Personal Financial Advice

Independent Financial Adviser  50-51 High Street, Stourport-on-Severn, DY13 8BX
First meeting at adviser's own cost
We can advise you on
Pension consolidation
Pension drawdown
Pensions & retirement planning
Pensions review
Pensions transfer
Response rating
FCA authorised
Last authorised 8th August 2022
Meet our advisers
Neil Barton
About us

Personal Financial Advice Limited is a long-established financial planning company with satisfied clients across Worcestershire.
Founded in 1986, we have been part of the community for 30 years providing advice and support to individuals from our office in Stourport.

Our aim is to provide a superior level of customer service to enable you to get the most out of your finances and protect your assets in the long term. We believe the key to giving solid advice is to take the time to really get to know our clients, and with just one advisor, Neil, there is always a friendly atmosphere and continuity of service at PFA.

Every client is unique, we embrace this. The majority of Personal Financial Advice’s new business derives from the recommendations of existing clients.

Personal Financial Advice Limited is authorised and regulated by the Financial Conduct Authority (FCA). The FCA is the independent regulator of financial services in the United Kingdom. Personal Financial Advice Limited is entered on the Financial Services Register under reference 134672.

Our services

It is as important as ever to plan for your retirement and understand how you will achieve your desired standard of living in retirement. We specialise in pensions and retirement planning.

After getting to know you, establishing your requirements and analysing your existing plans we will provide you with a detailed report of the options available to you. Included in this is a retirement modeller forecasting the fund value, income sustainable and your survival probability. Such tools work as a talking point to ensure you are fully aware of the impact of the income being draw from your plan.

Few people are aware of the choices available to them when considering drawing from their pension plans. Many investors simply ask their existing pension plan provider to arrange their benefits on retirement and often settle for a very poor deal. Pension holders have much more flexibility, choice and Personal Financial Advice provide bespoke guidance in making these important decisions.

Where to find us
Head office address: 50-51 High Street, Stourport-on-Severn, DY13 8BX
Service coverage
Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value
Advice methods
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    Online (Live chat, video, email)
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    Face to face
Response rating
FCA authorised
Last authorised 8th August 2022

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