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

I need advice on
Total assets
My postcode
First meeting is free

  • Warwick Wealth Management Ltd

    Birmingham
    FCA verified
    YOU are the focus of our business: You, your life, your family, your future.
    85
    £50k+
    Can help with
    Pensions & retirement

  • 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.
    Recently added
    £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.
    Recently added
    £0+
    Can help with
    Pensions & retirement
    Not sure which adviser to pick?
    Answer a few questions to help us find you the perfect match.
    Get matched

  • Douglas Steers & Company

    Smethwick
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    4739
    £50k+
    Can help with
    Pensions & retirement

  • Whateley Wealth Management Ltd

    Cofton hackett
    FCA verified
    We are Independent Financial Advisers giving best advice on how to build your prosperity with a solution which is bespoke and balanced to your exact needs. We firmly believe everyone deserves a secure financial future.
    252
    £50k+
    Can help with
    Pensions & retirement

  • Southcote Financial Limited

    Birmingham
    FCA verified
    Pension and Retirement Specialists.
    10
    £0+
    Can help with
    Pensions & retirement

  • Whateley Wealth Management Ltd

    Dodford and grafton
    FCA verified
    We are Independent Financial Advisers giving best advice on how to build your prosperity with a solution which is bespoke and balanced to your exact needs. We firmly believe everyone deserves a secure financial future.
    252
    £50k+
    Can help with
    Pensions & retirement

  • Steve Harris at True Potential Wealth Management

    Birmingham
    FCA verified
    Ensuring that your finances are being looked after and managed effectively, from an investment and tax perspective, is vitally important. Mistakes can be costly. This is where my knowledge, and expertise can help you achieve your financial dreams.
    86
    £100k+
    Can help with
    Pensions & retirement

  • William Felix - Intelligent Financial Advisory Ltd

    Pershore
    FCA verified
    Creating, managing and protecting your wealth the intelligent way
    193
    £100k+
    Can help with
    Pensions & retirement

  • William Felix - Intelligent Financial Advisory Ltd

    Ripple
    FCA verified
    Creating, managing and protecting your wealth the intelligent way
    193
    £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.