Top 10 Independent (IFAs) & Restricted Financial Advisers in Holybrook
Douglas Steers & Company
HolybrookExpert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped7517Minimum
wealth£50k+Pensions & retirement+7Initial consultation free FCA verified IndependentMPI Financial Advice
ReadingWe provide a free update & advice service to help you understand your plans.
Clients
helped5255Minimum
wealth£0+Pensions & retirementMHInitial consultation free FCA verified IndependentBerkshire IFA
ReadingWe 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
helped1464Minimum
wealth£100k+Insurance & protectionInitial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Brilliance Financial Planning
ReadingWe are highly approachable and happy to discuss your needs and options informally. Drop us a line to arrange a chat, free of charge.
Clients
helped570Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified Independent- Clients
helped360Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified Independent Douglas Steers & Company
ReadingExpert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped7517Minimum
wealth£50k+Pensions & retirement+7Initial 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
helped162Minimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified IndependentBerkshire IFA
ReadingWe 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
helped1464Minimum
wealth£100k+Insurance & protectionInitial consultation free FCA verified IndependentEvelyn Partners
Reading"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."
ClientsRecently added
helpedMinimum
wealth£500k+Pensions & retirementHLMDC+6Initial consultation free FCA verified RestrictedBlyth Wealth Management
ReadingI'm a Chartered Financial Adviser and Coach with over 10 years experience in the industry. Together we will navigate those life transitions, remove your financial anxiety, promote sound financial behaviour and work towards your goals and aspirations.
Clients
helped< 10Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified Independent
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.