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

I need advice on
Total assets
My postcode
First meeting is free

  • RetireInvest Limited

    Reading
    FCA verified
    We offer professional, friendly, easy to understand, bespoke advice.
    23
    £50k+
    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.
    6564
    £50k+
    Can help with
    Pensions & retirement

  • Crowe Financial Planning

    Reading
    FCA verified
    Empowering our clients and their families to enjoy their wealth and to help achieve true financial peace of mind.
    < 10
    £100k+
    Can help with
    Pensions & retirement
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  • Douglas Steers & Company

    Warfield
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    6564
    £50k+
    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.
    1416
    £250k+
    Can help with
    Pensions & retirement

  • Fairstone Group

    Wokingham
    FCA verified
    Fairstone 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.
    11775
    £0+
    Can help with
    Pensions & retirement

  • Fairstone Group

    Bracknell
    FCA verified
    Fairstone 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.
    11775
    £0+
    Can help with
    Pensions & retirement

  • MPI Financial Advice

    Purley on thames
    FCA verified
    We provide a free update & advice service to help you understand your plans.
    4234
    £0+
    Can help with
    Pensions & retirement

  • Protect and Invest Ltd

    Newbury
    FCA verified
    Chartered Independent Financial Planners based in Newbury, covering the Berkshire and Hampshire areas. We specialise in Pension and Retirement Planning, Investments, Protection and Estate Planning.
    80
    £0+
    Can help with
    Pensions & retirement

  • PFM Associates Limited

    Reading
    FCA verified
    Chartered financial planning firm based in the South of England, who provide holistic financial planning and advice to individuals, households, trustees and businesses.
    144
    £150k+
    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.