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

Find the best FCA regulated financial advisers in Worthing. Get expert help near you with pensions, investments, retirement planning and more
Worthing, West Sussex
CB Financial Advisers LLP

CB Financial Advisers LLP

Worthing
Initial consultation free
FCA verified
Independent
Whether you are a young family seeking protection against life’s unforeseen events, building a savings portfolio for a specific purpose such as a mortgage or school fees, or planning your retirement or business exit, we can meet your needs.
Clients
helped
155
Minimum
wealth
£150k+
Meet the team
Ross Baumann
Gill Lynes
Johnny Mullett
Roy Thompson
Tom Reed
+1
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
MPI Financial Advice

MPI Financial Advice

Worthing
Initial consultation free
FCA verified
Independent
We provide a free update & advice service to help you understand your plans.
Clients
helped
8667
Minimum
wealth
£0+
Meet the team
B
Can help with
Pensions & retirement
Investments
Business
Douglas Steers & Company

Douglas Steers & Company

Worthing
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10451
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Simeon Page
+7
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Evelyn Partners

Evelyn Partners

Worthing
Initial consultation free
FCA verified
Restricted
"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
996
Minimum
wealth
£500k+
Meet the team
H
L
M
D
C
+6
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Stockbroking services
Evelyn Partners

Evelyn Partners

Worthing
Initial consultation free
FCA verified
Restricted
"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
996
Minimum
wealth
£500k+
Meet the team
H
L
M
D
C
+6
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Stockbroking services
AAF Financial Ltd

AAF Financial Ltd

Worthing
Initial consultation free
FCA verified
Independent
AAF Financial Ltd are experts in financial planning, investment management, retirement planning, inheritance tax planning, general tax planning and wealth management. Offices in London, Devon and West Sussex.
Clients
helped
197
Minimum
wealth
£0+
Meet the team
Finn Houlihan
Can help with
Pensions & retirement
Financial planning
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Business
Sharia finance
Chris Philcox - Clearly Independent Financial Planning Ltd

Chris Philcox - Clearly Independent Financial Planning Ltd

Worthing
Initial consultation free
FCA verified
Independent
Independent, FCA-regulated financial planning, specialising in pre and post-retirement advice, investment growth, protection and estate planning. We deliver financial planning that is clear to understand, clear in cost and clearly independent.
Clients
helped
336
Minimum
wealth
£250k+
Meet the team
Chris Philcox DipFA
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Business
The Private Office

The Private Office

Worthing
Initial consultation free
FCA verified
Independent
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
39611
Minimum
wealth
£150k+
Meet the team
Steffan Alemanno
Abigail Banks
Julian Frere
Roger Clarke
Matthew Cole
+38
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
Humboldt Financial

Humboldt Financial

Worthing
Initial consultation free
FCA verified
Independent
As a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.
Clients
helped
2548
Minimum
wealth
£50k+
Meet the team
Francis Gill
Oliver Canning
Josh Gill
James McNally
Ryan Cook
+1
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Business
Piccadilly Wealth Management

Piccadilly Wealth Management

Worthing
Initial consultation free
FCA verified
Independent
Friendly, expert, regulated advice over the telephone, video call or face to face.
Clients
helped
265
Minimum
wealth
£250k+
Meet the team
Paul Bartlett
Martin Spreadbury
Can help with
Pensions & retirement
Financial planning
Business
Frequently Asked Questions about Financial Advisers in Worthing