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

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  • Aspirations Financial Advice Ltd

    Evesham
    FCA verified
    Main areas of expertise include pensions and investments. Happy to meet at your home.
    17
    £250k+
    Can help with
    Pensions & retirement

  • Nasreen Akhter - Whateley Wealth Management Ltd

    Birmingham
    FCA verified
    We are a local, friendly and professional financial advisory firm offering advice in all aspects of financial planning.
    314
    £50k+
    Can help with
    Pensions & retirement

  • Richard Wood - PROSPERITY FINANCIAL GROUP, INC.

    Romsley
    FCA verified
    Your best interests are at the core of everything that I do on your behalf. I believe it’s my ability to build strong relationships with my clients that is key to success for both
    350
    £50k+
    Can help with
    Pensions & retirement
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  • DAG Financial Solutions Ltd

    Redditch
    FCA verified
    We have been helping clients achieve their financial planning objectives for many years providing a trustworthy reliable service
    42
    £50k+
    Can help with
    Pensions & retirement

  • Whateley Wealth Management Ltd - Daisy Whateley

    Redditch
    FCA verified
    We are a local, friendly and professional financial advisory firm offering advice in all aspects of financial planning.
    17
    £0+
    Can help with
    Pensions & retirement

  • The Private Office

    Honeybourne
    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.
    27494
    £100k+
    Can help with
    Pensions & retirement

  • Chamberlain Wealth Management Ltd

    Solihull
    FCA verified
    We believe that our clients should be ultimately in control of their finances. Clients needs are our priority.
    23
    £250k+
    Can help with
    Pensions & retirement

  • Matt Pearson - KLO Financial Services Ltd

    Alvechurch
    FCA verified
    We Offer Effective Solutions For All Aspects Of Financial Management Independent Advice Tailored to You
    84
    £0+
    Can help with
    Pensions & retirement

  • PL Wealth & Pensionlite

    Birmingham
    FCA verified
    Your financial future is directly tied to your lifestyle both now and in the future. 160 years of experience managing wealth, protecting lifestyles and creating plans that give you and your family a future where your wealth works for you.
    241
    £100k+
    Can help with
    Pensions & retirement

  • Newstead Clark

    Malvern
    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.
    139
    £50k+
    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.