Top 10 Independent (IFAs) & Restricted Financial Advisers in Sunninghill And Ascot

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  • The Private Office

    Sunninghill and ascot
    FCA verified
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    30521
    £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.
    154
    £100k+
    Can help with
    Pensions & retirement
  • Grace Agnew - Foster Denovo

    Sunninghill and ascot
    FCA verified
    Multi-award-winning financial advisers delivering peace of mind for ambitious individuals and organisations.
    59
    £100k+
    Can help with
    Pensions & retirement
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  • 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
    1861
    £100k+
    Can help with
    Pensions & retirement
  • Impartial Financial Advice Ltd

    Sunninghill and ascot
    FCA verified
    - Usually, the best financial advice will be the most straightforward. - We favour investment & pension solutions which have low ongoing charges, to leave more for the investor. - Approved by In Partnership FRN 192638 October 2024.
    324
    £50k+
    Can help with
    Pensions & retirement
  • Unique Financial Planning – Josh Webb

    Windlesham
    FCA verified
    We cover a wide range of Financial Planning. It's about creating, protecting and distributing the wealth you need for the life you want.
    48
    £100k+
    Can help with
    Pensions & retirement
  • AHR Private Clients

    Windlesham
    FCA verified
    AHR Private Clients is a UK High & Ultra High Net Worth provider of Independent Financial Advice within the UK offering a clear and focused proposition for the benefit of our clients retaining their interests at the heart of everything we do.
    210
    £250k+
    Can help with
    Pensions & retirement
  • Advanta Wealth

    Windlesham
    FCA verified
    With Advanta it’s always personal. We offer professional financial planning, with a personal touch. It’s how we’ll help you plan for the future and grow your wealth in a way that’s just right for you. Your way.
    414
    £100k+
    Can help with
    Pensions & retirement
  • Berkshire IFA

    Bracknell
    FCA verified
    We offer an initial no cost meeting. We are fully Independent Financial Advisers offering bespoke advice for pensions, inheritance tax planning, investments, pension transfers, final salary pensions and mortgages.
    1416
    £250k+
    Can help with
    Pensions & retirement
  • Douglas Steers & Company

    Windlesham
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    6487
    £50k+
    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.

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