Top 10 Independent (IFAs) & Restricted Financial Advisers in Berkshire
Canaccord Genuity Wealth Management (CGWM)
SloughAt Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
Clients
helped652Minimum
wealth£500k+Pensions & retirementMInitial consultation free FCA verified IndependentM&G Wealth Advice
ReadingWe 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
helped457Minimum
wealth£100k+Pensions & retirementLInitial consultation free FCA verified RestrictedM&G Wealth Advice
ReadingWe 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
helped457Minimum
wealth£100k+Pensions & retirementLInitial consultation free FCA verified RestrictedNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Douglas Steers & Company
WoodleyExpert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped7443Minimum
wealth£50k+Pensions & retirement+7Initial 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 IndependentBerkshire IFA
PeasemoreWe 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
helped1457Minimum
wealth£250k+Pensions & retirementInitial consultation free FCA verified IndependentBerkshire IFA
FinchampsteadWe 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
helped1457Minimum
wealth£250k+Pensions & retirementInitial consultation free FCA verified IndependentSynthesis Wealth Management
PangbourneOur purpose is to help individuals and businesses make smarter, more informed financial decisions for a brighter future. Synthesis is a Chartered independent financial planning firm that uses technology to enhance value and outcomes for our clients.
Clients
helped219Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentDavid Asbridge True Potential Wealth Management LLP
Stratfield mortimerWith 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
helped188Minimum
wealth£100k+Pensions & retirementDInitial consultation free FCA verified RestrictedBlyth 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.