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

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

BRI Wealth Management

Crowle
FCA verified
Providing peace of mind by securing your financial future.
Clients
helped
40
Minimum
wealth
£500k+
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
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
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
Dhm Wynchwood LLP

Dhm Wynchwood LLP

Warndon
FCA verified
Established in 1973, DHM has a history of providing good advice to individuals and businesses.
Clients
helped
< 10
Minimum
wealth
£0+
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
Kind Wealth

Kind Wealth

Worcester
FCA verified
Our purpose is helping families prosper through providing excellent financial planning and mortgage advice to our clients.
Clients
helped
34
Minimum
wealth
£150k+
Can help with
Pensions & retirement
Flying Colours Advice

Flying Colours Advice

Worcester
FCA verified
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
19932
Minimum
wealth
£250k+
Can help with
Pensions & retirement
Consequential Planning Ltd

Consequential Planning Ltd

Worcester
FCA verified
We do not advise on cryptocurrency nor do we help with any claims or losses connected to cryptocurrency. Any individual claiming to do so is not connected with this business.
Clients
helped
455
Minimum
wealth
£50k+
Can help with
Pensions & retirement
MPI Financial Advice

MPI Financial Advice

Worcester
FCA verified
We provide a free update & advice service to help you understand your plans.
Clients
helped
8051
Minimum
wealth
£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.

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