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

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  • Berkshire IFA

    Windsor
    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.
    1409
    £100k+
    Can help with
    Insurance & protection

  • Talis

    Swallowfield
    FCA verified
    Experienced Independent Financial Consultant, skilled in providing Holistic Financial Planning to individuals and corporate clients including Retirement and Intergenerational Planning, Investment Advice, and Business succession and continuity planning.
    141
    £100k+
    Can help with
    Pensions & retirement

  • Saltus Partners LLP

    Maidenhead
    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.
    527
    £250k+
    Can help with
    Pensions & retirement
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  • Douglas Steers & Company

    Reading
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    6263
    £50k+
    Can help with
    Pensions & retirement

  • Bampton Independent Financial Services

    Windsor
    FCA verified
    I would welcome the opportunity to meet with you to explain how our proposition might match with your expectations.
    196
    £100k+
    Can help with
    Pensions & retirement

  • Impartial Financial Advice Ltd

    Sunninghill and ascot
    FCA verified
    - 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.
    322
    £50k+
    Can help with
    Pensions & retirement

  • Canaccord Genuity Wealth Management (CGWM)

    Windsor
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    311
    £250k+
    Can help with
    Pensions & retirement

  • Douglas Steers & Company

    Holybrook
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    6263
    £50k+
    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.
    1409
    £250k+
    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.
    136
    £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.