Berkshire IFA

Independent Financial Adviser  Concorde Park, Maidenhead, Berkshire IFA Limited, SL6 4BY
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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
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Annuity purchase
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Auto enrolment
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Defined benefit
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
Meet our advisers
Mr Ashton Eddolls
Director
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 your entire financial situation to develop a pathway to achieving your future financial and retirement aspirations.

The first meeting is at our own cost. During which we meet with you in person or video conference to discover your requirements. Whether you need advice about a specific life situation, or a financial objective, we can help.

Our expertise includes 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)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£250,000
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face

Concorde Park, Concorde Road, Maidenhead, Berkshire IFA Limited, SL6 4BY

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