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

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Total assets
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  • Douglas Steers & Company

    Winnersh
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    6548
    £50k+
    Can help with
    Pensions & retirement
  • Canaccord Genuity Wealth Management (CGWM)

    Sandhurst
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    448
    £500k+
    Can help with
    Pensions & retirement
  • Bampton Independent Financial Services

    Windsor
    FCA verified
    I would welcome the opportunity to meet with you to explain how our proposition might match with your expectations.
    198
    £100k+
    Can help with
    Pensions & retirement
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  • Fairstone Group

    Bracknell
    FCA verified
    Fairstone incorporates one of the largest chartered financial planning firms in the UK. Our vision is to become the most trusted wealth management firm in the UK. We are the number one rated wealth management house on Trustpilot.
    11758
    £0+
    Can help with
    Pensions & retirement
  • Unique Financial Planning - Liam Webb

    Reading
    FCA verified
    We cover all aspects of Financial Planning. It's about creating, protecting and distributing the wealth you need for the life you want.
    127
    £50k+
    Can help with
    Pensions & retirement
  • 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.
    120
    £100k+
    Can help with
    Pensions & retirement
  • Octopus Money

    Windsor
    FCA verified
    We believe everyone deserves affordable, 1-to-1 help with their money. We bring together all the pieces of your financial life and make sure your savings, investments and pensions are all on track for the life you want to live.
    63
    £250k+
    Can help with
    Pensions & retirement
  • Douglas Steers & Company

    Reading
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    6548
    £50k+
    Can help with
    Pensions & retirement
  • Old Royle Wealth Management Ltd

    Sunninghill and ascot
    FCA verified
    Simply trusted, independent, unbiased financial advice. Appointed representative of a multi-award winning network. Free initial consultation across the country
    1880
    £100k+
    Can help with
    Pensions & retirement
  • MPI Financial Advice

    Wokingham
    FCA verified
    We provide a free update & advice service to help you understand your plans.
    4201
    £0+
    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.