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

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  • Humboldt Financial

    Albrighton
    FCA verified
    As a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.
    4885
    £50k+
    Can help with
    Pensions & retirement

  • Purity Financial Services Limited

    Perton
    FCA verified
    I help clients with their investment and pension/retirement planning. Contact me for a 'free' review and I am sure you will benefit.
    128
    £50k+
    Can help with
    Pensions & retirement

  • Newstead Clark

    Wombourne
    FCA verified
    Newstead Clark Financial Services offers personalised advice that’s tailored to your individual circumstances and financial goals. They take pride in building long-lasting relationships with their clients, based on trust, integrity, and transparency.
    132
    £50k+
    Can help with
    Pensions & retirement
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  • Oak County Financial Services Ltd

    Shifnal
    FCA verified
    Free Initial Meeting either virtual or at our office or speak to us first with no obligation. Putting our clients needs first.
    23
    £250k+
    Can help with
    Pensions & retirement

  • Beaumont Wealth

    Stirchley and brookside
    FCA verified
    We are Independent Financial Advisers specialising in pensions and investments. With over 30 years’ experience we know that each of our clients is an individual and we provide bespoke advice accordingly.
    373
    £50k+
    Can help with
    Pensions & retirement

  • James at Arcus Wealth

    Shifnal
    FCA verified
    I am a friendly and approachable financial adviser, offering simple and easy to understand pension and investment advice to local people.
    < 10
    £50k+
    Can help with
    Pensions & retirement

  • Flying Colours

    Shifnal
    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.
    16933
    £100k+
    Can help with
    Pensions & retirement

  • PL Wealth & Pensionlite

    Shifnal
    FCA verified
    Your financial future is directly tied to your lifestyle both now and in the future. 160 years of experience managing wealth, protecting lifestyles and creating plans that give you and your family a future where your wealth works for you.
    221
    £50k+
    Can help with
    Pensions & retirement

  • Quilter Cheviot Financial Planning (North East & Midlands)

    Wolverhampton
    FCA verified
    We’re here to help secure your financial future by supporting you with trusted advice every step of the way. Our experienced planners are here to help with whatever you need, whenever you need it.
    209
    £250k+
    Can help with
    Pensions & retirement

  • Kellands Chartered Financial Planners

    Wolverhampton
    FCA verified
    Kellands Chartered Financial Planners are independent financial advisers (IFAs) and Wealth Managers, offering quality financial planning and investment advice to both individuals and businesses in Cheshire, Greater Manchester and across the UK.
    28
    £250k+
    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.