Berkshire IFA
Initial consultation free
Independent
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.
We can advise you on
Clients
helped
1409helped
Minimum
pension value
£250k+pension value
Minimum
wealth
£250k+wealth
Minimum
mortgage value
£500k+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Mr Ashton Eddolls
Director, Berkshire IFA Limited
What our clients say
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Mr and Mrs P
We did not think we could buy our house. Ashton took the time to understand our circumstances and guide us through the options which were best suited to our situation. We are now finally on the...
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Mr M
Mr M
I worked for a company for 12 years and built up a pretty good pension, however I divorced a few years ago. I wanted my children to be the sole beneficiaries – Ashton helped me achieve this.
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Mr and Mrs M
Mr and Mrs M (Newbury)
Our ISA’s were spread across several companies, Ashton reviewed them and then helped us understand our options and which one was best suited to our situation. We are now...
ma
Mr and Mrs D
My investments are now in order, and I pay the tax I should be paying. Ashtons financial planning advice meant I was able to make some longer-term investment decisions and build a resilient...
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Mr F
I work in technology and had all my share options pay out owing to a change of management. Berkshire IFA guided me through this rather challenging financial situation which meant that I can now...
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Mr and Mrs S
Ashton helped me with my Lifetime and Annual Allowance issues, as a result I will have a significantly more comfortable retirement.
Compliance
We are Regulated by the Financial Conduct Authority FCA number 826120
Legal information
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