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

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  • Newstead Clark

    Kidderminster
    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.
    140
    £50k+
    Can help with
    Pensions & retirement

  • Hartsfield Financial Services

    Droitwich spa
    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.
    1431
    £150k+
    Can help with
    Pensions & retirement

  • 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
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  • William Felix - Intelligent Financial Advisory Ltd

    Pershore
    FCA verified
    Creating, managing and protecting your wealth the intelligent way
    193
    £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

  • 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

  • Donna Malone Financial Advice Ltd

    Birmingham
    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.
    104
    £50k+
    Can help with
    Pensions & retirement

  • Sigma Wealth Partners

    Stourbridge
    FCA verified
    We listen to your needs, your hopes your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.
    193
    £50k+
    Can help with
    Pensions & retirement

  • Newstead Clark

    Tenbury
    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.
    140
    £50k+
    Can help with
    Pensions & retirement

  • Flying Colours

    Birmingham
    FCA verified
    Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
    17231
    £100k+
    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.