Top 20 Independent Financial Advisers in Badsey

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  • 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
  • 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.
    211
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Neil Dixon at True Potential Weath Management

    North and middle littleton
    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.
    44
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
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  • Fairstone Group

    North and middle littleton
    Fairstone incorporates one of the largest Chartered financial planning firms in the UK and is the number one rated wealth management house on Trustpilot.
    6655
    £0+
    7.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Honeybourne
    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.
    16002
    £100k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Maria McLoughin at 2Plan Wealth Management

    Ebrington
    Leading wealth management advice from outstanding financial advisers
    25
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • 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
  • 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.
    43
    £150k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Beneficial Financial Management

    Stratford upon avon
    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 & throughout the Midlands.
    63
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Tenet Financial Services

    Inkberrow
    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
  • Rothesay Bennett Financial Planning

    Alcester
    All advisers at Rothesay Bennett are highly qualified and have a minimum 9 years experience advising clients.
    222
    £100k+
    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.
    43
    £150k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Adam McCarthy at True Potential Wealth Management

    Whitchurch
    I put my clients interests and financial goals absolutely at the heart of my business, priding myself in giving expert advice across all areas of financial planning, with a particular specialism in pension advice, including Defined Benefit transfers.
    126
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Jo Bracewell - True Potential Wealth Management

    Kinwarton
    66
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Beneficial Financial Management

    Alcester
    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 & throughout the Midlands.
    63
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Peter Blackhall at Midwinter Financial Planning

    Whitchurch
    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.
    43
    £150k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Hartsfield Financial Services Limited

    Northway
    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.
    172
    £150k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Group

    Stratford upon avon
    Fairstone incorporates one of the largest Chartered financial planning firms in the UK and is the number one rated wealth management house on Trustpilot.
    6655
    £0+
    7.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Dhm Wynchwood LLP

    Stratford upon avon
    Established in 1973, DHM has a history of providing good advice to individuals and businesses.
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Harmony Wealth Management LTD

    Stratford upon avon
    The great joy of financial freedom, is having your heart and mind free from worry about life's uncertainties. My aim is to pave the way for a more secure financial future for you and your family.
    112
    £100k+
    9.5
    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.