Personal Financial Advice

A Legacy of Financial Guidance

Personal Financial Advice Limited has been guiding individuals and families towards financial security since 1986. Founded on the principle of building lasting client relationships and providing personalized solutions, we've become a trusted partner for wealth management across Worcestershire.

A Personal Approach to Planning

Our dedicated team, led by Neil Barton, DipPFS, takes a personalized approach to financial planning. We begin by taking the time to understand your unique goals, dreams, and anxieties. We work alongside you to develop a tailored plan that aligns with your individual circumstances and aspirations.

Comprehensive Services

We offer a comprehensive range of services that cater to every stage of your financial journey:

Financial Planning

• Comprehensive wealth evaluation and goal setting
• Retirement planning and investment strategies
• Tax optimization strategies
• Estate planning and inheritance management

Investment Management

• Portfolio construction and asset allocation
• Regular performance review and optimization
• Risk mitigation strategies

Pensions

• Pension transfer and consolidation
• Pension scheme reviews and optimization
• Retirement planning and income generation strategies

Estate Planning

• Estate planning review and updates
• Will drafting and trust creation
• Inheritance tax planning and asset protection strategies

Our Commitment

At Personal Financial Advice Limited, we are committed to:

• Client-centeredness: We prioritize your needs and goals in every interaction.
• Transparency: We provide clear and concise explanations of our processes and fees.
• Integrity: We adhere to the highest ethical standards and regulatory guidelines.
• Communication: We maintain regular communication and transparent reporting throughout our engagement.

Contact Us Today

If you are seeking experienced and personalized financial guidance, contact Personal Financial Advice Limited today to schedule a no-obligation consultation. We will discuss your unique situation and collaboratively develop a plan to achieve your financial goals.