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

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  • 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

  • AFH Wealth Management LTD

    Evesham
    FCA verified
    The UK’s leading financial planning led wealth management firm. Providing independent financial planning and investment management services to clients who value a long-term relationship
    1801
    £100k+
    Can help with
    Pensions & retirement

  • 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
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  • 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.
    29196
    £100k+
    Can help with
    Pensions & retirement

  • Matt Pearson - Prosperity Wealth Ltd

    Mappleborough green
    FCA verified
    We Offer Effective Solutions For All Aspects Of Financial Management Independent Advice Tailored to You
    98
    £0+
    Can help with
    Pensions & retirement

  • William Felix - Intelligent Financial Advisory Ltd

    Ripple
    FCA verified
    Creating, managing and protecting your wealth the intelligent way
    205
    £100k+
    Can help with
    Pensions & retirement

  • Raymond James Investment Services

    Tenbury
    FCA verified
    Making your investments work for you - Stocks and Shares, ISAs, Pensions and Offshore Bonds. Discretionary Managed portfolios tailored to you. Truly personal wealth and investment management services for a life well planned.
    32
    £150k+
    Can help with
    Pensions & retirement

  • Greentree Wealth Management Ltd

    Kidderminster
    FCA verified
    Our team at Greentree would love to help you with your retirement or investment planning. With over 15 years experience, we specialise in providing simple, jargon free advice, helping our clients to identify and achieve their financial objectives.
    16
    £0+
    Can help with
    Pensions & retirement

  • Dhruv Vyas - Serenity Wealth Management Ltd

    Wythall
    FCA verified
    Serenity Wealth Management specialises in providing expert advice in a wide array of important areas, including investment, inheritance tax, pension, and protection planning.
    Recently added
    £100k+
    Can help with
    Pensions & retirement

  • Nabil Kazi at Truly Independent

    Worcester
    FCA verified
    We are a UK-wide financial advice firm, listed as one of the top 100 by FTAdvisers. Our network of independent financial advisers cover the whole financial services market.
    55
    £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.