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

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  • Flying Colours

    Birmingham
    FCA verified
    Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
    17196
    £100k+
    Can help with
    Pensions & retirement

  • Sean Jones - 2plan wealth management

    Malvern
    FCA verified
    The financial voice on BBC Hereford & Worcester for over 10 years. Professional and understandable independent financial advice.
    58
    £0+
    Can help with
    Pensions & retirement

  • Simpson Financial Services Ltd

    Stoulton
    FCA verified
    Simpson Financial Services was established in 2004 with one aim – to provide you with the highest standard of financial advice and care. We help you reach your goals through financial planning, mortgage and protection advice, and wealth management.
    107
    £50k+
    Can help with
    Pensions & retirement
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  • Newstead Clark

    Kidderminster
    FCA verified
    Newstead Clark Financial Services offers personalised advice that’s tailored to your individual circumstances and financial goals. They take pride in building long-lasting relationships with their clients, based on trust, integrity, and transparency.
    139
    £50k+
    Can help with
    Pensions & retirement

  • Flying Colours

    Tenbury
    FCA verified
    Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
    17196
    £100k+
    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

  • The Private Office

    Stourbridge
    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.
    27567
    £100k+
    Can help with
    Pensions & retirement

  • Wren Sterling

    Birmingham
    FCA verified
    We're an Independent Financial Adviser, working with private individuals and corporate clients. Whether you're looking to change your existing adviser or you're totally new to financial planning, Wren Sterling has a service to suit you.
    1151
    £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

  • DAG Financial Solutions Ltd

    Redditch
    FCA verified
    We have been helping clients achieve their financial planning objectives for many years providing a trustworthy reliable service
    42
    £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.