Top 20 Independent Financial Advisers in Kidderminster

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  • 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
    13
    £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.
    < 10
    £250k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Alexander House Financial Services

    Kidderminster
    Providing experienced financial advice remotely - honest, clear, transparent, and coherent planning strategies securing your financial future.
    41
    £250k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Myriad Financial Planning Ltd

    Wolverley and cookley
    Lets have a cup of tea and discuss what is important to you and you family and finding the best way of achieving that. Obviously in the current climate this will have to be over the telephone or video call on Zooms or Teams.
    15
    £50k+
    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
  • 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.
    30
    £20k+
    7.7
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Martin Stockin - AFH Wealth Management

    Stourport on severn
    I am a highly experienced, reliable, transparent and personable independent professional who takes time to understand you and your financial objectives.
    New adviser
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Rothesay Bennett Financial Planning

    Stourbridge
    All advisers at Rothesay Bennett are highly qualified and have a minimum 9 years experience advising clients.
    16
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Stourbridge
    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.
    29
    £100k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • HAYBURN ROCK FINANCIAL PLANNING LTD

    Stourbridge
    We are based in Stourbridge, West Midlands, providing advice to both individuals and companies on all aspects of financial planning.
    14
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Meriden Financial Planning Limited

    Stourbridge
    Choosing a local financial adviser you can trust may seem a daunting task, but if you need help with a financial decision it’s worth persevering. A good financial adviser can save you money and a lot of worry.
    50
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Opal Wealth Management Ltd

    Stourbridge
    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*
    68
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • K G J Insurance Brokers

    Stourbridge
    Independent Financial Advice that you can trust
    11
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • AFH Wealth Management

    Stourbridge
    31
    £50k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours & Partners

    Stourbridge
    40
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Ballards FS

    Hampton lovett
    Financial Planners helping business owners, senior executives and people approaching retirement to achieve their personal and financial goals.
    13
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    Ombersley
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    40
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • JPA Financial Services Ltd

    Kingswinford
    We believe fully independent financial advice with access to all potential solutions is the way that clients can truly benefit.
    76
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • JPA Financial Services Ltd

    Kingswinford
    At JPA we specialise in advice for Individuals We take the time to understand you, and your plans for the future, and will help you understand your options, so that you can then decide the best route to take to reach your goals.
    100
    £50k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Thomas Morgan True Potential Wealth Management LLP

    Bromsgrove
    If you want someone reliable, transparent, personable and technically minded, I am the adviser for you.
    26
    £50k+
    9.0
    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.