Top 10 Independent (IFAs) & Restricted Financial Advisers in Berkshire

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  • AFH Wealth Management LTD

    Sandhurst
    FCA verified
    The UK’s leading financial planning led wealth management firm. Providing independent financial planning and investment management services to clients who value a long-term relationship
    1630
    £100k+
    Can help with
    Pensions & retirement

  • Berkshire IFA

    Woodley
    FCA verified
    We offer an initial no cost meeting. We are fully Independent Financial Advisers specialising in advice for clients who need to focus on their pension outcomes, inheritance tax planning, investments, final salary pensions, or need to get a mortgage.
    1337
    £100k+
    Can help with
    Insurance & protection

  • Simon Jones at Continuum Financial Services LLP

    Finchampstead
    FCA verified
    My approach is to truly listen to your story, define what you want to achieve financially and help you build a strategy for success. There is no cost to our first meeting.
    24
    £150k+
    Can help with
    Pensions & retirement
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  • David Asbridge True Potential Wealth Management LLP

    Stratfield mortimer
    FCA verified
    With True Potential Wealth Management, you will benefit from quality, bespoke financial advice that focuses on your personal goals and aspirations, helping you do more with your money.
    17
    £100k+
    Can help with
    Pensions & retirement

  • The Private Office

    Reading
    FCA verified
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    27680
    £100k+
    Can help with
    Pensions & retirement

  • Simon Jones at Continuum Financial Services LLP

    Wokingham
    FCA verified
    My approach is to truly listen to your story, define what you want to achieve financially and help you build a strategy for success. There is no cost to our first meeting.
    24
    £150k+
    Can help with
    Pensions & retirement

  • Flying Colours

    Finchampstead
    FCA verified
    Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
    17259
    £100k+
    Can help with
    Pensions & retirement

  • Tara Financial Services Ltd

    Finchampstead
    FCA verified
    The Specialists in Wealth Management and Pensions planning for Individuals and businesses.
    26
    £100k+
    Can help with
    Pensions & retirement

  • Sandringham Financial Partners

    Sunningdale
    FCA verified
    I help clients make sense of their financial situation, by clarifying their options, understanding their present position, and giving the best advice to suit their needs.
    215
    £150k+
    Can help with
    Pensions & retirement

  • True Potential Wealth Management - Chandan Hinduja

    Windsor
    FCA verified
    We make no compromise and use our expertise to help create, preserve and manage your wealth.
    190
    £50k+
    Can help with
    Pensions & retirement

How can a financial adviser help me?

An independent financial adviser (IFA) can help you with many of life’s big financial decisions, such as:

  • Accessing your pensions
  • Choosing how to take your pension income
  • Investing for the medium or long term
  • Protecting your family finances
  • Finding life insurance, critical illness cover and income protection
  • Starting a business
  • Setting up and managing a personal pension
  • Funding long-term care for yourself or a loved one
  • Leaving an inheritance while minimising tax

Your IFA will assess your whole financial situation and give you unbiased advice on the options available to you. They will also source financial products for you, independently of product providers, so you can choose the most suitable ones from the whole of the market. Finally, they will handle all the necessary administration, to save you time and hassle.

Why use Unbiased?

Unbiased is the place to find advisers you can trust. Our site offers one of the easiest and quickest ways to find the right professional for you. Every professional is appropriately regulated, qualified and independent of product providers, so you can be sure of finding unbiased advice. Our smart system can match an available professional to your requirements, so there’s no time-consuming shopping around. Alternatively, you can browse a list of local professionals and filter them to suit your preferences.