Top 10 Independent (IFAs) & Restricted Financial Advisers in Birmingham

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Total assets
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  • Attivo

    Birmingham
    FCA verified
    We have a team of highly qualified people, and have chosen to remain independent as we think clients should have access to unbiased advice and products from the whole of the market. Stephen Harper Chairman of Attivo
    143
    £100k+
    Can help with
    Financial planning
  • Newstead Clark

    Birmingham
    FCA verified
    Newstead Clark Financial Services offers personalised advice that’s tailored to your individual circumstances and financial goals. They take pride in building long-lasting relationships with their clients, based on trust, integrity, and transparency.
    137
    £50k+
    Can help with
    Pensions & retirement
  • Fairstone Group

    Sutton coldfield
    FCA verified
    Fairstone incorporates one of the largest Chartered financial planning firms in the UK and is the number one rated wealth management house on Trustpilot.
    10464
    £0+
    Can help with
    Pensions & retirement
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  • Steve Harris at True Potential Wealth Management

    Birmingham
    FCA verified
    Ensuring that your finances are being looked after and managed effectively, from an investment and tax perspective, is vitally important. Mistakes can be costly. This is where my knowledge, and expertise can help you achieve your financial dreams.
    86
    £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.
    5003
    £50k+
    Can help with
    Pensions & retirement
  • Flying Colours

    Sutton coldfield
    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.
    17091
    £100k+
    Can help with
    Pensions & retirement
  • AFH Wealth Management Ltd

    Birmingham
    FCA verified
    I am an experienced IFA with over 16 years providing tailored solutions to clients after understanding their goals. All done in a relaxed, friendly jargon free manner and with the support of AFH and all the benefits of being part of a national firm.
    14
    £100k+
    Can help with
    Pensions & retirement
  • Daniel Cottam - Future Perfect

    Sutton coldfield
    FCA verified
    I treat every client like they are my own family.
    92
    £50k+
    Can help with
    Pensions & retirement
  • Luke Moloney at Truly Independent

    Sutton coldfield
    FCA verified
    I am an independent financial adviser with many years of experience in the industry. Being Truly Independent means that I can provide you with unrestricted and unbiased financial advice from the whole of the market.
    31
    £0+
    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

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.