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

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  • Tara Financial Services Ltd

    Finchampstead
    FCA verified
    The Specialists in Wealth Management and Pensions planning for Individuals and businesses.
    26
    £100k+
    Can help with
    Pensions & retirement

  • Chester Rose Financial Planning Limited

    Woodley
    FCA verified
    Chester Rose Financial Planning specialises in lifetime financial planning, investments, pensions, long term care advice and protection.
    154
    £0+
    Can help with
    Pensions & retirement

  • Berkshire IFA

    Sandhurst
    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
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  • 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

  • Douglas Steers & Company

    Warfield
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    4812
    £50k+
    Can help with
    Pensions & retirement

  • AFH Wealth Management Cookham

    Cookham
    FCA verified
    AFH Wealth Management Cookham have been offering personal, financial and wealth management advice to clients for over 35 years.
    154
    £100k+
    Can help with
    Pensions & retirement

  • Sable Private Wealth Management Ltd

    Sunningdale
    FCA verified
    What's on your mind? Retirement? Wealth Preservation? Extracting value from your business? Busy-ness = procrastinating on personal finances? Cross-border financial planning? It may be a combination. We can help and guide you through all of these areas.
    11
    £150k+
    Can help with
    Pensions & retirement

  • Mather and Murray Financial

    Reading
    FCA verified
    Independent pension and investment advice. Initial no obligation meeting at no cost. Whole of market mortgage and protection advisers.
    2262
    £50k+
    Can help with
    Pensions & retirement

  • Keith Whitehead - True Potential LLP

    Earley
    FCA verified
    I have joined True Potential Wealth Management as an experienced Financial Planner, with a wealth of knowledge and expertise, particularly in the complex areas of investments and pensions, including Defined Benefit/Final Salary advice.
    529
    £100k+
    Can help with
    Pensions & retirement

  • Douglas Steers & Company

    Newbury
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    4812
    £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.