Top 20 Independent Financial Advisers in Worcestershire

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  • LifeSearch

    Redditch
    We're experts, we care, we're here so you can protect the life you love.
    465
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Mortgages
  • 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.
    56
    £100k+
    9.0
    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!
    78
    £50k+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
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  • Canaccord Genuity

    Worcester
    We are part of the award winning Canaccord Wealth Management Company with UK assets under management in excess of £28bn.
    64
    £100k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Group Ltd

    Malvern
    Fairstone incorporates one of the largest Chartered financial planning firms in the UK and is the number one rated wealth management house on Trustpilot.
    6639
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Peter Blackhall at Midwinter Financial Planning

    Inkberrow
    A Solihull based Chartered Independent Financial Adviser. I hold CII Level 6 Advanced Diploma in Regulated Financial Planning, and Certificates in Paraplanning, Pension Transfer Advice, Discretionary Investment Management, and Securities Advice & Dealing.
    41
    £150k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • 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.
    21
    £100k+
    10.0
    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.
    552
    £150k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • True Potential Wealth Management - Jason Lynch

    St peter the great county
    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 palnning.
    78
    £250k+
    9.0
    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
  • 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.
    207
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • DAG Financial Solutions Ltd

    Redditch
    We have been helping clients achieve their financial planning objectives for many years providing a trustworthy reliable service
    37
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • HL Consulting

    Bromsgrove
    Highly respected Chartered Financial Planning Practice with over 20 years adviser industry experience offering quality personalised advice tailored to individuals
    13
    £0+
    7.0
    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.
    15
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Peter Blackhall at Midwinter Financial Planning

    Pershore
    A Solihull based Chartered Independent Financial Adviser. I hold CII Level 6 Advanced Diploma in Regulated Financial Planning, and Certificates in Paraplanning, Pension Transfer Advice, Discretionary Investment Management, and Securities Advice & Dealing.
    41
    £150k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Jane Newman Financial Planning Limited

    Droitwich spa
    At Jane Newman Financial Planning we have a team ready to assist clients, new and existing with their immediate and future financial needs.
    186
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fresh Approach Financial Planning Ltd

    Worcester
    Clear and Concise Independent Financial Planning, tailored to your specific needs. Get in touch for your no obligation first review.
    113
    £100k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • LifeSearch

    Romsley
    We're experts, we care, we're here so you can protect the life you love.
    465
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Mortgages
  • William Felix - Intelligent Financial Advisory Ltd

    Pershore
    Creating, managing and protecting your wealth the intelligent way
    107
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Jane Newman Financial Planning Limited

    Worcester
    At Jane Newman Financial Planning we have a team ready to assist clients, new and existing with their immediate and future financial needs.
    186
    £0+
    8.1
    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.