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

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Total assets
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First meeting is free

  • 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.
    1337
    £150k+
    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.
    498
    £500k+
    Can help with
    Pensions & retirement

  • The Private Office

    Slough
    FCA verified
    Independent, 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.
    31156
    £100k+
    Can help with
    Pensions & retirement
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  • Simon Jones at Continuum Financial Services LLP

    Wokingham
    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.
    52
    £150k+
    Can help with
    Pensions & retirement

  • Berkshire IFA

    Finchampstead
    FCA verified
    We 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.
    1425
    £250k+
    Can help with
    Pensions & retirement

  • 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

  • Berkshire IFA

    Wokingham
    FCA verified
    We 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.
    1425
    £250k+
    Can help with
    Pensions & retirement

  • The Private Office

    Sunninghill and ascot
    FCA verified
    Independent, 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.
    31156
    £100k+
    Can help with
    Pensions & retirement

  • MPI Financial Advice

    Woodley
    FCA verified
    We provide a free update & advice service to help you understand your plans.
    4423
    £0+
    Can help with
    Pensions & retirement

  • Fairstone Group

    Wokingham
    FCA verified
    Fairstone incorporates one of the largest chartered financial planning firms in the UK. Our vision is to become the most trusted wealth management firm in the UK. We are the number one rated wealth management house on Trustpilot.
    11902
    £0+
    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.