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

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  • The Private Office

    Coventry
    FCA verified
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    27335
    £100k+
    Can help with
    Pensions & retirement

  • Gransha Financial Services Limited

    Birmingham
    FCA verified
    If you are looking for a high quality mortgage or financial advice in Leicester and Leicestershire then you have come to the right place.
    84
    £100k+
    Can help with
    Pensions & retirement

  • Simpson Financial Services Ltd

    Birmingham
    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.
    99
    £50k+
    Can help with
    Pensions & retirement
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  • The Private Office

    Solihull
    FCA verified
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    27335
    £100k+
    Can help with
    Pensions & retirement

  • True Potential Wealth Management - Jason Lynch

    Rowley regis
    FCA verified
    I am a Chartered Financial Planner, Pensions expert and Partner with True Potential Wealth Management, specialising in the complex area of Defined Benefit/Final Salary pension advice, investments and inheritance tax planning.
    265
    £100k+
    Can help with
    Pensions & retirement

  • Nick Cassidy at True Potential Wealth Management

    Wolverhampton
    FCA verified
    Formerly a solicitor, I am now a fully qualified Financial Planner, with specialisms in Defined Benefit and Defined Contribution pension transfers, Pension & Divorce cases, drawdown and general retirement planning.
    73
    £100k+
    Can help with
    Pensions & retirement

  • Colin Thomson - Alexander House Financial Planning Ltd

    Birmingham
    FCA verified
    Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House Financial Planning can look after all your financial needs.
    41
    £100k+
    Can help with
    Pensions & retirement

  • Ravi Jay at PSA Financial Services Ltd

    Solihull
    FCA verified
    105
    £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

  • Mohammed Fulat at PSA Financial

    Solihull
    FCA verified
    We are a firm of Independent Financial Advisers based in Leicestershire offering specialist financial planning in all areas ranging from investment advice to pensions.
    392
    £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.