Berkshire IFA

Independent Financial Adviser  Berkshire IFA, Bracknell, Berkshire, RG42 6EJ
check
FCA authorised
Last authorised 13th September 2021
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
check
Annuity purchase
check
Auto enrolment
check
Defined benefit
check
Pension consolidation
check
Pension drawdown
check
Pensions & divorce
check
Pensions & retirement planning
check
Pensions review
check
Pensions transfer
check
SIPPs
check
Stakeholder
check
Building your home
check
Buy my next home
check
Buy to let
check
Buying commercial property
check
Buying first home
check
Buying overseas
check
Flexible mortgages
check
High loan to value
check
Mortgage protection
check
Next home / Remortgaging
check
Right to buy
check
Self-employed mortgages
check
Wealth management
check
Ethical investments
check
ISA / Unit Trusts / OEICs
check
Investing for income
check
Investment trusts
check
OEICs
check
Offshore investments
check
Socially responsible investments
check
Traded endowment policies
check
Unit trusts
check
Lump sum
check
National savings
check
Regular savings
check
Savings for children
check
School fees planning
check
Accident & sickness
check
Critical illness
check
Healthcare
check
Income protection insurance
check
Large business
check
Life insurance
check
Payment protection insurance
check
Small business
check
Capital gains tax
check
Estate planning
check
Income tax
check
Taxation planning
check
Commercial mortgages
check
Corporate pension
check
Employee benefits
check
Group ISA
check
Group Pension/Stakeholder
check
Group Protection/Life Insurance
check
Group critical illness
check
Group income protection
check
Group life insurance
check
Group private medical insurance
check
Group risk
check
Stockbroking services
check
Long term care
Meet our advisers
Mr Ashton Eddolls
About us

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.

Comprehensive Approach
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.

Our services

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.

Preferred clients
Minimum wealth (income/assets)
£101,000
Minimum pension value
£101,000
Minimum mortgage value
£251,000
Advice methods
  • phoneButton
    Telephone
  • mouse
    Online (Live chat, video, email)
  • icons
    Face to face

Berkshire IFA, Bracknell, Berkshire, RG42 4HP

Similar advisers near you

Independent Financial Adviser 0 mi
We are an Independent Financial Advisers offering bespoke advice for pensions, investments, company pension transfers, final salary pensions, mortgages and inheritance tax planning.
 
Independent Financial Adviser 1.51 mi
 
 
Independent Financial Adviser 1.68 mi
Our experience tells us, that if you feel confident with your finances, you will have the financial freedom to enjoy what is important to you. With this in mind, we offer clear, fair, and impartial advice that you can trust.
 
Independent Financial Adviser 1.75 mi
We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in Birmingham, helping people at every stage of retirement to maximise their pension and achieve their ideal lifestyle.