Top 10 Independent (IFAs) & Restricted Financial Advisers in Mappleborough Green

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  • 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.
    245
    £100k+
    Can help with
    Pensions & retirement
  • The Private Office

    Redditch
    FCA verified
    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.
    26554
    £100k+
    Can help with
    Pensions & retirement
  • The Private Office

    Redditch
    FCA verified
    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.
    26554
    £100k+
    Can help with
    Pensions & retirement
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  • DAG Financial Solutions Ltd

    Redditch
    FCA verified
    We have been helping clients achieve their financial planning objectives for many years providing a trustworthy reliable service
    42
    £50k+
    Can help with
    Pensions & retirement
  • Rothesay Bennett Financial Planning

    Redditch
    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
  • Fairstone Group

    Redditch
    FCA verified
    Fairstone incorporates one of the largest chartered financial planning firms in the UK and is the number one rated wealth management house on Trustpilot
    10185
    £0+
    Can help with
    Pensions & retirement
  • Whateley Wealth Management Ltd - Daisy Whateley

    Redditch
    FCA verified
    We are a local, friendly and professional financial advisory firm offering advice in all aspects of financial planning.
    16
    £0+
    Can help with
    Pensions & retirement
  • Attivo

    Henley in arden
    FCA verified
    We have a team of highly qualified people, and have chosen to remain independent as we think clients should have access to unbiased advice and products from the whole of the market. Stephen Harper Chairman of Attivo
    116
    £100k+
    Can help with
    Financial planning
  • Ethan Griffiths at PSA Financial Services

    Henley in arden
    FCA verified
    We strive to provide clear, honest, no-nonsense financial solutions, Helping our clients achieve their financial ambitions.
    26
    £50k+
    Can help with
    Pensions & retirement
  • Beneficial Financial Management

    Alcester
    FCA verified
    I provide friendly, low-cost, easily understood planning for individual clients. Specializing in Pensions Planning, Drawdown, Long term Investments & Residential/Buy-to-let mortgages. Based in Alcester for office meetings & travel throughout the Midlands.
    88
    £150k+
    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.

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