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

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Total assets
My postcode
First meeting is free

  • Eduardo Ferreira Simoes At Julian Harris Financial Consultants

    Inkberrow
    FCA verified
    Guiding You to Grow, Preserve, and Share Your Wealth & Legacy. Together, Let’s Set Sail for Financial Elysium
    Recently added
    £250k+
    Can help with
    Pensions & retirement

  • Whateley Wealth Management Ltd

    Birmingham
    FCA verified
    We are Independent Financial Advisers giving best advice on how to build your prosperity with a solution which is bespoke and balanced to your exact needs. We firmly believe everyone deserves a secure financial future.
    268
    £50k+
    Can help with
    Pensions & retirement

  • Hymans Robertson Personal Wealth

    Bewdley
    FCA verified
    97
    £100k+
    Can help with
    Pensions & retirement
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  • Donna Malone Financial Advice Ltd

    Birmingham
    FCA verified
    Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them.
    152
    £50k+
    Can help with
    Pensions & retirement

  • Sundeep Sindhu At Quilter Financial Advisers

    Stourbridge
    FCA verified
    I am a Financial Planning Consultant with Quilter Financial Advisers, a leading provider of financial advice and services in the UK. I have over a decade of experience in providing financial planning advice across a broad range of areas.
    22
    £0+
    Can help with
    Pensions & retirement

  • Kind Wealth

    Evesham
    FCA verified
    Our purpose is helping families prosper through providing excellent financial planning and mortgage advice to our clients.
    11
    £250k+
    Can help with
    Pensions & retirement

  • The Private Office

    Redditch
    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.
    31156
    £100k+
    Can help with
    Pensions & retirement

  • Lopez Financial Planning (AR of M&G Wealth Advice)

    Oldbury
    FCA verified
    I help people achieve financial security by providing expertise across all areas of financial planning (incl protection, retirement and investments). My main drive is to provide clients with peace of mind and allow them to focus on what matters to them.
    Recently added
    £0+
    Can help with
    Pensions & retirement

  • Aspirations Financial Advice Ltd

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

  • William Felix - Intelligent Financial Advisory Ltd

    Ripple
    FCA verified
    Creating, managing and protecting your wealth the intelligent way
    213
    £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.