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

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  • Steven Fullerton at True Potential Wealth Management

    Halesowen
    FCA verified
    Firstly, thank you for getting in touch. It all really just starts with a chat. I believe in keeping things nice and simple and without all of the jargon. So, please feel free to give me a call, drop me an email or why not pop into the office?
    18
    £50k+
    Can help with
    Pensions & retirement
  • True Potential Wealth Management - Jason Lynch

    Redditch
    FCA verified
    I am a Chartered Financial Planner, Pensions expert and Partner with True Potential Wealth Management, specialising in the complex area of Defined Benefit/Final Salary pension advice, investments and inheritance tax planning.
    268
    £100k+
    Can help with
    Pensions & retirement
  • Meriden Financial Planning Limited

    Stourbridge
    FCA verified
    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.
    186
    £50k+
    Can help with
    Pensions & retirement
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  • Succession Wealth

    Birmingham
    FCA verified
    Ever considered using a Wealth Planner? If so, please get in touch for a no obligation initial call to discuss your requirements. We work with you to create and implement a Succession Plan - a blueprint for your financial future.
    229
    £100k+
    Can help with
    Pensions & retirement
  • Hartsfield Financial Services

    Worcester
    FCA verified
    We’re an award-winning team of independent financial planners and Wealth Managers. We improve the financial well-being of business owners, professionals, and those approaching retirement.
    1412
    £150k+
    Can help with
    Pensions & retirement
  • Douglas Steers & Company

    Birmingham
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    4788
    £50k+
    Can help with
    Pensions & retirement
  • Chamberlain Wealth Management Ltd

    Solihull
    FCA verified
    We believe that our clients should be ultimately in control of their finances. Clients needs are our priority.
    23
    £250k+
    Can help with
    Pensions & retirement
  • Rothesay Bennett Financial Planning

    Stourbridge
    FCA verified
    We are an independent financial planning firm that delivers unbiased & tailored advice to our clients across England & Scotland. Our primary aim is to enable our clients the peace of mind and confidence to make financial decisions without reservation.
    240
    £100k+
    Can help with
    Pensions & retirement
  • AFH Wealth Management Ltd

    Birmingham
    FCA verified
    I am an experienced IFA with over 16 years providing tailored solutions to clients after understanding their goals. All done in a relaxed, friendly jargon free manner and with the support of AFH and all the benefits of being part of a national firm.
    15
    £100k+
    Can help with
    Pensions & retirement
  • AFH Wealth Management LTD

    Evesham
    FCA verified
    The UK’s leading financial planning led wealth management firm. Providing independent financial planning and investment management services to clients who value a long-term relationship
    1598
    £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.