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

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  • The Private Office

    Maidenhead
    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.
    27166
    £100k+
    Can help with
    Pensions & retirement

  • 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.
    11
    £100k+
    Can help with
    Pensions & retirement

  • 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.
    1306
    £250k+
    Can help with
    Insurance & protection
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  • Berkshire IFA

    Reading
    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.
    1306
    £250k+
    Can help with
    Pensions & retirement

  • Ascot Wealth Management Limited

    Wexham court
    FCA verified
    Our unique approach to Financial Planning and Wealth Management means we put you as our client first.
    196
    £50k+
    Can help with
    Pensions & retirement

  • In Partnership

    Reading
    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.
    860
    £250k+
    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.
    191
    £100k+
    Can help with
    Pensions & retirement

  • A&J Wealth Management Ltd

    Cookham
    FCA verified
    A&J Wealth Management have been offering personal, financial and wealth management advice to clients for over 35 years.
    151
    £100k+
    Can help with
    Pensions & retirement

  • Black Lion Wealth Management

    Sandhurst
    FCA verified
    We are committed to helping hard-working people like you get suitable options on your pensions and investments—the UK's Number One rated Financial Planners in 2019.
    1235
    £100k+
    Can help with
    Pensions & retirement

  • H B Dobbin Financial Planning Limited

    Windsor
    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

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.