Top 10 Independent (IFAs) & Restricted Financial Advisers in Chaddesley Corbett

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  • 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.
    17
    £0+
    Can help with
    Pensions & retirement
  • Fairstone Group

    Kidderminster
    FCA verified
    Fairstone incorporates one of the largest chartered financial planning firms in the UK. Our vision is to become the most trusted wealth management firm in the UK. We are the number one rated wealth management house on Trustpilot.
    11649
    £0+
    Can help with
    Pensions & retirement
  • Hymans Robertson Personal Wealth

    Clent
    FCA verified
    85
    £100k+
    Can help with
    Pensions & retirement
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  • Lifestyle Future Ltd

    Kidderminster
    FCA verified
    The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.
    < 10
    £50k+
    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.
    350
    £50k+
    Can help with
    Pensions & retirement
  • 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.
    138
    £50k+
    Can help with
    Pensions & retirement
  • Fairstone Group

    Stourbridge
    FCA verified
    Fairstone incorporates one of the largest chartered financial planning firms in the UK. Our vision is to become the most trusted wealth management firm in the UK. We are the number one rated wealth management house on Trustpilot.
    11649
    £0+
    Can help with
    Pensions & retirement
  • Richard Wood - PROSPERITY FINANCIAL GROUP, INC.

    Romsley
    FCA verified
    Your best interests are at the core of everything that I do on your behalf. I believe it’s my ability to build strong relationships with my clients that is key to success for both
    452
    £50k+
    Can help with
    Pensions & retirement
  • Quilter Cheviot Financial Planning (North East & Midlands)

    Stourbridge
    FCA verified
    We’re here to help secure your financial future by supporting you with trusted advice every step of the way. Our experienced planners are here to help with whatever you need, whenever you need it.
    275
    £250k+
    Can help with
    Pensions & retirement
  • Sundeep Sindhu At Quilter Financial Advisers

    Stourbridge
    FCA verified
    I am a Financial Planning Consultant with Quilter Financial Advisers, a leading provider of financial advice and services in the UK. I have over a decade of experience in providing financial planning advice across a broad range of areas.
    Recently added
    £0+
    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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