Top 20 Independent Financial Advisers in Worcestershire

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  • The Private Office

    Honeybourne
    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.
    19
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Ballards FS

    Hampton lovett
    Financial Planners helping business owners, senior executives and people approaching retirement to achieve their personal and financial goals.
    13
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Rothesay Bennett Financial Planning

    Redditch
    All advisers at Rothesay Bennett are highly qualified and have a minimum 9 years experience advising clients.
    < 10
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Sean Jones - 2plan wealth management

    Malvern
    The financial voice on BBC Hereford & Worcester for over 10 years. Professional and understandable independent financial advice.
    40
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Nigel Forde - Alexander House Financial Planning Ltd

    Malvern
    Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
    37
    £50k+
    9.8
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • SN Financial Services Ltd

    Droitwich spa
    At SN Financial we have a dedicated Wealth Management Team who guide our clients through their Savings and Investment requirements and offer investment advice. Using state-of-the-art market comparison technology we are able to analyse the investment opportunities available, including key indicators such as performance, risk and capacity for loss tolerance. Because we deal with a variety of providers, this enables us to produce documents and make amendments online without the delay of post and/or company timescales.
    243
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Colin Hart - True Potential Wealth Management

    Wythall
    Financial Times (Adviser) - SIPP Adviser of The Year. As part of the award winning True Potential Group, our aim is to revolutionise the way wealth management is delivered offering a wide range of financial services, including DB Pensions advice.
    31
    £500k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    Ombersley
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    40
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Myriad Financial Planning Ltd

    Wolverley and cookley
    Lets have a cup of tea and discuss what is important to you and you family and finding the best way of achieving that. Obviously in the current climate this will have to be over the telephone or video call on Zooms or Teams.
    15
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • AFH Wealth Management

    Stoke
    As a highly experienced, financial services professionalI, I pride myself in being able to provide a bespoke global investment proposition in a personal and friendly manor, one that is truly independent and built on trusting long term relationships.
    255
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Ascot Lloyd

    Worcester
    One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
    New adviser
    £50k+
    7.8
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • True Potential Wealth Management - Stuart Kerrod

    Pershore
    Very professional with good service standards and a sound reputation for recommending the appropriate products to meet the clients needs.
    61
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Gary Morris - 2plan wealth management (Malvern-IFA)

    Malvern
    Chartered Financial Planner - highly qualified, experienced, multi-award winner. Specialising in pensions, retirement planning, investment management, inheritance tax & trusts.
    68
    £50k+
    9.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • HL Consulting

    Bromsgrove
    Highly respected Chartered Financial Planning Practice with over 20 years adviser industry experience offering quality personalised advice tailored to individuals
    13
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Thomas Morgan True Potential Wealth Management LLP

    Bromsgrove
    If you want someone reliable, transparent, personable and technically minded, I am the adviser for you.
    26
    £50k+
    9.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Martin Stockin - AFH Wealth Management

    Stoke
    Here to help walk you through the maze of financial advice.
    New adviser
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Jane Newman Financial Planning Limited

    Droitwich spa
    At Jane Newman Financial Planning we have an all female team ready to assist clients, new and existing with their immediate and future financial needs.
    107
    £20k+
    8.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Droitwich spa
    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.
    21
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Furnival Evans Ltd

    Kidderminster
    Johanne and Julian offer professional financial advice, helping you to secure you and your families future.
    10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Whateley Wealth Management Ltd

    Lickey and blackwell
    We are a local, friendly and professional financial advisory firm offering advice in all aspects of financial planning.
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    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.