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

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  • Consequential Planning Ltd

    Worcester
    FCA verified
    We do not advise on cryptocurrency nor do we help with any claims or losses connected to cryptocurrency. Any individual claiming to do so is not connected with this business.
    167
    £50k+
    Can help with
    Pensions & retirement
  • Hartsfield Financial Services

    Malvern
    FCA verified
    We’re an award-winning team of independent financial planners and Wealth Managers. We improve the financial well-being of business owners, professionals, and those approaching retirement.
    1454
    £150k+
    Can help with
    Pensions & retirement
  • Sean Jones - 2plan wealth management

    Malvern
    FCA verified
    The financial voice on BBC Hereford & Worcester for over 10 years. Professional and understandable independent financial advice.
    58
    £0+
    Can help with
    Pensions & retirement
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  • 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
  • Dhm Wynchwood LLP

    Warndon
    FCA verified
    Established in 1973, DHM has a history of providing good advice to individuals and businesses.
    Recently added
    £0+
    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.
    29
    £250k+
    Can help with
    Pensions & retirement
  • Newstead Clark

    Worcester
    FCA verified
    Newstead Clark Financial Services offers personalised advice that’s tailored to your individual circumstances and financial goals. They take pride in building long-lasting relationships with their clients, based on trust, integrity, and transparency.
    140
    £50k+
    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.
    27869
    £100k+
    Can help with
    Pensions & retirement
  • Hartsfield Financial Services

    Droitwich spa
    FCA verified
    We’re an award-winning team of independent financial planners and Wealth Managers. We improve the financial well-being of business owners, professionals, and those approaching retirement.
    1454
    £150k+
    Can help with
    Pensions & retirement
  • Hartsfield Financial Services

    Flyford flavell
    FCA verified
    We’re an award-winning team of independent financial planners and Wealth Managers. We improve the financial well-being of business owners, professionals, and those approaching retirement.
    1454
    £150k+
    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.