Berkshire IFA

Independent Financial Adviser  1st Floor, Building 220, Wokingham, RG41 5TP
First meeting at adviser's own cost
We are an Independent Financial Advisers offering bespoke advice for pensions, investments, company pension transfers, final salary pensions, mortgages 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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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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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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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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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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Life insurance
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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
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Long term care
Response rating
9.0/10
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FCA authorised
Last authorised 16th May 2022
What our clients say
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!
Mr and Mrs D, Finchampstead
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.
Mr M, Wokingham
We didn't 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!
Mr and Mrs P, Woodley
Ashton helped me with my Lifetime and Annual Allowance Issues, as a result I will have a significantly more comfortable retirement.
Mr and Mrs S, Wokingham
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!
Mr F, Reading
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.
Mr and Mrs L, Bracknell
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.
Mr and Mrs M, Newbury
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.

Where to find us
Head office address: 1st Floor, Building 220, Wharfedale Road, Winnersh, Wokingham, RG41 5TP
Service coverage
Preferred clients
Minimum wealth (income/assets)
£251,000
Minimum pension value
£101,000
Minimum mortgage value
£251,000
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
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    Telephone
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    Online (Live chat, video, email)
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    Face to face
Response rating
9.0/10
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FCA authorised
Last authorised 16th May 2022

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