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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
Worcestershire, West Midlands Combined Authority
Hough Financial

Hough Financial

Worcester
Initial consultation free
FCA verified
Restricted
Hough Financial provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most.
Clients
helped
100
Minimum
wealth
£250k+
Meet the team
Christopher Hough
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
BRI Wealth Management

BRI Wealth Management

Crowle
Initial consultation free
FCA verified
Restricted
Providing peace of mind by securing your financial future.
Clients
helped
42
Minimum
wealth
£500k+
Meet the team
Dan Boardman-Weston
Kate Howells
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Stockbroking services
The Private Office

The Private Office

Stourbridge
Initial consultation free
FCA verified
Independent
Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.
Clients
helped
39558
Minimum
wealth
£150k+
Meet the team
Paul Sanders
Alexander Law
Robert Morse
George Hicks
Ellie Jarvis
+21
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
Flying Colours Advice

Flying Colours Advice

Birmingham
Initial consultation free
FCA verified
Independent
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.
Clients
helped
20066
Minimum
wealth
£150k+
Meet the team
George Tuck
Maxine Clarke
Liviu Ratoi
David Lemar
Carl Williams
+14
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care
Dean Wills Financial Planning

Dean Wills Financial Planning

Halesowen
Initial consultation free
FCA verified
Restricted
With years of experience in the financial industry, I have developed a deep understanding of the challenges and opportunities that individuals and families face when it comes to managing their wealth.
Clients
helped
95
Minimum
wealth
£100k+
Meet the team
Dean Wills
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Stockbroking services
Ascot Lloyd

Ascot Lloyd

Upton upon severn
Initial consultation free
FCA verified
Independent
At Ascot Lloyd, we believe financial advice should be clear, straightforward and genuinely helpful, not confusing and full of unnecessary jargon.
Clients
helped
1967
Minimum
wealth
£150k+
Meet the team
Catherine Wilde
Craig Couldrick
Kevin Broome
Raj Chauhan
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
jb

Jo Bracewell - True Potential Wealth Management

Hanley castle
Initial consultation free
FCA verified
Restricted
Our aim is to revolutionise the way wealth management is delivered. We believe that by using technology to deliver financial services, we empower financial advisers and their clients to take control of their futures.
Clients
helped
110
Minimum
wealth
£50k+
Meet the team
J
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Savings
Business
Mortgages
Whateley Wealth Management Ltd

Whateley Wealth Management Ltd

Kidderminster
Initial consultation free
FCA verified
Independent
We are Chartered Financial Planners giving best advice on how to build your wealth with a solution which is bespoke and balanced to your exact needs. We have 15 years experience advising. We offer a free initial consultation appointment.
Clients
helped
409
Minimum
wealth
£50k+
Meet the team
D
Samantha Hems
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care
Greentree Wealth Management Ltd

Greentree Wealth Management Ltd

Kidderminster
Initial consultation free
FCA verified
Independent
Our team at Greentree would love to help you with your retirement or investment planning. With over 15 years experience, we specialise in providing simple, jargon free advice, helping our clients to identify and achieve their financial objectives.
Clients
helped
20
Minimum
wealth
£0+
Meet the team
Gary Millership
Can help with
Pensions & retirement
Financial planning
Insurance & protection
Savings
Business
PSA Financial Services

PSA Financial Services

Oldbury
Initial consultation free
FCA verified
Independent
At PSA we offer specialist financial planning in all areas ranging from investment advice to retirement planning, estate planning, long term care planning, mortgage advice and much more.
Clients
helped
81
Minimum
wealth
£50k+
Meet the team
Kaylan Holmes DipPFS
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Sharia finance
Frequently Asked Questions about Financial Advisers in Worcestershire