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

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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.
    248
    £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.
    30057
    £100k+
    Can help with
    Pensions & retirement
  • Nasreen Akhter - Whateley Wealth Management Ltd

    Bromsgrove
    FCA verified
    We are a local, friendly and professional financial advisory firm offering advice in all aspects of financial planning.
    349
    £50k+
    Can help with
    Pensions & retirement
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  • Jerroms Financial Planning

    Bromsgrove
    FCA verified
    Independent financial advisers experienced in all aspects of retirement and investment planning, also consulting with small companies and business owners. Providing you financial peace of mind through a robust, bespoke financial plan.
    137
    £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.
    311
    £250k+
    Can help with
    Pensions & retirement
  • Saltus Partners LLP

    Redditch
    FCA verified
    Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.
    527
    £250k+
    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
  • 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
  • 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
  • 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

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.

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