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

I need advice on
Total assets
My postcode
First meeting is free

  • AFH Wealth Management LTD

    Sandhurst
    FCA verified
    The UK’s leading financial planning led wealth management firm. Providing independent financial planning and investment management services to clients who value a long-term relationship
    1603
    £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.
    2825
    £0+
    Can help with
    Pensions & retirement

  • Richard Walker-Gunns

    Newbury
    FCA verified
    I am passionate about having meaningful and relevant discussions to better understand a client’s needs or objectives so that we can establish a financial plan together.
    99
    £100k+
    Can help with
    Pensions & retirement
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  • D M Cager (Financial Services) Limited

    Maidenhead
    FCA verified
    < 10
    £0+
    Can help with
    Pensions & retirement

  • Berkshire IFA

    Newbury
    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.
    1327
    £250k+
    Can help with
    Pensions & retirement

  • Simon Jones at Continuum Financial Services LLP

    Finchampstead
    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.
    24
    £150k+
    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

    Reading
    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.
    1327
    £250k+
    Can help with
    Insurance & protection

  • Finsbridge Financial Planning

    Reading
    FCA verified
    We are a Chartered Financial Planning firm, providing evidence based independent financial planning, mortgage, insurance and tax advice to private clients, trusts and small businesses. We have offices in London Kent, Surrey, Essex, Berks and Hants.
    424
    £50k+
    Can help with
    Pensions & retirement

  • Truly Independent Limited

    Woodley
    FCA verified
    Offering a free initial meeting, we provide independent regulated advice on Investments, Pensions and Inheritance Tax Planning. We take the stress out of investing helping clients of all wealth levels.
    31
    £50k+
    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.