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

Find the best FCA regulated financial advisers in Newbury. Get expert help near you with pensions, investments, retirement planning and more
Newbury, West Berkshire
Octopus Money

Octopus Money

Newbury
Initial consultation free
FCA verified
Restricted
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
100
Minimum
wealth
£250k+
Meet the team
Owen Lewis
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Steve Dixon at AFH Wealth Management

Steve Dixon at AFH Wealth Management

Newbury
Initial consultation free
FCA verified
Independent
Your first meeting’s costs are covered by your adviser. We can meet in person or online. We offer specialist advice on pensions investments and protection.
Clients
helped
294
Minimum
wealth
£250k+
Meet the team
Steve Dixon
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Stockbroking services
Douglas Steers & Company

Douglas Steers & Company

Newbury
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10441
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
Truly Independent Limited

Truly Independent Limited

Newbury
Initial consultation free
FCA verified
Independent
Offering a free initial meeting, we provide independent regulated advice on Investments, Pensions and Inheritance Tax Planning. We take the stress out of investing helping clients of all wealth levels.
Clients
helped
134
Minimum
wealth
£50k+
Meet the team
David Dean
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Berkshire IFA

Berkshire IFA

Newbury
Initial consultation free
FCA verified
Independent
We offer a no cost or obligation initial fact find meeting, to talk through the financial and personal outcomes you seek. We are fully independent so can offer whole of market advice on pensions, investments, Inheritance tax planning, and wealth planning.
Clients
helped
1519
Minimum
wealth
£100k+
Meet the team
Ashton Eddolls
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Mortgages
James Tucker - Blacktower Financial Management

James Tucker - Blacktower Financial Management

Newbury
Initial consultation free
FCA verified
Independent
Tailored Wealth Management, Oension consolidations, Retirement Planning And Investment Solutions
Clients
helped
52
Minimum
wealth
£0+
Meet the team
James Tucker
Can help with
Expatriate finances
Bellamy Wealth Management Ltd

Bellamy Wealth Management Ltd

Newbury
Initial consultation free
FCA verified
Restricted
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.
Clients
helped
107
Minimum
wealth
£150k+
Meet the team
Kyle Marsh
Sagee Abuebid
Paul Andrews
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Featherstone Partners

Featherstone Partners

Newbury
Initial consultation free
FCA verified
Independent
Independent Financial Planning and Investment Advice
Clients
helped
Recently added
Minimum
wealth
£250k+
Meet the team
Luke Ashton
Edmund Bailey
Sophie Burke-Murphy
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
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
15109
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
Hartsfield Financial Services Ltd

Hartsfield Financial Services Ltd

Newbury
Initial consultation free
FCA verified
Independent
We’re a team of independent financial planners based across the South West. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
Clients
helped
397
Minimum
wealth
£150k+
Meet the team
John White
Joy Wisniewski
Michael Blair
Melanie Dolphin
Gareth Lewis
+2
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Frequently Asked Questions about Financial Advisers in Newbury