Top 10 Independent (IFAs) & Restricted Financial Advisers in Worcestershire

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  • Whateley Wealth Management Ltd

    St peter the great county
    FCA verified
    We are Chartered Financial Planners giving best advice on how to build your wealth with a solution which is bespoke and balanced to your exact needs. We have 15 years experience advising. We offer a free initial consultation appointment.
    292
    £0+
    Can help with
    Pensions & retirement
  • Dean Wills Financial Planning

    Oldbury
    FCA verified
    With years of experience in the financial industry, I have developed a deep understanding of the challenges and opportunities that individuals and families face when it comes to managing their wealth.
    Recently added
    £100k+
    Can help with
    Pensions & retirement
  • Gary Morris - 2plan wealth management (Malvern-IFA)

    Worcester
    FCA verified
    Chartered Financial Planner - highly qualified, experienced, multi-award winner. Specialising in pensions, retirement planning, investment management, inheritance tax & trusts.
    75
    £50k+
    Can help with
    Pensions & retirement
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  • Donna Malone Financial Advice Ltd

    Worcester
    FCA verified
    Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them.
    194
    £50k+
    Can help with
    Pensions & retirement
  • Neil Dawson - True Potential Wealth Management

    Birmingham
    FCA verified
    I have been advising my clients for over 20 years, with particular expertise in redundancy benefits and pension & retirement planning. I will guide you through the complexities of planning, allowing you to make fully informed decisions about your future.
    56
    £100k+
    Can help with
    Pensions & retirement
  • My Pension Expert

    Halesowen
    FCA verified
    We’re the UK’s leading at-retirement specialist and trusted by thousands to offer regulated, independent financial advice. But don’t just take our word for it…check out our 5 star reviews on Trustpilot with over 5,000+ reviews.
    505
    £0+
    Can help with
    Pensions & retirement
  • Cooper Parry Wealth

    Upton upon severn
    FCA verified
    We are multi award winning and one of the fastest growing financial planning firms in the UK. We build a genuine understanding of you and what you want to get from life.
    27
    £250k+
    Can help with
    Pensions & retirement
  • Gareth Jones

    Worcester
    FCA verified
    My approach to financial advice is very clear-cut, yet effective. I look for long-term relationships which are built on mutual respect and trust. Every client is unique, and so the approach is entirely personal
    72
    £50k+
    Can help with
    Pensions & retirement
  • Flying Colours Advice

    Worcester
    FCA verified
    Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
    19377
    £150k+
    Can help with
    Pensions & retirement
  • Hymans Robertson Personal Wealth

    Clent
    FCA verified
    Get expert support at every life stage, from the start of your career to retirement. Our services, driven by technology and expert advice, focus on long-term investing, backed by 100 years of experience from our parent company.
    149
    £100k+
    Can help with
    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.