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

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

  • The Private Office

    Maidenhead
    FCA verified
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    30659
    £100k+
    Can help with
    Pensions & retirement

  • Oury Clark

    Slough
    FCA verified
    We have the expertise to give you the advice that you need to make smart choices for the future.
    123
    £100k+
    Can help with
    Pensions & retirement

  • The Private Office

    Newbury
    FCA verified
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    30659
    £100k+
    Can help with
    Pensions & retirement
    Not sure which adviser to pick?
    Answer a few questions to help us find you the perfect match.
    Get matched

  • Grace Agnew - Foster Denovo

    Sunninghill and ascot
    FCA verified
    Multi-award-winning financial advisers delivering peace of mind for ambitious individuals and organisations.
    59
    £100k+
    Can help with
    Pensions & retirement

  • Lumin Wealth

    Tilehurst
    FCA verified
    Lumin Wealth is an award-winning Chartered firm and amongst the top financial advisers in the UK. 3,800 families have chosen us as a trusted partner for their wealth management.
    134
    £150k+
    Can help with
    Pensions & retirement

  • MPI Financial Advice

    Wokingham
    FCA verified
    We provide a free update & advice service to help you understand your plans.
    4204
    £0+
    Can help with
    Pensions & retirement

  • Humboldt Financial

    Reading
    FCA verified
    We specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.
    1532
    £50k+
    Can help with
    Pensions & retirement

  • Simon Jones at Continuum Financial Services LLP

    Reading
    FCA verified
    My 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.
    48
    £150k+
    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.
    11758
    £0+
    Can help with
    Pensions & retirement

  • Fairstone Group

    Crowthorne
    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.
    11758
    £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.