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

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  • Colin Thomson - Alexander House Financial Planning Ltd

    Birmingham
    FCA verified
    Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House Financial Planning can look after all your financial needs.
    42
    £100k+
    Can help with
    Pensions & retirement

  • Quilter Cheviot Financial Planning (North East & Midlands)

    Stourbridge
    FCA verified
    We’re here to help secure your financial future by supporting you with trusted advice every step of the way. Our experienced planners are here to help with whatever you need, whenever you need it.
    219
    £250k+
    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.
    88
    £100k+
    Can help with
    Pensions & retirement
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  • Southcote Financial Limited

    Birmingham
    FCA verified
    Pension and Retirement Specialists.
    10
    £0+
    Can help with
    Pensions & retirement

  • Sean Jones - 2plan wealth management

    Malvern
    FCA verified
    The financial voice on BBC Hereford & Worcester for over 10 years. Professional and understandable independent financial advice.
    58
    £0+
    Can help with
    Pensions & retirement

  • Gary Morris - 2plan wealth management (Malvern-IFA)

    Worcester
    FCA verified
    Chartered Financial Planner - highly qualified, experienced, multi-award winner. Specialising in pensions, retirement planning, investment management, inheritance tax & trusts.
    75
    £50k+
    Can help with
    Pensions & retirement

  • Rothesay Bennett Financial Planning

    St peter the great county
    FCA verified
    We are an independent financial planning firm that delivers unbiased & tailored advice to our clients across England & Scotland. Our primary aim is to enable our clients the peace of mind and confidence to make financial decisions without reservation.
    240
    £100k+
    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.
    186
    £50k+
    Can help with
    Pensions & retirement

  • Nasreen Akhter - Whateley Wealth Management Ltd

    Birmingham
    FCA verified
    We are a local, friendly and professional financial advisory firm offering advice in all aspects of financial planning.
    314
    £50k+
    Can help with
    Pensions & retirement

  • Douglas Steers & Company

    Birmingham
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    4760
    £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.