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

Find the best FCA regulated financial advisers in Worcestershire. Get expert help near you with pensions, investments, retirement planning and more.
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  • OSL Wealth Management

    Birmingham
    FCA verified
    Introducing Sally Bradshaw: Expert in Wealth Management With over two decades of experience as a Senior Financial Planning Manager at Lloyds Bank within their esteemed Private Banking division,
    < 10
    £250k+
    Can help with
    Pensions & retirement

  • Warwick Wealth Management Ltd

    Birmingham
    FCA verified
    YOU are the focus of our business: You, your life, your family, your future.
    120
    £50k+
    Can help with
    Pensions & retirement

  • MPI Financial Advice

    Halesowen
    FCA verified
    We provide a free update & advice service to help you understand your plans.
    7648
    £0+
    Can help with
    Pensions & retirement
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  • Beaufort Wealth Management

    Birmingham
    FCA verified
    Expert independent advice, tailored to you
    147
    £50k+
    Can help with
    Pensions & retirement

  • Richard Wood - PROSPERITY FINANCIAL GROUP, INC.

    Oldbury
    FCA verified
    Your best interests are at the core of everything that I do on your behalf. I believe it’s my ability to build strong relationships with my clients that is key to success for both
    630
    £50k+
    Can help with
    Pensions & retirement

  • K G J Insurance Brokers

    Stourbridge
    FCA verified
    We provide freedom and peace of mind, by offering confidential, professional and independent advice for all your insurance, mortgage and financial advice needs.
    14
    £0+
    Can help with
    Pensions & retirement

  • Hartsfield Financial Services Ltd

    Malvern
    FCA verified
    We’re a team of independent financial planners based across the South West. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
    375
    £150k+
    Can help with
    Pensions & retirement

  • Evelyn Partners

    Oldbury
    FCA verified
    "Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
    603
    £500k+
    Can help with
    Pensions & retirement

  • Ascot Lloyd

    Birmingham
    FCA verified
    One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
    1614
    £150k+
    Can help with
    Pensions & retirement

  • Fairstone Group

    Stourbridge
    FCA verified
    Fairstone originated in the Northeast of England in 2008 and now has national coverage through a number of locally based offices. With a 5* Trustpilot rating & 14,000 reviews, Fairstone strive to be “The most trusted wealth management firm in the UK"
    14160
    £0+
    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.