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

I need advice on
Total assets
My postcode
First meeting is free

  • Matt Pearson - Prosperity Wealth Ltd

    Mappleborough green
    FCA verified
    We Offer Effective Solutions For All Aspects Of Financial Management Independent Advice Tailored to You
    103
    £0+
    Can help with
    Pensions & retirement

  • Colin Hart - True Potential Wealth Management

    Wythall
    FCA verified
    Financial Times (Adviser) - SIPP Adviser of The Year. As part of the award winning True Potential Group, our aim is to revolutionise the way wealth management is delivered offering a wide range of financial services, including DB Pensions advice.
    26
    £500k+
    Can help with
    Pensions & retirement

  • Nabil Kazi at Truly Independent

    Worcester
    FCA verified
    We are a UK-wide financial advice firm, listed as one of the top 100 by FTAdvisers. Our network of independent financial advisers cover the whole financial services market.
    65
    £50k+
    Can help with
    Pensions & retirement
    Not sure which adviser to pick?
    Answer a few questions to help us find you the perfect match.
    Get matched

  • Kind Wealth

    Worcester
    FCA verified
    Our purpose is helping families prosper through providing excellent financial planning and mortgage advice to our clients.
    < 10
    £250k+
    Can help with
    Pensions & retirement

  • 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
    44
    £50k+
    Can help with
    Pensions & retirement

  • The Private Office

    Redditch
    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.
    30521
    £100k+
    Can help with
    Pensions & retirement

  • Hymans Robertson Personal Wealth

    Clent
    FCA verified
    92
    £100k+
    Can help with
    Pensions & retirement

  • Hartsfield Financial Services Ltd

    Malvern
    FCA verified
    We’re a team of independent financial planners based in Corsham, Wiltshire. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
    225
    £150k+
    Can help with
    Pensions & retirement

  • Beaufort Wealth Management

    Inkberrow
    FCA verified
    Expert independent advice, tailored to you
    31
    £50k+
    Can help with
    Pensions & retirement

  • Consequential Planning Ltd

    Bewdley
    FCA verified
    We are an independent, directly authorised company based in Bewdley run by the director and Chartered Financial Planner with the support of an admin team that has a wealth of experience in financial services.
    272
    £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.