Top 20 Independent Financial Advisers in Elmley Lovett

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  • 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.
    5498
    £0+
    9.0
    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.
    266
    £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.
    143
    £0+
    7.0
    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.
    9364
    £50k+
    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.
    91
    £250k+
    9.0
    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
  • 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.
    12618
    £100k+
    9.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Martin Stockin - AFH Wealth Management

    Stoke
    I am a highly experienced, reliable, transparent and personable independent professional who takes time to understand you and your financial objectives.
    < 10
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • AFH Wealth Management

    Stoke
    As a highly experienced, financial services professionalI, I pride myself in being able to provide a bespoke global investment proposition in a personal and friendly manor, one that is truly independent and built on trusting long term relationships.
    276
    £100k+
    7.0
    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

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  • Flying Colours

    Bromsgrove
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    9364
    £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
  • 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.
    79
    £50k+
    7.0
    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*
    572
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Plutus Wealth Management LLP

    Catshill and north marlbrook
    22
    £100k+
    7.0
    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.
    45
    £0+
    9.3
    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
  • Whateley Wealth Management Ltd

    Bromsgrove
    We are a local, friendly and professional financial advisory firm offering advice in all aspects of financial planning.
    185
    £50k+
    9.3
    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
  • LifeSearch

    Romsley
    We're experts, we care, we're here so you can protect the life you love.
    198
    £0+
    10.0
    Can help with Advice areas
    & specialisation
    Mortgages

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.