Are you an adviser? Go to Unbiased Pro
Login

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

Find the best FCA regulated financial advisers in Worcestershire. Get expert help near you with pensions, investments, retirement planning and more
Worcestershire
The Private Office

The Private Office

Honeybourne
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
39616
Minimum
wealth
£150k+
Meet the team
Julian Frere
Dan Alder
Daniel Blandford
Estella Peto
Francine Kelly
+9
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
Hough Financial

Hough Financial

Hartlebury
Initial consultation free
FCA verified
Restricted
Hough Financial provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most.
Clients
helped
102
Minimum
wealth
£250k+
Meet the team
Christopher Hough
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Whateley Wealth Management Ltd

Whateley Wealth Management Ltd

Redditch
Initial consultation free
FCA verified
Independent
We are Chartered Financial Planners giving best advice on how to build your wealth with a solution which is bespoke and balanced to your exact needs. We have 15 years experience advising. We offer a free initial consultation appointment.
Clients
helped
409
Minimum
wealth
£50k+
Meet the team
Nicola Whateley
D
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Daniel O'Connor Abacus Advisers

Daniel O'Connor Abacus Advisers

Worcester
Initial consultation free
FCA verified
Independent
A Chartered Independent Financial Adviser. An ex-serviceman and Bronze medal winning athlete for Team UK at the Invictus Games (2022). My fees can be on a percentage of portfolio basis or fixed fee for HNW clients. Creating savings for larger portfolios.
Clients
helped
26
Minimum
wealth
£500k+
Meet the team
Daniel O'Connor
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Hartsfield Financial Services Ltd

Hartsfield Financial Services Ltd

Malvern
Initial consultation free
FCA verified
Independent
We’re a team of independent financial planners based across the South West. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.
Clients
helped
397
Minimum
wealth
£150k+
Meet the team
John White
Joy Wisniewski
Michael Blair
Melanie Dolphin
Gareth Lewis
+2
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Jane Newman Financial Planning Limited

Jane Newman Financial Planning Limited

Worcester
Initial consultation free
FCA verified
Independent
At Jane Newman Financial Planning we have a team ready to assist clients, new and existing with their immediate and future financial needs.
Clients
helped
268
Minimum
wealth
£0+
Meet the team
Jane Newman
E
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Hymans Robertson Personal Wealth

Hymans Robertson Personal Wealth

Kidderminster
Initial consultation free
FCA verified
Independent
Get expert support at every life stage, from the start of your career to retirement. Our services, driven by technology and expert advice, focus on long-term investing, backed by 100 years of experience from our parent company.
Clients
helped
193
Minimum
wealth
£250k+
Meet the team
Sheetal Radia
Carol Sneddon
Edward Faulkner
Jeff Simpson
Georgia Hall
+7
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
Donna Malone Financial Advice Ltd

Donna Malone Financial Advice Ltd

Worcester
Initial consultation free
FCA verified
Independent
Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them.
Clients
helped
246
Minimum
wealth
£50k+
Meet the team
Donna Malone
Peter Mason
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Fairstone Group

Fairstone Group

Redditch
Initial consultation free
FCA verified
Independent
Fairstone is one of the top 10 wealth management companies in the UK with more than 50 offices across the country. With a 5-star Trustpilot rating and over 500 advisers, we offer a full range of financial advice and wealth management services.
Clients
helped
15109
Minimum
wealth
£0+
Meet the team
Stewart Bicknell
Lawrence Breese
Dom Richards
Richard Wood
Stephanie Cooper
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Consequential Planning Ltd

Consequential Planning Ltd

Bewdley
Initial consultation free
FCA verified
Independent
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.
Clients
helped
476
Minimum
wealth
£50k+
Meet the team
David Farrance
Michael Farrance
J
Caroline Laudren
Adam Rendall
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Savings
Business
Frequently Asked Questions about Financial Advisers in Worcestershire