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

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  • Nick Cassidy at True Potential Wealth Management

    Worcester
    FCA verified
    Formerly a solicitor, I am now a fully qualified Financial Planner, with specialisms in Defined Benefit and Defined Contribution pension transfers, Pension & Divorce cases, drawdown and general retirement planning.
    63
    £100k+
    Can help with
    Pensions & retirement
  • Neil Dixon at True Potential Weath Management

    Worcester
    FCA verified
    A Chartered Financial Planner & Pensions Specialist, giving quality advice to clients, nationwide. I will help you achieve your retirement dreams. I hold the relevant qualifications to advise in the complex area of Defined Benefit/Final Salary schemes.
    109
    £100k+
    Can help with
    Pensions & retirement
  • Flying Colours

    Worcester
    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.
    16381
    £100k+
    Can help with
    Pensions & retirement
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  • Jane Newman Financial Planning Limited

    Worcester
    FCA verified
    At Jane Newman Financial Planning we have a team ready to assist clients, new and existing with their immediate and future financial needs.
    238
    £0+
    Can help with
    Pensions & retirement
  • Hartsfield Financial Services

    Worcester
    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.
    1322
    £150k+
    Can help with
    Pensions & retirement
  • Gary Morris - 2plan wealth management (Malvern-IFA)

    Worcester
    FCA verified
    Chartered Financial Planner - highly qualified, experienced, multi-award winner. Specialising in pensions, retirement planning, investment management, inheritance tax & trusts.
    75
    £50k+
    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.
    120
    £50k+
    Can help with
    Pensions & retirement
  • Canaccord Genuity

    Worcester
    FCA verified
    We are part of the award winning Canaccord Wealth Management Company with UK assets under management in excess of £28bn.
    66
    £100k+
    Can help with
    Pensions & retirement
  • Flying Colours

    St peter the great county
    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.
    16381
    £100k+
    Can help with
    Pensions & retirement
  • Hartsfield Financial Services

    St peter the great county
    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.
    1322
    £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.