Berkshire IFA

Independent financial advisers, retirement planning, pensions, investments, mortgages, tax planning services and life cover.

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0118 334 3500

We are fully independent

We are fully independent and directly authorised by the FCA. This means we are able to focus our advice without being limited to certain products or providers.

Your interests come first

Our whole philosophy is borne out of many years' experience working in a professional practice environment. Our existing clients would confirm our ongoing commitment to this philosophy.

We are highly qualified

Continual professional development is an expectation all of our team place upon themselves regardless of how qualified they already are, not just as a requirement for qualified advisers.

Trust is core to our service

Our clients have told us that trust is absolutely essential for them, therefore we hold ourselves to this value and only ever act in our clients’ interest.

Integrity and transparency

We are committed to always explaining our fees and our regulatory obligations before any work is carried out.

About us

Helping You to Achieve the Lifestyle You Want

In everything we do our clients and the financial outcome they are seeking come first. To this end we have ensured that we are fully independent and directly authorised. As a result we are unencumbered by the possible restrictions some other large financial advice firms have over the investment recommendations they are able to offer their clients.

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Our Services

We can advise every client according to their individual situation, without being limited by commercial agreements.

Retirement Planning

We can navigate the increasingly complex pension legislation, review your situation and plan your retirement income to help satisfy your aspirations.

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Investment Advice

We offer bespoke investment planning based on our client's circumstances, capital growth and income aspirations.

Our experience means we can advise clients on the most suitable range of tax wrappers and other investment vehicles, to help achieve individual financial objectives.

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Mortgages

Access to the whole market means we can help you achieve your property ambitions - whether that be re-mortgaging your existing home, obtaining a new mortgage for your next home or financing a buy to let scenario.

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Education Funding

Planning for the future of your children is hugely important. We can advise you on how best to plan for any future educational opportunities that you may wish to give them.

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Tax Planning and Estate Planning

It is not what you earn, it is what you keep that is important. Therefore, we offer all our clients the means to be as tax efficient as possible.

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We open doors for our Clients

Our role is to facilitate the financial future of our clients, read what some of our clients have said about us.

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