Berkshire IFA
Initial consultation free
Independent
We offer a no cost or obligation initial fact find meeting, to talk through the financial and personal outcomes you seek. We are fully independent so can offer whole of market advice on pensions, investments, Inheritance tax planning, and wealth planning.
We can advise you on
Clients
helped
helped
1518
Minimum
pension value
pension value
£100k+
Minimum
wealth
wealth
£100k+
Minimum
mortgage value
mortgage value
£500k+
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Mr Ashton Eddolls
Director, Berkshire IFA Limited
What our clients say
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Mr and Mrs D
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!
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Mr M
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.
ma
Mr and Mrs P
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!
ma
Mr and Mrs S
Ashton helped me with my Lifetime and Annual Allowance Issues, as a result I will have a significantly more comfortable retirement.
Compliance
We are Regulated by the Financial Conduct Authority FCA number 826120
Legal information
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