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

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  • Canaccord Genuity Wealth Management (CGWM)

    Worcester
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    78
    £250k+
    Can help with
    Pensions & retirement

  • Flying Colours

    Bewdley
    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.
    17598
    £100k+
    Can help with
    Pensions & retirement

  • Jerroms Financial Planning

    Bromsgrove
    FCA verified
    Independent financial advisers experienced in all aspects of retirement and investment planning, also consulting with small companies and business owners. Providing you financial peace of mind through a robust, bespoke financial plan.
    128
    £50k+
    Can help with
    Pensions & retirement
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  • Whateley Wealth Management Ltd - Daisy Whateley

    Lickey and blackwell
    FCA verified
    We are a local, friendly and professional financial advisory firm offering advice in all aspects of financial planning.
    17
    £0+
    Can help with
    Pensions & retirement

  • Karl Thorpe - AFH Wealth Management LTD

    Honeybourne
    FCA verified
    I provide fully independent, impartial financial planning advice to my clients. I take time to understand their circumstances, aspirations and financial planning objectives before working with them to help plan for and achieve their goals.
    10
    £100k+
    Can help with
    Pensions & retirement

  • The Private Office

    Droitwich spa
    FCA verified
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    28517
    £100k+
    Can help with
    Pensions & retirement

  • Canaccord Genuity Wealth Management (CGWM)

    Ripple
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    78
    £250k+
    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!
    105
    £50k+
    Can help with
    Pensions & retirement

  • M&G Wealth Advice

    Alvechurch
    FCA verified
    We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
    204
    £0+
    Can help with
    Pensions & retirement

  • Richard Wood - PROSPERITY FINANCIAL GROUP, INC.

    Romsley
    FCA verified
    Your best interests are at the core of everything that I do on your behalf. I believe it’s my ability to build strong relationships with my clients that is key to success for both
    364
    £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.

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.