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

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  • Jane Newman Financial Planning Limited

    Worcester
    FCA verified
    At Jane Newman Financial Planning we have a team ready to assist clients, new and existing with their immediate and future financial needs.
    251
    £0+
    Can help with
    Pensions & retirement
  • Nasreen Akhter - Whateley Wealth Management Ltd

    Halesowen
    FCA verified
    We are a local, friendly and professional financial advisory firm offering advice in all aspects of financial planning.
    331
    £50k+
    Can help with
    Pensions & retirement
  • Retirement Solutions (UK) Ltd

    Birmingham
    FCA verified
    We are one of the UK's leading Retirement Advice firms. Our expert Protection advisers can provide you with market leading quotes, without obligation. Whatever your need, wherever in the UK you are based, we are confident we will be able to help you.
    4813
    £0+
    Can help with
    Pensions & retirement
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  • Clive Strange - AFH Wealth Management

    Bredicot
    FCA verified
    I pride myself on offering genuinely impartial financial advice, in a friendly and professional manner. And I'm Chartered!
    107
    £50k+
    Can help with
    Pensions & retirement
  • Matt Pearson - Prosperity Wealth Ltd

    Birmingham
    FCA verified
    We Offer Effective Solutions For All Aspects Of Financial Management Independent Advice Tailored to You
    103
    £0+
    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.
    194
    £50k+
    Can help with
    Pensions & retirement
  • Simpson Financial Services Limited

    Stoulton
    FCA verified
    Simpson Financial Services was established in 2004 with one aim – to provide you with the highest standard of financial advice and care. We help you reach your goals through financial planning, mortgage and protection advice, and wealth management.
    147
    £50k+
    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.
    19
    £100k+
    Can help with
    Pensions & retirement
  • ISJ Independent Financial Planning

    Birmingham
    FCA verified
    I’m not your typical Award winning Chartered Financial-planner. I provide professional, relaxed advice, to people retiring, divorcing or with money to Invest
    72
    £100k+
    Can help with
    Pensions & retirement
  • William Felix - Intelligent Financial Advisory Ltd

    Ripple
    FCA verified
    Creating, managing and protecting your wealth the intelligent way
    211
    £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.