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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
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Rathbones Investment management Limited

Rathbones Investment management Limited

Newbury
Initial consultation free
FCA verified
Restricted
At Rathbones, we combine long-term investment expertise with a personal approach. Our tailored advice, proven investment capability and focus on lasting relationships help clients Invest well and live well.
Clients
helped
Recently added
Minimum
wealth
£500k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Sharia finance
Stockbroking services
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
147
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
16
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
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
71
Minimum
wealth
£0+
Meet the team
James Tucker
Can help with
Expatriate finances
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
314
Minimum
wealth
£250k+
Meet the team
Steve Dixon
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Stockbroking services
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
41992
Minimum
wealth
£150k+
Meet the team
Steffan Alemanno
Abigail Banks
Julian Frere
Roger Clarke
Matthew Cole
+37
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
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
418
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
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
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
16010
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
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
151
Minimum
wealth
£50k+
Meet the team
David Dean
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
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Frequently Asked Questions about Financial Advisers in Newbury