Top 10 Independent (IFAs) & Restricted Financial Advisers in Berkshire
Lumin Wealth
Sunninghill and ascotLumin Wealth is an award-winning Chartered firm and amongst the top financial advisers in the UK. 3,500 families have chosen us as a trusted partner for their wealth management.
Clients
helped200Minimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified IndependentCanaccord Genuity Wealth Management (CGWM)
SloughAt Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
Clients
helped671Minimum
wealth£500k+Pensions & retirementMInitial consultation free FCA verified IndependentBerkshire IFA
SloughWe 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 IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Simon Jones at Continuum Financial Services LLP
EarleyMy 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 Independent- Clients
helped< 10Minimum
wealth£0+Pensions & retirementMInitial consultation free FCA verified Independent Nigel Francis - Just Wealth
ReadingI advise on a comprehensive range of financial services, including • Personal protection - life, critical illness and income protection • Director and employee protection for small businesses • Financial planning, investments and pensions
Clients
helped29Minimum
wealth£250k+Insurance & protectionInitial consultation free FCA verified RestrictedFlying Colours Advice
FinchampsteadFlying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
Clients
helped19000Minimum
wealth£150k+Pensions & retirement+18Initial consultation free FCA verified IndependentBlakes Financial Management Ltd
ReadingOur simple principle is always to only provide advice that we would be happy to implement ourselves.
Clients
helped61Minimum
wealth£0+Financial planningInitial consultation free FCA verified IndependentBerkshire IFA
Sunninghill and ascotWe 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 IndependentBerkshire IFA
CrowthorneWe 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 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.