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

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  • Hartsfield Financial Services Ltd

    Woodley
    FCA verified
    We’re a team of independent financial planners based in Corsham, Wiltshire. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
    217
    £150k+
    Can help with
    Pensions & retirement

  • Advies Wealth Ltd

    Windsor
    FCA verified
    We are one of the UK’s leading (DB) Defined Benefit Pension transfer specialists
    188
    £50k+
    Can help with
    Pensions & retirement

  • Black Lion Wealth Management

    Sandhurst
    FCA verified
    We are committed to helping hard-working people like you get the best options on your pensions and investments— you are at the heart of what we do.
    1318
    £100k+
    Can help with
    Pensions & retirement
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  • 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

  • Douglas Steers & Company

    Wokingham
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    6392
    £50k+
    Can help with
    Pensions & retirement

  • Canaccord Genuity Wealth Management (CGWM)

    Slough
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    377
    £250k+
    Can help with
    Pensions & retirement

  • Netwealth Investments Limited

    Wokingham
    FCA verified
    Wealth management as it should be. Expert advice and investment management combined with the latest technology, at much lower fees.
    16
    £250k+
    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.
    539
    £250k+
    Can help with
    Pensions & retirement

  • First Sentinel Wealth

    Windsor
    FCA verified
    257
    £100k+
    Can help with
    Pensions & retirement

  • Lumin Wealth

    Maidenhead
    FCA verified
    Lumin Wealth is an award-winning Chartered firm and amongst the top financial advisers in the UK. 3,500 families have chosen us as trusted partner for their wealth management.
    112
    £150k+
    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.