Top 10 Independent (IFAs) & Restricted Financial Advisers in West Midlands

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  • Neil Dixon at True Potential Weath Management

    Birmingham
    FCA verified
    A Chartered Financial Planner & Pensions Specialist, giving quality advice to clients, nationwide. I will help you achieve your retirement dreams. I hold the relevant qualifications to advise in the complex area of Defined Benefit/Final Salary schemes.
    113
    £100k+
    Can help with
    Pensions & retirement

  • Humboldt Financial

    Birmingham
    FCA verified
    As a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.
    4992
    £50k+
    Can help with
    Pensions & retirement

  • Flying Colours

    Hockley heath
    FCA verified
    Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
    17073
    £100k+
    Can help with
    Pensions & retirement
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  • James Gregory Financial Ltd

    Bilston
    FCA verified
    Truly independant advice to reduce any worry or uncertainty about the future and to assist with any financial goals. All enquiries are welcome
    336
    £50k+
    Can help with
    Pensions & retirement

  • Douglas Steers & Company

    Birmingham
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    4738
    £50k+
    Can help with
    Pensions & retirement

  • Purity Financial Services Limited

    Sutton coldfield
    FCA verified
    I help clients with their investment and pension/retirement planning. Contact me for a 'free' review and I am sure you will benefit.
    128
    £50k+
    Can help with
    Pensions & retirement

  • The Full Picture Financial Planning

    Solihull
    FCA verified
    A Solihull based Chartered Financial Planner 🚀 I’d love to have a chat to see if I can help (or at least point you in the right direction). Let’s schedule a Virtual Coffee Chat? Book a slot here 👉 <url hidden>
    108
    £100k+
    Can help with
    Pensions & retirement

  • Warren Wealth Limited

    Castle bromwich
    FCA verified
    We focus on you, not your money. No two people are the same and have the same needs. We’ll spend time understanding your current financial problems and aspirations, then develop plans to solve the former and achieve the latter.
    47
    £50k+
    Can help with
    Pensions & retirement

  • Meriden Financial Planning Limited

    Stourbridge
    FCA verified
    Choosing a local financial adviser you can trust may seem a daunting task, but if you need help with a financial decision it’s worth persevering. A good financial adviser can save you money and a lot of worry.
    184
    £50k+
    Can help with
    Pensions & retirement

  • Whateley Wealth Management Limited

    Smethwick
    FCA verified
    We are Independent Financial Advisers giving best advice on how to build your prosperity with a solution which is bespoke and balanced to your exact needs. We firmly believe everyone deserves a secure financial future.
    148
    £0+
    Can help with
    Pensions & retirement

How can a financial adviser help me?

An independent financial adviser (IFA) can help you with many of life’s big financial decisions, such as:

  • Accessing your pensions
  • Choosing how to take your pension income
  • Investing for the medium or long term
  • Protecting your family finances
  • Finding life insurance, critical illness cover and income protection
  • Starting a business
  • Setting up and managing a personal pension
  • Funding long-term care for yourself or a loved one
  • Leaving an inheritance while minimising tax

Your IFA will assess your whole financial situation and give you unbiased advice on the options available to you. They will also source financial products for you, independently of product providers, so you can choose the most suitable ones from the whole of the market. Finally, they will handle all the necessary administration, to save you time and hassle.

Why use Unbiased?

Unbiased is the place to find advisers you can trust. Our site offers one of the easiest and quickest ways to find the right professional for you. Every professional is appropriately regulated, qualified and independent of product providers, so you can be sure of finding unbiased advice. Our smart system can match an available professional to your requirements, so there’s no time-consuming shopping around. Alternatively, you can browse a list of local professionals and filter them to suit your preferences.