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> Worcester
Contributor

69%

MATCH FOR YOU

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4.9out of 5

Dean Clifford

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% clients advised in each area  :

Investments

53%

Pensions

35%

Insurance & Protection

41%

Later life planning

18%
I have been in financial services for over 20 years now. In the early days I was an insurance man with Co-operative Insurance which gave me an excelle... Read More
Serves clients with: Any level of wealth
Dean's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Contributor

64%

MATCH FOR YOU

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4.9out of 5

Trevor Paginton

More Info
% clients advised in each area  :

Investments

64%

Annuities

50%

Mortgages

43%

Pensions

71%

Insurance & Protection

21%

Later life planning

21%
All our advisers are experienced, qualified and look to provide you with professional and impartial advice. We always look to find solutions for your ... Read More
Serves clients with: Any level of wealth
Trevor's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Contributor

59%

MATCH FOR YOU

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4.9out of 5

Steve Perera

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% clients advised in each area  :

Investments

89%

Annuities

50%

Pensions

89%

Insurance & Protection

11%

Later life planning

17%
I am a Chartered Financial Planner with around 20 years of experience in Financial Services. I established Britannic Place in 2006 with the idea of pr... Read More
Serves clients with: Over £100k of investable assets or household income
Steve's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Chartered Financial Planner
Contributor

56%

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4.9out of 5

John Taylor

More Info
% clients advised in each area  :

Investments

92%

Annuities

8%

Pensions

77%

Insurance & Protection

15%

Later life planning

23%
I'm a great believer in keeping things simple - financial services jargon doesn't help people get richer. Although I am a fully qualified wealth manag... Read More
Serves clients with: Over £100k of investable assets or household income
John's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Contributor

54%

MATCH FOR YOU

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4.6out of 5

Keith MacDonald

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% clients advised in each area  :

Investments

100%

Annuities

27%

Pensions

73%

Insurance & Protection

36%
Keith has had the privilege of working with clients for over 15 years, helping them to make decisions about their wealth that supports their values an... Read More
Serves clients with: Over £100k of investable assets or household income
Keith's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Contributor

54%

MATCH FOR YOU

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4.8out of 5

Roger Milbourn

More Info
% clients advised in each area  :

Investments

71%

Pensions

64%

Insurance & Protection

29%

Later life planning

14%
WINNER OF THE CHARTERED SECURITIES & INVESTMENTS PRIVATE CLIENT ADVICE AWARD 2012Financial Themes LLP specialise in bringing Independent Financial & I... Read More
Serves clients with: Over £50k of investable assets or household income
Roger's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years

Latest client reviews of Worcester IFAs

We get great help from Philip and his team. They are pro-active in finding us the best investments a....elf is a very personable advisor who we confidentially acts with our best interests always at heart    Read More
Phil Crosby
Simon keeps me informed by a monthly newsletter as to the latest savings offers, and any other rele....r the years that I have been his client. Both my wife and I feel he has our best interests at heart.   Read More
Kenneth Ross

Can't find the right Worcester IFA?

Please Note: We have not yet been able to verify the following individuals provide independent financial advice. They are, or have been, registered with relevant bodies or regulators at addresses in Worcester.

Dean EdmundsFinancial Advice Centre Limited
John SitchEnglish Mutual Holdings Ltd
Jeremy MatthewsParkinson Wright Financial Management Limited
James VernallHazelton Mobbs & Mountford (Financial Services) Ltd
Hugh ForsythM.W.F.S. Limited
Paul HorsleyMoneyfax FPS Ltd
Martin CooperMartin Cooper Wealth Management Ltd
Looking for a different Independent Financial Advisor (IFA) in Worcester? Search by name