Top 20 Independent Financial Advisers in Great Witley

I'm looking for
I need advice on
Income/Asset value
Find adviser near postcode/city
I prefer to be advised
  • 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.
    45
    £0+
    9.5
    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*
    571
    £50k+
    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+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Kidderminster
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    9307
    £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
  • 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.
    107
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Gary Morris - 2plan wealth management (Malvern-IFA)

    Worcester
    Chartered Financial Planner - highly qualified, experienced, multi-award winner. Specialising in pensions, retirement planning, investment management, inheritance tax & trusts.
    73
    £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.
    5473
    £0+
    9.0
    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.
    57
    £100k+
    9.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement

    All you need to
    know about
    finding advice

    How to understand your own advice needs and when it’s time to ask an adviser.
    The different ways you can use Unbiased to identify the ideal adviser for you.
  • 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+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • KW Wealth Planning Ltd

    Worcester
    We look after a diverse range of clients including private individuals, trusts, charities and corporates. We also work with some of the UK’s largest universities and institutions. Our goal is to build enduring relationships to realise the best financial outcomes for our clients and their families.
    57
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Suckling Waddington & Partners

    Worcester
    At Suckling Waddington we have been giving sound financial advice to companies, partnerships and individuals since 1973.
    37
    £0+
    7.0
    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.
    142
    £0+
    7.0
    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.
    265
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Droitwich spa
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    12525
    £100k+
    9.4
    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.
    62
    £100k+
    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
    571
    £50k+
    10.0
    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.
    142
    £0+
    9.3
    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

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.