Top 20 Independent Financial Advisers in Worcester

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  • Canaccord Genuity

    Worcester
    We are part of the award winning Canaccord Wealth Management Company with UK assets under management in excess of £28bn.
    < 10
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • KW Wealth Planning Ltd

    Worcester
    We look after a diverse range of clients including private individuals, trusts, charities and corporates. We also work with some of the UK’s largest universities and institutions. Our goal is to build enduring relationships to realise the best financial outcomes for our clients and their families.
    < 10
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • 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+
    8.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fresh Approach Financial Planning Ltd

    Worcester
    Clear and Concise Independent Financial Planning, tailored to your specific needs. Get in touch for your no obligation first review.
    99
    £50k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Tenet Financial Services

    Worcester
    At Tenet Financial Services we have one goal – to help you achieve financial peace of mind. Our aim is to provide the advice you need and help ensure your finances are in the best possible place to match your individual circumstances and aspirations.
    < 10
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Suckling Waddington & Partners

    Worcester
    At Suckling Waddington we have been giving sound financial advice to companies, partnerships and individuals since 1973.
    32
    £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.

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