Top 20 Independent Financial Advisers in Droitwich Spa

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  • 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.
    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.
    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.
    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.

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