Top 10 Independent (IFAs) & Restricted Financial Advisers in Berkshire
Humboldt Financial
WokinghamAs a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.
Clients
helped1903Minimum
wealth£50k+Pensions & retirement+1Initial consultation free FCA verified IndependentHartsfield Financial Services Ltd
WoodleyWe’re a team of independent financial planners based across the South West. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
Clients
helped287Minimum
wealth£150k+Pensions & retirement+2Initial consultation free FCA verified IndependentPFM Associates Limited
ReadingChartered financial planning firm based in the South of England, who provide holistic financial planning and advice to individuals, households, trustees and businesses.
Clients
helped164Minimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Berkshire IFA
ReadingWe 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.
Clients
helped1475Minimum
wealth£250k+Pensions & retirementInitial consultation free FCA verified IndependentBerkshire IFA
BinfieldWe 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.
Clients
helped1475Minimum
wealth£250k+Pensions & retirementInitial consultation free FCA verified IndependentBerkshire IFA
WoodleyWe 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.
Clients
helped1475Minimum
wealth£100k+Insurance & protectionInitial consultation free FCA verified IndependentFairstone Group
CrowthorneFairstone 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.
Clients
helped12467Minimum
wealth£0+Pensions & retirement+2Initial consultation free FCA verified IndependentSimon Jones at Continuum Financial Services LLP
CrowthorneMy 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.
Clients
helped61Minimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified IndependentEverystep Financial Services
ReadingWe believe that every single person living in the UK should have access to meaningful, trusted and affordable financial advice. Our goal is to train and educate our clients to increase their knowledge of financial products for greater financial wealth
Clients
helped118Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentEvelyn Partners
Earley"Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
Clients
helped34Minimum
wealth£500k+Pensions & retirementHLMDC+6Initial consultation free FCA verified Restricted
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.