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

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  • 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

  • Matt Pearson - KLO Financial Services Ltd

    Birmingham
    FCA verified
    We Offer Effective Solutions For All Aspects Of Financial Management Independent Advice Tailored to You
    83
    £0+
    Can help with
    Pensions & retirement

  • Jane Newman Financial Planning Limited

    Droitwich spa
    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.
    243
    £50k+
    Can help with
    Pensions & retirement
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  • Newstead Clark

    Birmingham
    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.
    137
    £50k+
    Can help with
    Pensions & retirement

  • Pensionhelp Ltd

    Birmingham
    FCA verified
    Pensionhelp are industry recognised as expert providers of high quality specialist pension transfer advice.
    23
    £100k+
    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.
    1399
    £150k+
    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

  • Whateley Wealth Management Ltd - Daisy Whateley

    Lickey and blackwell
    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

  • Simpson Financial Services Ltd

    Stoulton
    FCA verified
    Simpson Financial Services was established in 2004 with one aim – to provide you with the highest standard of financial advice and care. We help you reach your goals through financial planning, mortgage and protection advice, and wealth management.
    99
    £50k+
    Can help with
    Pensions & retirement

  • Fairstone Group

    Kidderminster
    FCA verified
    Fairstone incorporates one of the largest chartered financial planning firms in the UK and is the number one rated wealth management house on Trustpilot.
    10464
    £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.