Top 10 Independent (IFAs) & Restricted Financial Advisers in Berkshire
Protect and Invest Ltd
Stratfield mortimerChartered Independent Financial Planners based in Newbury , specialising in Pension and Retirement Planning, Investments and Estate Planning.
Clients
helped80Minimum
wealth£0+Pensions & retirementMInitial consultation free FCA verified IndependentTara Financial Services Ltd
FinchampsteadThe Specialists in Wealth Management and Pensions planning for Individuals and businesses.
Clients
helped29Minimum
wealth£100k+Pensions & retirementPInitial consultation free FCA verified IndependentOld Royle Wealth Management Ltd
Sunninghill and ascotSimply trusted, independent, unbiased financial advice. Appointed representative of a multi-award winning network. Free initial consultation across the country
Clients
helped2189Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Netwealth Investments Limited
WokinghamWealth management as it should be. Expert advice and investment management combined with the latest technology, at much lower fees.
Clients
helped23Minimum
wealth£250k+Pensions & retirement+1Initial consultation free FCA verified RestrictedSimon 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
helped27Minimum
wealth£0+Pensions & retirementRMPGK+15Initial consultation free FCA verified Independent Saltus Partners LLP
SloughOur 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.
Clients
helped702Minimum
wealth£250k+Pensions & retirement+18Initial consultation free FCA verified IndependentSimon Jones at Continuum Financial Services LLP
BracknellMy 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 IndependentSaltus Partners LLP
BurghfieldOur 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.
Clients
helped702Minimum
wealth£250k+Pensions & retirement+18Initial consultation free FCA verified IndependentDavid Asbridge True Potential Wealth Management LLP
CrowthorneWith 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.
Clients
helped202Minimum
wealth£100k+Pensions & retirementDInitial consultation free FCA verified Restricted
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.