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Financial Advice Centre

(46)

Professional Connections, Protecting You and Your Future, Investments

“Very good service received to sort out our life insurance. Very thorough and professional. Highly recommend Louise. We will definitely be going back to sort out our remortgage also. Thank you.”

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Mortgages Plain and Simple

(50)

Options
Product
Application

“Austin has been fab!! Really informative, answering all our questions honestly and with idiot proof detail… feel like we'll be getting the best deal for tough times!”

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Britannic Place Financial Management Limited

(12)

Explanation
Risk
Pension

“Steve has advised my husband and I on all our pension pots, we now feel that we are secure financially for retirement. Approaching Steve had been one of the most important things we have done over the last few years to organise our future . Thank you...”

FAQs

Do I have to pay for an initial meeting?

No, our initial discussion is at our cost and is without obligation. It is an opportunity for us to get to know you and your situation, but also for you to get to know us and how we work.

What do I need to bring to an initial meeting?

Our initial meeting is mostly focused on you, your life and your aspirations. You will probably have most of the headline information in your head(s) but please feel free to bring along any documentation that you think might be useful.

How long should I allow for an initial meeting?

This is difficult to predict, as it depends on how many questions you have. However, we would suggest that you should allow for a minimum of one hour.

Do I have to sign up for your services at an initial meeting?

No, but you should have everything you need to decide whether we will add sufficient value should you decide to work with us going forward. However, we encourage clients to take as much time as they need to make such a decision.

Do you get commission?

We only receive commission in relation to certain insurance-based products, where appropriate. We would always discuss this with you in advance if it were to apply to you.

We do have more answers on the FAQ page on our website.

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Eva Capital Management

(7)

Firm
Questions
Understanding

“The staff at Eva Capital management are always instantly responsive, very helpful and friendly. It is a very professionally run business and very good at understanding my needs and that of my family,both now and in the future. I very much appreciate ...”

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Kind Wealth

(11)

Pressure
Mortgage
Transfer

“Joe from Kind Wealth was incredibly helpful in securing me a mortgage to buy my first home. As a first time buyer I was slightly perplexed by the process but Joe took time to explain everything to me, even the stupid questions! I never felt under any...”

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Taurus Wealth Management

(10)

Financial Advice
Wills
Pressure

“Recently visited the offices for financial advice from Rob North. Comprehensive assessment and advice given regardless of whether we pursue or not. Definitely no hint of pressure. A bonus was also getting advice from Stewart Watkins, partner in the f...”

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Mortgage Advice Bureau - Worcester

(9)

“Honest, straightforward, to the point and fair advice always given. Tom provided excellent service and customer care, would thoroughly recommend him. Helped put me and my partner at ease with the mortgage process.”

Featured

There continues to be a lot of news coverage about changes in interest rates and mortgage loans. If you’re unsure about how this affects you, our experienced mortgage team is best placed to help you. 𝐎𝐮𝐫 𝐌𝐨𝐫𝐭𝐠𝐚𝐠𝐞 𝐀𝐝𝐯𝐢𝐬𝐞𝐫𝐬 𝐡𝐚𝐯𝐞 𝐚𝐜𝐜𝐞𝐬𝐬 𝐭𝐨 𝟏,𝟎𝟎𝟎𝐬 𝐨𝐟 𝐦𝐨𝐫𝐭𝐠𝐚𝐠𝐞 𝐝𝐞𝐚𝐥𝐬, many not available through the High Street lenders. If you want to find out what your mortgage options are, book a free, no-obligation appointment with a member of our mortgage team today.

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Nfp, an Aon Company

(2)

Overview, Packaged HR Solution

“Jonathan and the team at Direct Safety Solutions have worked with us for several years now and we wouldn't look to go anywhere else. When it comes to H&S they have considerably improved our company on so many levels with regards to being more pro-act...”

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Temple Bar IFA

Inheritance Tax, Wills, Retirement and Later-Life Planning

“Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical plan designed to help you meet those objectives. We'll discuss the plan with you a...”

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Hazelton Mountford Jefferies

For You, For Your Business

“John has professionally guided us in all our investment strategies based on our attitude to risk, has a calming influence and takes a very pragmatic medium to long term view of what it is we wish to achieve. Over the many years we have now known John...”

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Finance 21

(3)

“Luke from Finance 21 is excellent. He's totally sorted out all my finances. He's very professional but explains everything simplistically so I finally was able to make the right decisions. My savings were sitting doing nothing in the bank and I feel ...”

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Merlin Financial Services

“Whilst every attempt is made to ensure the accuracy of the information on these pages, no responsibility can be accepted for any inaccuracies or omissions.”

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WLS Financial Services

Protection, Mortgages, Equity Release

““We found Hazel easy to talk to and she explained every detail regarding us taking out a Lifetime Mortgage. This was not a straight forward application, but Hazel worked very hard to get it agreed. Without Hazel we would never have managed, she looks...”

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Nicholas Lee

(1)

“Really helpful info given to me by Nicholas, Thanks”

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PA Chartered Certified Accountants

Specialist Accountancy & Tax Services, Salhan Connect - Low Cost Accounts For Small Businesses

“PA Chartered Accountants, which has been led by Paul Alton, has a strong client base in the Midlands and offered an advisory service to families and businesses and a consultancy service to other accountants.”

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KRD Equity Release

“Well, firstlybecause when you are considering EquityRelease as an option, there are many things that you will need toto consider. This will includelooking at all of the other options that might be open to you,everythingfrom using any other investment...”

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Bespoke-Advice

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Liaison

(1)

“This is a fantastic company to work for. Tremendous support, interesting varied work, company days, incentives, and an excellent work life balance. Best of all immense job satisfaction. I feel i am making a difference for our clients”

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Bespoke Risk Management

“We can provide you with the tools you need to put risk identification in place or improve existing strategies, protecting the long term sustainability of your business.”

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Watkins Smith

Document Storage, Probate, Lasting Powers of Attorney

“Choose us as your trusted professionals for all your will writing and estate planning needs. Our friendly team will help you every step of the way and make sure your journey is stress free. We stand by our core values and ethics and realise that peop...”

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BW Financial Planning Limited

“I have found BW Financial Planning Ltd's advice to be easy to understand and it, and the company, have served my needs very well. I would not hesitate to recommend them to anyone looking to sort out a pension and generate a SIPP, which is what I need...”

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Jo Potts Financial Planning

““Jo Potts has provided excellent financial advice around my investment portfolio including pensions, ISAs and wealth management. Her professionalism, integrity and customer care alongside the ability to truly understand your individual needs make Jo ...”

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Macleod Financial

(13)

Knowledge
Planning
Mortgage

“Jamie has helped us get a Mortgage and more recently looks after our Life Insurance and Investments. I have dealt with Jamie, Rachel and Chris and all of which are lovely people, very professional and go above and beyond to provide a great service.”

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Moneynerd

(50)

Creditors Guides, Customer Stories, Debt Info

“Scott is a really good person who gives free and informative advice. Certainly helped myself and made me feel better. It felt good just being able to speak to someone and for them to say its OK. Would highly recommend Scott and Moneynerd. Excellent.”

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Average Cost	£3705
Minimum cost	£1236
Maximum cost	£10497
Avg Per Hour Rates	£372

Best Financial Advisors in Worcester

The highest-rated Financial Planning & Wealth Management companies out of 144 vetted & reviewed in the Worcester area.

Financial Advice Centre

Mortgages Plain and Simple

Britannic Place Financial Management Limited

Eva Capital Management

Kind Wealth

Taurus Wealth Management

Mortgage Advice Bureau - Worcester

Nfp, an Aon Company

Temple Bar IFA

Hazelton Mountford Jefferies

Finance 21

Merlin Financial Services

WLS Financial Services

Nicholas Lee

PA Chartered Certified Accountants

KRD Equity Release

Bespoke-Advice

Liaison

Bespoke Risk Management

Watkins Smith

BW Financial Planning Limited

Jo Potts Financial Planning

Macleod Financial

Moneynerd

Retirement Planning and Investment Management Services in Worcester Cost Estimates

Why these companies made our list

Wealth Management Advisors near Worcester

Popular in Worcester