"Personal face-to-face financial advice since 1986"

About Us

A Personal Approach to Financial Planning from Neil Barton.

Personal Financial Advice Limited is a long-established financial planning company with satisfied clients across Worcestershire.

Founded in 1986, we have been part of the community for 30 years providing advice and support to individuals from our office in Stourport.

Our aim is to provide a superior level of customer service to enable you to get the most out of your finances and protect your assets in the long term. We believe the key to giving solid advice is to take the time to really get to know our clients, and with just one advisor, Neil, there is always a friendly atmosphere and continuity of service at PFA.  

Every client is unique, we embrace this. The majority of Personal Financial Advice’s new business derives from the recommendations of existing clients.

We give impartial advice on your Pension, Savings, Investments and Estate Planning. We hope our website will provide an informative overview of our services and introduce you to our personal approach, which is built on looking after our clients’ wealth effectively and gaining the best results for them.

Personal Financial Advice Limited is authorised and regulated by the Financial Conduct Authority (FCA). The FCA is the independent regulator of financial services in the United Kingdom. Personal Financial Advice Limited is entered on the Financial Services Register under reference 134672.

To arrange a no obligation appointment with our experienced adviser:

Call us now on 01299 878542

Neil Barton

Neil Barton DipPFS

Investment

Our objective is to achieve steady growth in the value of your capital in the most tax efficient way.

Pensions

Wealth accumulation or income in retirement we can help you secure a long and prosperous retirement.

Estate Planning

The purpose is to preserve, protect and pass on family wealth. We can help you ensure your Will reflects your wishes.

Becoming a Client

If you are interested in becoming a client or you would like to learn more about our services, please contact us.

Where you have a complaint or dispute with us and we are unable to resolve this to your satisfaction we are obliged to offer you the Financial Ombudsman Service to help settle this.
Please see the following link for further details: http://financial-ombudsman.org.uk

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