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

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  • Kellands Chartered Financial Planners

    Bewdley
    FCA verified
    Kellands Chartered Financial Planners are independent financial advisers (IFAs) and Wealth Managers, offering quality financial planning and investment advice to both individuals and businesses in Cheshire, Greater Manchester and across the UK.
    28
    £250k+
    Can help with
    Pensions & retirement

  • Consequential Planning Ltd

    Worcester
    FCA verified
    We do not advise on cryptocurrency nor do we help with any claims or losses connected to cryptocurrency. Any individual claiming to do so is not connected with this business.
    157
    £50k+
    Can help with
    Pensions & retirement

  • Newstead Clark

    Kidderminster
    FCA verified
    Newstead Clark Financial Services offers personalised advice that’s tailored to your individual circumstances and financial goals. They take pride in building long-lasting relationships with their clients, based on trust, integrity, and transparency.
    139
    £50k+
    Can help with
    Pensions & retirement
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  • Hartsfield Financial Services

    St peter the great county
    FCA verified
    We’re an award-winning team of independent financial planners and Wealth Managers. We improve the financial well-being of business owners, professionals, and those approaching retirement.
    1413
    £150k+
    Can help with
    Pensions & retirement

  • Greentree Wealth Management Ltd

    Kidderminster
    FCA verified
    Our team at Greentree would love to help you with your retirement or investment planning. With over 15 years experience, we specialise in providing simple, jargon free advice, helping our clients to identify and achieve their financial objectives.
    10
    £0+
    Can help with
    Pensions & retirement

  • Meriden Financial Planning Limited

    Stourbridge
    FCA verified
    Choosing a local financial adviser you can trust may seem a daunting task, but if you need help with a financial decision it’s worth persevering. A good financial adviser can save you money and a lot of worry.
    187
    £50k+
    Can help with
    Pensions & retirement

  • Flying Colours

    Birmingham
    FCA verified
    Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
    17169
    £100k+
    Can help with
    Pensions & retirement

  • AFH Wealth Management LTD

    Evesham
    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
    1601
    £100k+
    Can help with
    Pensions & retirement

  • Steve Harris at True Potential Wealth Management

    Birmingham
    FCA verified
    Ensuring that your finances are being looked after and managed effectively, from an investment and tax perspective, is vitally important. Mistakes can be costly. This is where my knowledge, and expertise can help you achieve your financial dreams.
    89
    £100k+
    Can help with
    Pensions & retirement

  • Montpellier Asset Management

    Broadway
    FCA verified
    A trustworthy and diligent Wealth Management Company whose team have a combined 150+ years of experience within the Wealth Management and Financial Advice sectors.
    67
    £250k+
    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.