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

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  • Beneficial Financial Management

    Alcester
    FCA verified
    I provide friendly, low-cost, easily understood planning for individual clients. Specializing in Pensions Planning, Drawdown, Long term Investments & Residential/Buy-to-let mortgages. Based in Alcester for office meetings & travel throughout the Midlands.
    90
    £150k+
    Can help with
    Pensions & retirement
  • Rothesay Bennett Financial Planning

    Alcester
    FCA verified
    We are an independent financial planning firm that delivers unbiased & tailored advice to our clients across England & Scotland. Our primary aim is to enable our clients the peace of mind and confidence to make financial decisions without reservation.
    240
    £100k+
    Can help with
    Pensions & retirement
  • Positive Solutions FA

    Bidford on avon
    FCA verified
    Creating, preserving and managing our clients’ wealth since 2001
    197
    £50k+
    Can help with
    Pensions & retirement
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  • Matt Pearson - KLO Financial Services Ltd

    Bidford on avon
    FCA verified
    We Offer Effective Solutions For All Aspects Of Financial Management Independent Advice Tailored to You
    87
    £0+
    Can help with
    Pensions & retirement
  • Gareth Jones

    Bidford on avon
    FCA verified
    My approach to financial advice is very clear-cut, yet effective. I look for long-term relationships which are built on mutual respect and trust. Every client is unique, and so the approach is entirely personal
    21
    £50k+
    Can help with
    Pensions & retirement
  • Newstead Clark

    Bidford on avon
    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.
    140
    £50k+
    Can help with
    Pensions & retirement
  • Perspective (Warwickshire)

    Temple grafton
    FCA verified
    For over 35 years our purpose has been clear: to provide expert, specialised financial planning and wealth management advice that enables you, to make full and effective use of your financial resources, so you can plan and achieve the future you desire.
    32
    £100k+
    Can help with
    Pensions & retirement
  • M&G Wealth Advice

    Bidford on avon
    FCA verified
    We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
    77
    £0+
    Can help with
    Pensions & retirement
  • MPI Financial Advice

    Bidford on avon
    FCA verified
    We provide a free update & advice service to help you understand your plans.
    2852
    £0+
    Can help with
    Pensions & retirement
  • Hartsfield Financial Services

    Flyford flavell
    FCA verified
    We’re an award-winning team of independent financial planners and Wealth Managers. We improve the financial well-being of business owners, professionals, and those approaching retirement.
    1426
    £150k+
    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.