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

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  • H B Dobbin Financial Planning Limited

    Maidenhead
    FCA verified
    HB Dobbin are Independent Financial Advisers (est 1948). We provide tailored financial planning and investment advice to individuals, trustees,and companies.
    11
    £100k+
    Can help with
    Pensions & retirement

  • Berkshire IFA

    St nicholas and hurst
    FCA verified
    We offer an initial no cost meeting. We are fully Independent Financial Advisers offering bespoke advice for pensions, inheritance tax planning, investments, pension transfers, final salary pensions and mortgages.
    1414
    £250k+
    Can help with
    Pensions & retirement

  • Brilliance Financial Planning

    Reading
    FCA verified
    We are highly approachable and happy to discuss your needs and options informally. Drop us a line to arrange a chat, free of charge.
    562
    £0+
    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

  • RetireInvest Limited

    Reading
    FCA verified
    We offer professional, friendly, easy to understand, bespoke advice.
    21
    £50k+
    Can help with
    Pensions & retirement

  • Hartsfield Financial Services Ltd

    Newbury
    FCA verified
    We’re a team of independent financial planners based in Corsham, Wiltshire. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
    217
    £150k+
    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.
    30295
    £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.
    < 10
    £100k+
    Can help with
    Pensions & retirement

  • Berkshire IFA

    Sandhurst
    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

  • Berkshire IFA

    Stratfield mortimer
    FCA verified
    We offer an initial no cost meeting. We are fully Independent Financial Advisers offering bespoke advice for pensions, inheritance tax planning, investments, pension transfers, final salary pensions and mortgages.
    1414
    £250k+
    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.