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

Find the best FCA regulated financial advisers in Wokingham. Get expert help near you with pensions, investments, retirement planning and more.
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  • MPI Financial Advice

    Woodley
    FCA verified
    We provide a free update & advice service to help you understand your plans.
    7770
    £0+
    Can help with
    Pensions & retirement

  • Advanta Wealth

    Crowthorne
    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.
    918
    £250k+
    Can help with
    Pensions & retirement

  • Marcus Brooks Arcus Wealth

    Woodley
    FCA verified
    On your side It’s our mission to deliver the best possible solutions for clients and to do this we utilise the latest technology and market-leading products. We invest in this to better serve our clients and create a smoother planning process.
    Recently added
    £0+
    Can help with
    Pensions & retirement
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  • Keith Whitehead - True Potential LLP

    Earley
    FCA verified
    I have joined True Potential Wealth Management as an experienced Financial Planner, with a wealth of knowledge and expertise, particularly in the complex areas of investments and pensions, including Defined Benefit/Final Salary advice.
    615
    £150k+
    Can help with
    Pensions & retirement

  • In Partnership

    Winnersh
    FCA verified
    We offer Independent Financial Advice and offer every client a bespoke solution to their needs. All 1st consultations are free so there is nothing to lose and everything to gain.
    993
    £500k+
    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.
    108
    £100k+
    Can help with
    Pensions & retirement

  • Netwealth Investments Limited

    Wokingham
    FCA verified
    Wealth management as it should be. Expert advice and investment management combined with the latest technology, at much lower fees.
    62
    £250k+
    Can help with
    Pensions & retirement

  • Eight Financial Advice

    Woodley
    FCA verified
    Eight Financial Advice has been providing advice for over 20 years as a partner practice of St. James’s Place. We provide broad-based advice, mainly to directors, professionals and retirees, helping them with practical financial planning solutions.
    193
    £150k+
    Can help with
    Pensions & retirement

  • Douglas Steers & Company

    Winnersh
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    9467
    £50k+
    Can help with
    Pensions & retirement

  • Humboldt Financial

    Wokingham
    FCA verified
    As a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.
    2427
    £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.

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.