Top 20 Independent Financial Advisers in Worcestershire

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  • Suckling Waddington & Partners

    Worcester
    At Suckling Waddington we have been giving sound financial advice to companies, partnerships and individuals since 1973.
    36
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Whateley Wealth Management Ltd

    Lickey and blackwell
    We are a local, friendly and professional financial advisory firm offering advice in all aspects of financial planning.
    < 10
    £0+
    7.0
    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+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Hartsfield Financial Services Limited

    Worcester
    We’re a team of independent financial planners based in Cheltenham. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
    41
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • LifeSearch

    Redditch
    We're experts, we care, we're here so you can protect the life you love.
    154
    £0+
    10.0
    Can help with Advice areas
    & specialisation
    Mortgages
  • Rothesay Bennett Financial Planning

    Redditch
    All advisers at Rothesay Bennett are highly qualified and have a minimum 9 years experience advising clients.
    205
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Harteshwer Thind - PSA Financial Services

    Evesham
    Our mission is to provide clear, honest, no-nonsense financial solutions. Helping our clients achieve their financial ambitions via a holistic approach to financial planning bespoke to each individual.
    102
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Tenet Financial Services

    Evesham
    At Tenet Financial Services we have one goal – to help you achieve financial peace of mind. Our aim is to provide the advice you need and help ensure your finances are in the best possible place to match your individual circumstances and aspirations.
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Ascot Lloyd

    Worcester
    One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
    445
    £50k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Aspirations Financial Advice Ltd

    Honeybourne
    Main areas of expertise include pensions and investments. Happy to meet at your home.
    14
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Jerroms Financial Planning

    Bromsgrove
    Independent financial advisers experienced in all aspects of retirement and investment planning, also consulting with small companies and business owners. Providing you financial peace of mind through a robust, bespoke financial plan.
    76
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • AFH Wealth Management

    Bredicot
    I pride myself on offering genuinely impartial financial advice, in a friendly and professional manner. And I'm Chartered!
    75
    £50k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • SN Financial Services Ltd

    Droitwich spa
    At SN Financial we have a dedicated Wealth Management Team who guide our clients through their Savings and Investment requirements and offer investment advice. Using state-of-the-art market comparison technology we are able to analyse the investment opportunities available, including key indicators such as performance, risk and capacity for loss tolerance. Because we deal with a variety of providers, this enables us to produce documents and make amendments online without the delay of post and/or company timescales.
    262
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Tenet Financial Services

    Malvern
    At Tenet Financial Services we have one goal – to help you achieve financial peace of mind. Our aim is to provide the advice you need and help ensure your finances are in the best possible place to match your individual circumstances and aspirations.
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Alexander House Financial Planning Ltd

    Childswickham
    Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
    28
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    Droitwich spa
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    5250
    £0+
    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
  • Canaccord Genuity

    Worcester
    We are part of the award winning Canaccord Wealth Management Company with UK assets under management in excess of £28bn.
    60
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Ascot Lloyd

    Stoke
    One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
    445
    £50k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Sean Jones - 2plan wealth management

    Malvern
    The financial voice on BBC Hereford & Worcester for over 10 years. Professional and understandable independent financial advice.
    42
    £0+
    7.0
    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.