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

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  • Aspirations Financial Advice Ltd

    Evesham
    FCA verified
    Main areas of expertise include pensions and investments. Happy to meet at your home.
    17
    £250k+
    Can help with
    Pensions & retirement

  • Canaccord Genuity Wealth Management (CGWM)

    Birmingham
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    448
    £500k+
    Can help with
    Pensions & retirement

  • Saltus Partners LLP

    Tewkesbury
    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.
    566
    £250k+
    Can help with
    Pensions & retirement
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  • 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.
    117
    £150k+
    Can help with
    Pensions & retirement

  • The Private Office

    Birmingham
    FCA verified
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    30638
    £100k+
    Can help with
    Pensions & retirement

  • Matt Pearson - Prosperity Wealth Ltd

    Birmingham
    FCA verified
    We Offer Effective Solutions For All Aspects Of Financial Management Independent Advice Tailored to You
    103
    £0+
    Can help with
    Pensions & retirement

  • Douglas Steers & Company

    Smethwick
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    6548
    £50k+
    Can help with
    Pensions & retirement

  • Ascot Lloyd

    Oldbury
    FCA verified
    One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
    775
    £150k+
    Can help with
    Pensions & retirement

  • Fairstone Group

    Kidderminster
    FCA verified
    Fairstone incorporates one of the largest chartered financial planning firms in the UK. Our vision is to become the most trusted wealth management firm in the UK. We are the number one rated wealth management house on Trustpilot.
    11758
    £0+
    Can help with
    Pensions & retirement

  • Whateley Wealth Management Ltd

    Cofton hackett
    FCA verified
    We are Chartered Financial Planners giving best advice on how to build your wealth with a solution which is bespoke and balanced to your exact needs. We have 15 years experience advising. We offer a free initial consultation appointment.
    264
    £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.