Top 10 Independent (IFAs) & Restricted Financial Advisers in Upton Snodsbury

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  • Clive Strange - AFH Wealth Management

    Bredicot
    FCA verified
    I pride myself on offering genuinely impartial financial advice, in a friendly and professional manner. And I'm Chartered!
    106
    £50k+
    Can help with
    Pensions & retirement

  • Simpson Financial Services Limited

    Stoulton
    FCA verified
    Simpson Financial Services was established in 2004 with one aim – to provide you with the highest standard of financial advice and care. We help you reach your goals through financial planning, mortgage and protection advice, and wealth management.
    147
    £50k+
    Can help with
    Pensions & retirement

  • Dhm Wynchwood LLP

    Warndon
    FCA verified
    Established in 1973, DHM has a history of providing good advice to individuals and businesses.
    < 10
    £0+
    Can help with
    Pensions & retirement
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  • Montpellier Asset Management

    Worcester
    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.
    109
    £100k+
    Can help with
    Pensions & retirement

  • Canaccord Genuity Wealth Management (CGWM)

    Hindlip
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    311
    £250k+
    Can help with
    Pensions & retirement

  • Andrew Rankin - Westminster Wealth Management LLP

    Worcester
    FCA verified
    I offer fully independent financial planning advice to help you achieve your lifestyle and retirement goals.
    83
    £150k+
    Can help with
    Pensions & retirement

  • PL Wealth & Pensionlite

    Worcester
    FCA verified
    Your financial future is directly tied to your lifestyle both now and in the future. 160 years of experience managing wealth, protecting lifestyles and creating plans that give you and your family a future where your wealth works for you.
    287
    £50k+
    Can help with
    Pensions & retirement

  • Gareth Jones

    Worcester
    FCA verified
    My approach to financial advice is very clear-cut, yet effective. I look for long-term relationships which are built on mutual respect and trust. Every client is unique, and so the approach is entirely personal
    42
    £50k+
    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.
    252
    £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

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.