Top 10 Independent (IFAs) & Restricted Financial Advisers in St Peter The Great County

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  • Rothesay Bennett Financial Planning

    St peter the great county
    FCA verified
    We are an independent financial planning firm that delivers unbiased & tailored advice to our clients across England & Scotland. Our primary aim is to enable our clients the peace of mind and confidence to make financial decisions without reservation.
    240
    £100k+
    Can help with
    Pensions & retirement

  • Whateley Wealth Management Ltd

    St peter the great county
    FCA verified
    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.
    285
    £0+
    Can help with
    Pensions & retirement

  • The Private Office

    Worcester
    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.
    34181
    £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.
    258
    £0+
    Can help with
    Pensions & retirement

  • MPI Financial Advice

    Worcester
    FCA verified
    We provide a free update & advice service to help you understand your plans.
    6051
    £0+
    Can help with
    Pensions & retirement

  • Donna Malone Financial Advice Ltd

    Worcester
    FCA verified
    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.
    194
    £50k+
    Can help with
    Pensions & retirement

  • 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.
    387
    £50k+
    Can help with
    Pensions & retirement

  • Kind Wealth

    Worcester
    FCA verified
    Our purpose is helping families prosper through providing excellent financial planning and mortgage advice to our clients.
    25
    £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

  • Dhm Wynchwood LLP

    Warndon
    FCA verified
    Established in 1973, DHM has a history of providing good advice to individuals and businesses.
    < 10
    £0+
    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.