Top 20 Independent Financial Advisers in Burwarton

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  • Opal Wealth Management Ltd

    Cleobury north
    We are still providing advice during these uncertain times, but are choosing not to meet with clients to try to ensure our mutual safety. Please email us should you require financial advice. Our specialisations lie within constructing tax efficient investment portfolios and retirement planning, be it 'saving for' or 'at retirement' solutions*
    570
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Opal Wealth Management Ltd

    Neen savage
    We are still providing advice during these uncertain times, but are choosing not to meet with clients to try to ensure our mutual safety. Please email us should you require financial advice. Our specialisations lie within constructing tax efficient inve
    570
    £50k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • LJ Financial Planning, David Jamieson

    Ludlow
    You work hard for your money. Does your money work hard for you?
    162
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Opal Wealth Management Ltd

    Worfield
    We are still providing advice during these uncertain times, but are choosing not to meet with clients to try to ensure our mutual safety. Please email us should you require financial advice. Our specialisations lie within constructing tax efficient investment portfolios and retirement planning, be it 'saving for' or 'at retirement' solutions*
    570
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Epiphany LFP

    Ludlow
    Here at EpiphanyLFP we offer friendly face to face meetings in order to create individual financial actions plans to designed to meet your financial lifestyle, after in depth discussion to understand you and your circumstances.
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Consequential Planning Ltd

    Burford
    We are an independent, directly authorised company based in Bewdley run by the director and Chartered Financial Planner with the support of an admin team that has a wealth of experience in financial services.
    44
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Grainger Jones - Meriden Financial Planning

    Bewdley
    My goal is to make complicated financial planning matters easy to understand and to assist my clients in achieving their goals.
    New adviser
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Consequential Planning Ltd

    Bewdley
    We are an independent, directly authorised company based in Bewdley run by the director and Chartered Financial Planner with the support of an admin team that has a wealth of experience in financial services.
    44
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Opal Wealth Management Ltd

    Bewdley
    We are still providing advice during these uncertain times, but are choosing not to meet with clients to try to ensure our mutual safety. Please email us should you require financial advice. Our specialisations lie within constructing tax efficient investment portfolios and retirement planning, be it 'saving for' or 'at retirement' solutions*
    570
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Myriad Financial Planning Ltd

    Wolverley and cookley
    Lets have a cup of tea and discuss what is important to you and you family and finding the best way of achieving that. Obviously in the current climate this will have to be over the telephone or video call on Zooms or Teams.
    17
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Flying Colours

    Kidderminster
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    9286
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Furnival Evans Ltd

    Kidderminster
    Johanne and Julian offer professional financial advice, helping you to secure you and your families future.
    10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Succession Wealth

    Kidderminster
    Ever considered using a Wealth Planner? If so, please get in touch for a no obligation initial video call to discuss your requirements. We work with you to create and implement a Succession Plan - a blueprint for your financial future.
    90
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • LJ Financial Planning, David Jamieson

    Great dawley
    We help you achieve financial freedom through sound, long-term financial planning.
    162
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • KLO Financial Services

    Wolverley and cookley
    Offering professional and personal financial solutions across all aspects of financial planning, from pension and investments to mortgages and protection
    216
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Neil Dixon at True Potential Weath Management

    Condover
    A Chartered Financial Planner & Pensions Specialist, giving quality advice to clients, nationwide. I will help you achieve your retirement dreams. I hold the relevant qualifications to advise in the complex area of Defined Benefit/Final Salary schemes.
    12
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Alexander House Financial Planning Ltd.

    Lawley and overdale
    Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House Financial Planning can look after all your financial needs.
    1046
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Croft and Oakes Chartered Financial Planners Limited

    Hollinswood and randlay
    If you are currently concerned about the impact of coronavirus on your pensions and investments were here to help. We have the facility to provide advice remotely or just put your mind at rest.
    29
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Montpellier Asset Management

    Shifnal
    A trustworthy and diligent Wealth Management Company whose team have over 100 years experience in the financial planning sector.
    24
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Oak County Financial Services Ltd

    Shifnal
    Free Initial Meeting either virtual or at our office or speak to us first with no obligation. Putting our clients needs first.
    23
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    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.