We are able to conduct video meetings during the Corona Virus disruption, contact us for details.
We are Independent Financial Advisers offering bespoke advice for pensions, investments, company pension transfers, final salary pensions, mortgages, school fees and inheritance tax planning.
We can advise you on
Pensions & divorce
Pensions & retirement planning
Building your home
Buy my next home
Buy to let
Buying commercial property
Buying first home
High loan to value
Next home / Remortgaging
ISA / Unit Trusts / OEICs
Investing for income
Socially responsible investments
Traded endowment policies
Savings for children
School fees planning
Accident & sickness
Income protection insurance
Payment protection insurance
Capital gains tax
Group Protection/Life Insurance
Group critical illness
Group income protection
Group life insurance
Group private medical insurance
Last authorised 14th September 2020
Meet our advisers
Qualifications & Accreditations
R02 - Investment Principles (CII)
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
CFP - Certified Financial Planner Licence (IFP)
An internationally recognised financial planning credential. The holder must demonstrate a combination of experience, financial qualifications (usually AFPC/DipPFS) or equivalent, an IFP assessment, ongoing educational activity (continuous professional development) and ethical behaviour.
MAPC - Mortgage Advice and Practice Certificate (CIOBS)
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
AF2 - Business Financial Planning (CII)
This examination assesses the candidate to develop in depth financial planning skills related to business.
R05 - Financial Protection (CII)
This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.
CF4 - Retirement Planning (CII)
This examination assesses a knowledge and understanding of the various pension products, the pension tax regime and retirement needs.
What our clients say
I work in technology and had all my share options pay out owing to a change of management. Berkshire IFA guided me through this rather challenging financial situation which meant that I can now retire at 60 rather than 65 – so I can concentrate on my passion – which is motor sport!
I worked for a company for 12 years and built up a pretty good pension, however I divorced a few years ago. I wanted my children to be the sole beneficiaries – Ashton helped me achieve this.
We did not think we could buy our house. Ashton took the time to understand our circumstances and guide us through the options which were best suited to our situation. We are now finally on the property ladder!
My investments are now in order, and I pay the tax I should be paying. Ashtons financial planning advice meant I was able to make some longer-term investment decisions and build a resilient portfolio – which is great considering the markets at the moment!
Our ISA’s were spread across several companies, Ashton reviewed them and then helped us understand our options and which one was best suited to our situation. We are now saving thousands of pounds a year just in charges versus the old provider.
We arranged a mortgage and some life cover and sorted out all of our pensions. We could not be happier as we are saving £1,500 a month in repayments, and only have one pension rather than 7 small ones! Our life cover is also a great deal cheaper despite my husband having a few medical conditions.
Ashton helped me with my Lifetime and Annual Allowance Issues, as a result I will have a significantly more comfortable retirement.
Our team has years of experience helping clients prepare for the unknown while meeting their financial goals. As an independent financial services firm, we can access all areas of the market, so you get advice specifically tailored to your personal and financial objectives.
We use proven finance strategies designed to meet your risk tolerance and stand up to market volatility. This is especially true now.
Committed to Service
Every successful financial strategy starts with an excellent client relationship. Our mission and values include exceeding our client’s every expectation. Call us today to find out how we can suggest long-term and short-term strategies that will help you realize your financial dreams.
Financial Planning encompasses all your Financial matters to achieve the success you require. We meet with you in person to discover your requirements and make a bespoke plan for your needs. This can incorporate all aspects of your financial affairs. Whether you require advice about specific a specific life situation, or a financial objective, we can help with any of the following;
Pensions, ISA's, SIPPs, Investments, Bonds, Cash Savings, Mortgages, Investment Trusts, Will Planning, Estate Planning, School Fees Funding, Buy to Let Properties, Company Pension Scheme, Contractors who require specialist advice, Company Directors, Health Insurance, Life Cover, Critical Illness Insurance or Tax planning.
Where to find us
Head office address: 54 Stephens Fir, Mortimer, Berkshire, RG7 3UY
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value
Choose an Unbiased exclusive special offer:
Online (Live chat, video, email)
Face to face
We are Regulated by the Financial Conduct Authority FCA number 826120