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

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Total assets
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First meeting is free

  • Sandringham Financial Partners

    Sunningdale
    FCA verified
    I help clients make sense of their financial situation, by clarifying their options, understanding their present position, and giving the best advice to suit their needs.
    212
    £150k+
    Can help with
    Pensions & retirement

  • WH Ireland Wealth Management

    Newbury
    FCA verified
    We provide expert advice you can count on, in areas such as investments, retirement or pension planning.
    278
    £150k+
    Can help with
    Pensions & retirement

  • Douglas Steers & Company

    Reading
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    4693
    £50k+
    Can help with
    Pensions & retirement
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  • Douglas Steers & Company

    Bracknell
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    4693
    £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

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

  • Brilliance Financial Planning

    Maidenhead
    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.
    546
    £0+
    Can help with
    Pensions & retirement

  • Protect and Invest Ltd

    Stratfield mortimer
    FCA verified
    Chartered Independent Financial Planners based in Newbury , specialising in Pension and Retirement Planning, Investments and Estate Planning.
    79
    £0+
    Can help with
    Pensions & retirement

  • Tara Financial Services Ltd

    Reading
    FCA verified
    The Specialists in Wealth Management and Pensions planning for Individuals and businesses.
    26
    £100k+
    Can help with
    Pensions & retirement

  • Fairstone Group

    Crowthorne
    FCA verified
    Fairstone incorporates one of the largest Chartered financial planning firms in the UK and is the number one rated wealth management house on Trustpilot.
    10399
    £0+
    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.