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

Find the best FCA regulated financial advisers in Worthington. Get expert help near you with pensions, investments, retirement planning and more
Worthington, North West Leicestershire, Leicestershire
Ian King Financial Planning Ltd

Ian King Financial Planning Ltd

Staunton harold
FCA verified
There’s another way to plan for your future
Clients
helped
157
Minimum
wealth
£0+
Can help with
Pensions & retirement
True Potential Wealth Management - Jason Lynch

True Potential Wealth Management - Jason Lynch

Melbourne
FCA verified
I am a Chartered Financial Planner, Pensions expert and Partner with True Potential Wealth Management, specialising in the complex area of Defined Benefit/Final Salary pension advice, investments and inheritance tax planning.
Clients
helped
470
Minimum
wealth
£100k+
Can help with
Pensions & retirement
Imperial Wealth Advisory

Imperial Wealth Advisory

Ashby de la zouch
FCA verified
Creating, managing and protecting your wealth the intelligent way
Clients
helped
367
Minimum
wealth
£150k+
Can help with
Pensions & retirement
Andrew Carley - True Potential Wealth Management LLP

Andrew Carley - True Potential Wealth Management LLP

Melbourne
FCA verified
True Potential provides experienced advice bespoke to each individual client or company. Recognising that everyone’s personal situations are unique, we will take the time to get to know you, what’s important and work with you every step of the way.
Clients
helped
209
Minimum
wealth
£100k+
Can help with
Pensions & retirement
Ingenious Financial Solutions

Ingenious Financial Solutions

Melbourne
FCA verified
We provide sound, financial solutions for our client's needs for today and for their future.
Clients
helped
480
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Humboldt Financial

Humboldt Financial

Melbourne
FCA verified
As a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.
Clients
helped
2448
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Fairstone Group

Fairstone Group

Ashby de la zouch
FCA verified
Fairstone originated in the Northeast of England in 2008 and now has national coverage through a number of locally based offices. With a 5* Trustpilot rating & 14,250 reviews, Fairstone strive to be “The most trusted wealth management firm in the UK"
Clients
helped
14503
Minimum
wealth
£0+
Can help with
Pensions & retirement
Fairstone Group

Fairstone Group

Coalville
FCA verified
Fairstone originated in the Northeast of England in 2008 and now has national coverage through a number of locally based offices. With a 5* Trustpilot rating & 14,250 reviews, Fairstone strive to be “The most trusted wealth management firm in the UK"
Clients
helped
14503
Minimum
wealth
£0+
Can help with
Pensions & retirement
Andrew Carley - True Potential Wealth Management LLP

Andrew Carley - True Potential Wealth Management LLP

Coalville
FCA verified
True Potential provides experienced advice bespoke to each individual client or company. Recognising that everyone’s personal situations are unique, we will take the time to get to know you, what’s important and work with you every step of the way.
Clients
helped
209
Minimum
wealth
£100k+
Can help with
Pensions & retirement
Andrew Carley - True Potential Wealth Management LLP

Andrew Carley - True Potential Wealth Management LLP

Ashby de la zouch
FCA verified
True Potential provides experienced advice bespoke to each individual client or company. Recognising that everyone’s personal situations are unique, we will take the time to get to know you, what’s important and work with you every step of the way.
Clients
helped
209
Minimum
wealth
£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.

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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.