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

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  • Jane Newman Financial Planning Limited

    Droitwich spa
    FCA verified
    At Jane Newman Financial Planning we have a team ready to assist clients, new and existing with their immediate and future financial needs.
    250
    £50k+
    Can help with
    Pensions & retirement

  • The Private Office

    Droitwich spa
    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.
    30296
    £100k+
    Can help with
    Pensions & retirement

  • Canaccord Genuity Wealth Management (CGWM)

    Worcester
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    377
    £250k+
    Can help with
    Pensions & retirement
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  • 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.
    63
    £50k+
    Can help with
    Pensions & retirement

  • Neil Dixon at True Potential Weath Management

    Worcester
    FCA verified
    A Chartered Financial Planner & Pensions Specialist, giving quality advice to clients, nationwide. I will help you achieve your retirement dreams. I hold the relevant qualifications to advise in the complex area of Defined Benefit/Final Salary schemes.
    138
    £150k+
    Can help with
    Pensions & retirement

  • 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

  • Hymans Robertson Personal Wealth

    Bewdley
    FCA verified
    85
    £100k+
    Can help with
    Pensions & retirement

  • Consequential Planning Ltd

    Bewdley
    FCA verified
    We are an independent, directly authorised company based in Bewdley run by the director and Chartered Financial Planner with the support of an admin team that has a wealth of experience in financial services.
    260
    £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
    43
    £50k+
    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.
    377
    £250k+
    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.