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

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  • Neil Dixon at True Potential Weath Management

    Worcester
    FCA verified
    A Chartered Financial Planner & Pensions Specialist, giving quality advice to clients, nationwide. I will help you achieve your retirement dreams. I hold the relevant qualifications to advise in the complex area of Defined Benefit/Final Salary schemes.
    112
    £100k+
    Can help with
    Pensions & retirement

  • Lifestyle Financial Services

    Dodderhill
    FCA verified
    < 10
    £0+
    Can help with
    Tax & trust planning

  • Portcullis Financial Planning Ltd

    Stourbridge
    FCA verified
    < 10
    £0+
    Can help with
    Tax & trust planning
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  • AFH Wealth Management LTD

    Belbroughton
    FCA verified
    < 10
    £0+
    Can help with
    Tax & trust planning

  • The Full Picture Financial Planning

    Evesham
    FCA verified
    A Solihull based Chartered Financial Planner 🚀 I’d love to have a chat to see if I can help (or at least point you in the right direction). Let’s schedule a Virtual Coffee Chat? Book a slot here 👉 <url hidden>
    107
    £100k+
    Can help with
    Pensions & retirement

  • Clive Strange - AFH Wealth Management

    Bredicot
    FCA verified
    I pride myself on offering genuinely impartial financial advice, in a friendly and professional manner. And I'm Chartered!
    103
    £50k+
    Can help with
    Pensions & retirement

  • Kellands Chartered Financial Planners

    Bewdley
    FCA verified
    Kellands Chartered Financial Planners are independent financial advisers (IFAs) and Wealth Managers, offering quality financial planning and investment advice to both individuals and businesses in Cheshire, Greater Manchester and across the UK.
    28
    £250k+
    Can help with
    Pensions & retirement

  • Michael Williams Financial Services Ltd

    Evesham
    FCA verified
    We provide independent financial advice and we offer an initial consultation free of charge.
    < 10
    £0+
    Can help with
    Pensions & retirement

  • Premier Practice Limited

    Halesowen
    FCA verified
    We’re the leading Financial & Estate Planner in Halesowen. Offices in Manor Lane with Free Parking.
    154
    £0+
    Can help with
    Financial planning

  • Jane Newman Financial Planning Limited

    Worcester
    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.
    242
    £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.

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.