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Top 10 Independent (IFAs) & Restricted Financial Advisers in Hampton Lovett

Find the best FCA regulated financial advisers in Hampton Lovett. Get expert help near you with pensions, investments, retirement planning and more
Hampton Lovett, Wychavon, Worcestershire
Jane Newman Financial Planning Limited

Jane Newman Financial Planning Limited

Droitwich spa
FCA verified
At Jane Newman Financial Planning we have a team ready to assist clients, new and existing with their immediate and future financial needs.
Clients
helped
266
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Destination Retirement, part of Just

Destination Retirement, part of Just

Droitwich spa
FCA verified
Wherever you are on your retirement journey — saving, planning or spending — our friendly, UK-based financial experts are on hand to support you. We help people achieve a better later life.
Clients
helped
124
Minimum
wealth
£0+
Can help with
Pensions & retirement
The Private Office

The Private Office

Droitwich spa
FCA verified
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
38122
Minimum
wealth
£150k+
Can help with
Pensions & retirement
Evelyn Partners

Evelyn Partners

Bromsgrove
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."
Clients
helped
741
Minimum
wealth
£500k+
Can help with
Pensions & retirement
Hough Financial

Hough Financial

Hartlebury
FCA verified
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
56
Minimum
wealth
£250k+
Can help with
Pensions & retirement
The Private Office

The Private Office

Bromsgrove
FCA verified
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
38122
Minimum
wealth
£150k+
Can help with
Pensions & retirement
Nasreen Akhter - Whateley Wealth Management Ltd

Nasreen Akhter - Whateley Wealth Management Ltd

Bromsgrove
FCA verified
We are a local, friendly and professional financial advisory firm offering advice in all aspects of financial planning.
Clients
helped
395
Minimum
wealth
£100k+
Can help with
Pensions & retirement
Evelyn Partners

Evelyn Partners

Bromsgrove
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."
Clients
helped
741
Minimum
wealth
£500k+
Can help with
Pensions & retirement
Evelyn Partners

Evelyn Partners

Stourport on severn
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."
Clients
helped
741
Minimum
wealth
£500k+
Can help with
Pensions & retirement
Gareth Jones

Gareth Jones

Worcester
FCA verified
My approach to financial advice is very clear-cut, yet effective. I look for long-term relationships which are built on mutual respect and trust. Every client is unique, and so the approach is entirely personal
Clients
helped
88
Minimum
wealth
£50k+
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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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.