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

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

  • 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

  • Douglas Steers & Company

    Smethwick
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    4813
    £50k+
    Can help with
    Pensions & retirement

  • Retirement Solutions (UK) Ltd

    Birmingham
    FCA verified
    We are one of the UK's leading Retirement Advice firms. Our expert Protection advisers can provide you with market leading quotes, without obligation. Whatever your need, wherever in the UK you are based, we are confident we will be able to help you.
    4232
    £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

  • 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

  • Colin Thomson - Alexander House Financial Planning Ltd

    Birmingham
    FCA verified
    Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House Financial Planning can look after all your financial needs.
    43
    £100k+
    Can help with
    Pensions & retirement

  • 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.
    244
    £50k+
    Can help with
    Pensions & retirement

  • Neal and Co Financial Services Ltd

    Oldbury
    FCA verified
    22
    £0+
    Can help with
    Pensions & retirement

  • Gary Morris - 2plan wealth management (Malvern-IFA)

    Malvern
    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

  • Canaccord Genuity

    Worcester
    FCA verified
    We are part of the award winning Canaccord Wealth Management Company with UK assets under management in excess of £28bn.
    66
    £100k+
    Can help with
    Pensions & retirement

  • The Private Office

    Honeybourne
    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.
    27503
    £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.