Top 10 Independent (IFAs) & Restricted Financial Advisers in Stratfield Mortimer

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  • 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.
    80
    £0+
    Can help with
    Pensions & retirement
  • David Asbridge True Potential Wealth Management LLP

    Stratfield mortimer
    FCA verified
    With True Potential Wealth Management, you will benefit from quality, bespoke financial advice that focuses on your personal goals and aspirations, helping you do more with your money.
    120
    £100k+
    Can help with
    Pensions & retirement
  • Saltus Partners LLP

    Burghfield
    FCA verified
    Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.
    566
    £250k+
    Can help with
    Pensions & retirement
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  • Douglas Steers & Company

    Burghfield
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    6548
    £50k+
    Can help with
    Pensions & retirement
  • Mather and Murray Financial

    Reading
    FCA verified
    Independent pension and investment advice. Initial no obligation meeting at no cost. Whole of market mortgage and protection advisers.
    2515
    £50k+
    Can help with
    Pensions & retirement
  • Tara Financial Services Ltd

    Reading
    FCA verified
    The Specialists in Wealth Management and Pensions planning for Individuals and businesses.
    28
    £100k+
    Can help with
    Pensions & retirement
  • Blakes Financial Management Ltd

    Reading
    FCA verified
    Our simple principle is always to only provide advice that we would be happy to implement ourselves.
    61
    £0+
    Can help with
    Financial planning
  • Flying Colours Advice

    Tadley
    FCA verified
    Flying 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.
    18229
    £150k+
    Can help with
    Pensions & retirement
  • Douglas Steers & Company

    Tadley
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    6548
    £50k+
    Can help with
    Pensions & retirement
  • Mark Thomas Abacus Advisers

    Reading
    FCA verified
    By putting our clients at the heart of everything we do, we provide high quality, independent and jargon-free financial advice. We are passionate about helping our clients protect and grow their assets so they can achieve their aspirations.
    Recently added
    £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.

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