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

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  • Wren Sterling

    Walsall
    FCA verified
    Thousands of people across the UK rely on Wren Sterling for financial planning help. We specialise in pensions, investments, protection and estate planning, helping people to achieve their long-term financial objectives. We're independent too!
    1149
    £250k+
    Can help with
    Pensions & retirement

  • Ingenious Financial Solutions

    Fordbridge
    FCA verified
    We provide sound, financial solutions for our client's needs for today and for their future.
    266
    £50k+
    Can help with
    Pensions & retirement

  • The Pension Planner

    Sutton coldfield
    FCA verified
    We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in Sutton Coldfield helping people at every stage of retirement to maximise their pension and achieve their ideal lifestyle. We aim to make your retirement as simple as possible!
    5282
    £100k+
    Can help with
    Pensions & retirement
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  • 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.
    5074
    £50k+
    Can help with
    Pensions & retirement

  • Simpson Financial Services Ltd

    Coventry
    FCA verified
    Simpson Financial Services was established in 2004 with one aim – to provide you with the highest standard of financial advice and care. We help you reach your goals through financial planning, mortgage and protection advice, and wealth management.
    106
    £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.
    152
    £0+
    Can help with
    Pensions & retirement

  • MPI Financial Advice

    Halesowen
    FCA verified
    We provide a free update & advice service to help you understand your plans.
    2825
    £0+
    Can help with
    Pensions & retirement

  • Nasreen Akhter - Whateley Wealth Management Ltd

    Halesowen
    FCA verified
    We are a local, friendly and professional financial advisory firm offering advice in all aspects of financial planning.
    314
    £50k+
    Can help with
    Pensions & retirement

  • Wren Sterling

    Birmingham
    FCA verified
    We're an Independent Financial Adviser, working with private individuals and corporate clients. Whether you're looking to change your existing adviser or you're totally new to financial planning, Wren Sterling has a service to suit you.
    1149
    £50k+
    Can help with
    Pensions & retirement

  • Warren Wealth Limited

    Solihull
    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

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.