Top 10 Independent (IFAs) & Restricted Financial Advisers in Berkshire
The Private Office
CharvilIndependent, 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.
Clients
helped32832Minimum
wealth£100k+Pensions & retirement+45Initial consultation free FCA verified Independent- Clients
helped369Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified Independent Evelyn Partners
Aldermaston"Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
Clients
helped28Minimum
wealth£500k+Pensions & retirementHLMDC+6Initial consultation free FCA verified RestrictedNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Crowe Financial Planning
ReadingEmpowering our clients and their families to enjoy their wealth and to help achieve true financial peace of mind.
Clients
helped17Minimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified IndependentM&G Wealth Advice
Purley on thamesWe provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
Clients
helped586Minimum
wealth£100k+Pensions & retirementLInitial consultation free FCA verified RestrictedImpartial Financial Advice Ltd
Sunninghill and ascot- Usually, the best financial advice will be the most straightforward. - We favour investment & pension solutions which have low ongoing charges, to leave more for the investor. - Approved by In Partnership FRN 192638 October 2024.
Clients
helped331Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentBerkshire IFA
ReadingWe 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.
Clients
helped1475Minimum
wealth£250k+Pensions & retirementInitial consultation free FCA verified IndependentSimon Jones at Continuum Financial Services LLP
WokinghamMy 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 IndependentBrilliance Financial Planning
MaidenheadWe are highly approachable and happy to discuss your needs and options informally. Drop us a line to arrange a chat, free of charge.
Clients
helped570Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified IndependentBlyth Wealth Management
ReadingI'm a Chartered Financial Adviser and Coach with over 10 years experience in the industry. Together we will navigate those life transitions, remove your financial anxiety, promote sound financial behaviour and work towards your goals and aspirations.
Clients
helped< 10Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified Independent
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.