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
1414helped
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 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 and Mrs P
We didn't 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 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 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 S
Ashton helped me with my Lifetime and Annual Allowance Issues, as a result I will have a significantly more comfortable retirement.
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Mr and Mrs L
We arranged a mortgage and some life cover and sorted out all of our pensions. We could not be happier as we are saving £1,500 a month in repayments, and only have one pension rather than 7 small...
Compliance
We are Regulated by the Financial Conduct Authority FCA number 826120
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