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

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Total assets
My postcode
First meeting is free

  • Saltus Partners LLP

    Slough
    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.
    384
    £250k+
    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.
    2249
    £50k+
    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.
    4788
    £50k+
    Can help with
    Pensions & retirement
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  • Simon Jones at Continuum Financial Services LLP

    Wokingham
    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.
    23
    £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

  • Attivo

    Charvil
    FCA verified
    Attivo takes a Life Plan First approach to financial planning, working with you to uncover What Matters Most to you in your lives today and for the future. We’re here to listen, to understand what you want out of your life.
    146
    £150k+
    Can help with
    Pensions & retirement

  • Berkshire IFA

    Winnersh
    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.
    1322
    £250k+
    Can help with
    Pensions & retirement

  • Create Wealth Management Ltd

    Slough
    FCA verified
    Chartered Financial Planners providing advice to clients seeking to make well considered and planned, good decisions with their personal finances.
    62
    £250k+
    Can help with
    Pensions & retirement

  • Berkshire IFA

    Reading
    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.
    1322
    £250k+
    Can help with
    Pensions & retirement

  • H B Dobbin Financial Planning Limited

    Windsor
    FCA verified
    HB Dobbin are Independent Financial Advisers (est 1948). We provide tailored financial planning and investment advice to individuals, trustees,and companies.
    11
    £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.