that we would be happy to implement ourselves.
Clients
helped
helped
61
Minimum
wealth
wealth
£0+
Can help with
Financial planning
Warwick Road Financial Services Ltd
Eton
FCA verified
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
Recently added
Minimum
wealth
wealth
£100k+
Can help with
Pensions & retirement
Carlile Alexander Private Wealth
Sunninghill and ascot
FCA verified
Carlile Alexander Private Wealth is a specialist UK wealth management firm. We are dedicated to helping you achieve your financial goals.
Contact us now to find out how Carlile Alexander Private Wealth can help you.
Clients
helped
helped
282
Minimum
wealth
wealth
£100k+
Can help with
Pensions & retirement
Evelyn Partners
Purley on thames
FCA verified
"Are you powered by ‘Good Advice’?
At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
Clients
helped
helped
765
Minimum
wealth
wealth
£500k+
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.