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

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  • Black Lion Wealth Management

    Sandhurst
    FCA verified
    We are committed to helping hard-working people like you get the best options on your pensions and investments— you are at the heart of what we do.
    1304
    £100k+
    Can help with
    Pensions & retirement

  • Crowe Financial Planning

    Reading
    FCA verified
    Empowering our clients and their families to enjoy their wealth and to help achieve true financial peace of mind.
    Recently added
    £100k+
    Can help with
    Pensions & retirement

  • In Partnership

    Sunninghill and ascot
    FCA verified
    We offer Independent Financial Advice and offer every client a bespoke solution to their needs. All 1st consultations are free so there is nothing to lose and everything to gain.
    913
    £250k+
    Can help with
    Pensions & retirement
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  • David Asbridge True Potential Wealth Management LLP

    Bracknell
    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.
    77
    £100k+
    Can help with
    Pensions & retirement

  • Berkshire IFA

    Earley
    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.
    1402
    £100k+
    Can help with
    Insurance & protection

  • Tara Financial Services Ltd

    Finchampstead
    FCA verified
    The Specialists in Wealth Management and Pensions planning for Individuals and businesses.
    28
    £100k+
    Can help with
    Pensions & retirement

  • The Pension Planner

    Kennington
    FCA verified
    We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in Oxford, helping people at every stage of retirement to maximise their pension and achieve their ideal lifestyle. We aim to make your retirement as simple as possible!
    5321
    £100k+
    Can help with
    Pensions & retirement

  • Canaccord Genuity Wealth Management (CGWM)

    Oxford
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    243
    £250k+
    Can help with
    Pensions & retirement

  • Cooper Parry Wealth

    Twyford
    FCA verified
    We are multi award winning and one of the fastest growing financial planning firms in the UK. We build a genuine understanding of you and what you want to get from life.
    14
    £500k+
    Can help with
    Pensions & retirement

  • Flying Colours Advice

    Great faringdon
    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.
    17979
    £150k+
    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.