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

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Total assets
My postcode
First meeting is free

  • Advies Wealth Ltd

    Windsor
    FCA verified
    We are one of the UK’s leading (DB) Defined Benefit Pension transfer specialists
    188
    £50k+
    Can help with
    Pensions & retirement

  • Grace Agnew - Foster Denovo

    Sunninghill and ascot
    FCA verified
    Multi-award-winning financial advisers delivering peace of mind for ambitious individuals and organisations.
    59
    £100k+
    Can help with
    Pensions & retirement

  • PFM Associates Limited

    Reading
    FCA verified
    Chartered financial planning firm based in the South of England, who provide holistic financial planning and advice to individuals, households, trustees and businesses.
    144
    £150k+
    Can help with
    Pensions & retirement
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  • Berkshire IFA

    Reading
    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.
    1414
    £100k+
    Can help with
    Insurance & protection

  • The Private Office

    Sunninghill and ascot
    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.
    30288
    £100k+
    Can help with
    Pensions & retirement

  • The Private Office

    Slough
    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.
    30288
    £100k+
    Can help with
    Pensions & retirement

  • Douglas Steers & Company

    Wokingham
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    6392
    £50k+
    Can help with
    Pensions & retirement

  • Simon Jones at Continuum Financial Services LLP

    Winnersh
    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.
    43
    £150k+
    Can help with
    Pensions & retirement

  • The Private Office

    Newbury
    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.
    30288
    £100k+
    Can help with
    Pensions & retirement

  • Advies Private Clients LLP - 937655

    Windsor
    FCA verified
    Need Financial Advice. Look no further for Expert Independent Advice. We Offer a Truly Personal and Professional Service.
    170
    £100k+
    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.