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

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  • Lucent Financial Planning Ltd

    Sutton coldfield
    FCA verified
    We help you live the life you want. Our straightforward, expert guidance will help you reach your financial potential. We offer appointments both face to face and remotely via Team and telephone to be as flexible as possible for you!
    161
    £250k+
    Can help with
    Pensions & retirement

  • MPI Financial Advice

    Birmingham
    FCA verified
    We provide a free update & advice service to help you understand your plans.
    2677
    £0+
    Can help with
    Pensions & retirement

  • Newstead Clark

    Solihull
    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.
    134
    £50k+
    Can help with
    Pensions & retirement
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  • Whateley Wealth Management Ltd

    Cofton hackett
    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.
    252
    £50k+
    Can help with
    Pensions & retirement

  • True Potential Wealth Management LLP

    Wolverhampton
    FCA verified
    My name is James Andrew Paul. I am a diploma qualified Financial Advisor and partner at True Potential Wealth Management LLP & Estate Planning Consultant with Countrywide Tax & Trust Corporation ltd.
    33
    £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.
    4648
    £50k+
    Can help with
    Pensions & retirement

  • Greentree Wealth Management Ltd

    Kingswinford
    FCA verified
    Our team at Greentree would love to help you with your retirement or investment planning. With over 15 years experience, we specialise in providing simple, jargon free advice, helping our clients to identify and achieve their financial objectives.
    < 10
    £0+
    Can help with
    Pensions & retirement

  • Edward Bond Associates

    Birmingham
    FCA verified
    Personal and professional advice from a Certified Financial Planner. We will work with you to understand your objectives and build a bespoke plan to help you achieve these.
    3781
    £50k+
    Can help with
    Pensions & retirement

  • Fairstone Group

    Birmingham
    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.
    10361
    £0+
    Can help with
    Pensions & retirement

  • Ravi Jay at PSA Financial Services Ltd

    Solihull
    FCA verified
    102
    £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.