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

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

  • Richard Walker-Gunns

    Newbury
    FCA verified
    I am passionate about having meaningful and relevant discussions to better understand a client’s needs or objectives so that we can establish a financial plan together.
    95
    £100k+
    Can help with
    Pensions & retirement

  • Chester Rose Financial Planning Limited

    Woodley
    FCA verified
    Chester Rose Financial Planning specialises in lifetime financial planning, investments, pensions, long term care advice and protection.
    154
    £0+
    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

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

  • Carlile Alexander Private Wealth

    Sunninghill and ascot
    FCA verified
    Carlile Alexander Private Wealth is a specialist UK wealth management firm. We are dedicated to helping you achieve your financial goals. Contact us now to find out how Carlile Alexander Private Wealth can help you.
    56
    £100k+
    Can help with
    Pensions & retirement

  • Berkshire IFA

    Slough
    FCA verified
    We offer an initial no cost meeting. We are fully Independent Financial Advisers specialising in advice for clients who need to focus on their pension outcomes, inheritance tax planning, investments, final salary pensions, or need to get a mortgage.
    1306
    £250k+
    Can help with
    Insurance & protection

  • 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

  • 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.
    22
    £100k+
    Can help with
    Pensions & retirement

  • Acuity Professional Advisers

    Reading
    FCA verified
    Acuity Professional are a full-spectrum financial services firm offering bespoke financial advice, tailored to your individual needs and objectives. We work proactively to help our clients attain financial freedom and enjoy their life's work.
    56
    £100k+
    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.