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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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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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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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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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Temple Bar IFA

Inheritance Tax, Wills, Retirement and Later-Life Planning

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Hazelton Mountford Jefferies

For You, For Your Business

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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

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WLS Financial Services

Protection, Mortgages, Equity Release

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Nicholas Lee

(1)

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

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Bespoke-Advice

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KRD Equity Release

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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

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Watkins Smith

Document Storage, Probate, Lasting Powers of Attorney

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BW Financial Planning Limited

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Jo Potts Financial Planning

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Wiser Mortgage Advice - Redditch

(50)

Advisor
Products
Stress

“Dean made the whole mortgage process much easier to understand. He broke down all the complicated stuff into layman's terms and was really friendly and professional. Thanks Dean!”

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Lilac Tree Financial

(50)

Property
Advice
Emails

“The service we received from Lilac Tree was fantastic. They were always quick to respond, had time for detailed discussions and were always professional. We would recommend their services and have already done so. Thank you, Emma & Ben”

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Confidence Wills

(49)

Mind
Humour
Lasting Powers of Attorney

“I've had the pleasure of using confidence wills for s short time now and they provide an excellent service. Simon visited me and gave excellent advice on getting my affairs in order, absolutely no sales pressure pure honest impartial advice and took ...”

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HLC Mortgages

(50)

Up to Date
Products
Understanding

“Alex and Katie provided an excellent service and were very patient with me changing my mind and moving goal posts numerous times. I wouldn't hesitate to recommend and will definitely use again in the future.”

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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

Kind Wealth

Eva Capital Management

Taurus Wealth Management

Mortgage Advice Bureau - Worcester

Temple Bar IFA

Hazelton Mountford Jefferies

Finance 21

Merlin Financial Services

WLS Financial Services

Nicholas Lee

Bespoke-Advice

KRD Equity Release

Liaison

Bespoke Risk Management

Watkins Smith

BW Financial Planning Limited

Jo Potts Financial Planning

Wiser Mortgage Advice - Redditch

Lilac Tree Financial

Confidence Wills

HLC Mortgages

Retirement Planning and Investment Management Services in Worcester Cost Estimates

Why these companies made our list

Wealth Management Advisors near Worcester

Popular in Worcester