Financial Advice Centre Limited

Independent Financial Adviser 7 Sansome Place, Worcester, WR1 1UG
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
13th August 2018
Independent Financial Advisers serving Worcester and the wider area Specialising in retirement planning, investment management and inheritance tax planning.
We can advise you on
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Commercial mortgages
    • Corporate pension
    • Employee benefits
    • Group critical illness
    • Group income protection
    • Group life insurance
    • Group pensions
    • Group private medical insurance
    • Group protection
    • Group risk
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Wealth management
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
Jason Walters
Independent Financial Adviser
Adam Smith
Independent Financial Adviser
Julian Haycock DipPFS
Independent Financial Adviser
Dean Edmunds DipIFS
Independent Financial Adviser
Where to find us
About us

With over 15 years experience within Worcester city centre, we pride ourselves on providing fully independent financial advice at a reasonable cost to all of our clients whatever their needs may be.
We offer our own in-house investment services proposition with up to monthly bespoke management of clients assets from the whole of the marketplace. We pride ourselves in developing long term relationships with our clients, providing continued advice and face to face meetings. We have extensively worked within the Teachers' pension arena for over 15 years, providing advice to teachers both during their working lives, at and into retirement.

Our services

We offer our own in-house investment services proposition with up to monthly bespoke management of clients assets from the whole of the marketplace. We pride ourselves in developing long term relationships with our clients, providing continued advice and face to face meetings. We have expert knowledge of the Teachers' Pension schemes, providing support and advice across Worcestershire and Herefordshire counties.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0

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