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
1528
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
What our clients say
Compliance
We are Regulated by the Financial Conduct Authority FCA number 826120
Legal information
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