Top 10 Independent (IFAs) & Restricted Financial Advisers in Worcestershire
Jane Newman Financial Planning Limited
WorcesterAt Jane Newman Financial Planning we have a team ready to assist clients, new and existing with their immediate and future financial needs.
Clients
helped257Minimum
wealth£0+Pensions & retirementEInitial consultation free FCA verified IndependentLopez Financial Planning (AR of M&G Wealth Advice)
BirminghamI 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.
Clients
helped30Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified RestrictedHymans Robertson Personal Wealth
BewdleyGet expert support at every life stage, from the start of your career to retirement. Our services, driven by technology and expert advice, focus on long-term investing, backed by 100 years of experience from our parent company.
Clients
helped127Minimum
wealth£100k+Pensions & retirement+7Initial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Neil Dawson - True Potential Wealth Management
BirminghamI have been advising my clients for over 20 years, with particular expertise in redundancy benefits and pension & retirement planning. I will guide you through the complexities of planning, allowing you to make fully informed decisions about your future.
Clients
helped29Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified RestrictedFlying Colours Advice
BirminghamFlying 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.
Clients
helped18967Minimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified IndependentAHR Private Clients
BirminghamAHR Private Clients is a UK High & Ultra High Net Worth provider of Independent Financial Advice within the UK offering a clear and focused proposition for the benefit of our clients retaining their interests at the heart of everything we do.
Clients
helped308Minimum
wealth£250k+Pensions & retirementLInitial consultation free FCA verified IndependentMeriden Financial Planning Limited
StourbridgeChoosing 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.
Clients
helped203Minimum
wealth£50k+Pensions & retirementEJ+1Initial consultation free FCA verified IndependentCanaccord Genuity Wealth Management (CGWM)
WorcesterAt Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
Clients
helped671Minimum
wealth£500k+Pensions & retirementMInitial consultation free FCA verified IndependentAscot Lloyd
BirminghamOne of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
Clients
helped1001Minimum
wealth£150k+Pensions & retirementKRCInitial consultation free FCA verified IndependentNasreen Akhter - Whateley Wealth Management Ltd
HalesowenWe are a local, friendly and professional financial advisory firm offering advice in all aspects of financial planning.
Clients
helped347Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified Independent
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.