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

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  • Rothesay Bennett Financial Planning

    Balsall
    FCA verified
    We are an independent financial planning firm that delivers unbiased & tailored advice to our clients across England & Scotland. Our primary aim is to enable our clients the peace of mind and confidence to make financial decisions without reservation.
    240
    £250k+
    Can help with
    Pensions & retirement

  • 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.
    26948
    £100k+
    Can help with
    Pensions & retirement

  • Chase de Vere Financial

    Hampton in arden
    FCA verified
    Of course, every independent financial adviser will say they're different. Can they actually demonstrate they have the experience, expertise and know-how to offer the right advice, in the right way, at the right time?
    24
    £50k+
    Can help with
    Pensions & retirement
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  • Gemini Wealth Management Ltd

    Solihull
    FCA verified
    Gemini Wealth Management provides professional unbiased; financial products advice, financial planning, investment and tax efficiency advice to both private individuals and businesses.
    59
    £100k+
    Can help with
    Pensions & retirement

  • Lifestyle Future Ltd

    Solihull
    FCA verified
    The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.
    Recently added
    £50k+
    Can help with
    Pensions & retirement

  • Andrew Carley - True Potential Wealth Management LLP

    Meriden
    FCA verified
    True Potential provides experienced advice bespoke to each individual client or company. Recognising that everyone’s personal situations are unique, we will take the time to get to know you, what’s important and work with you every step of the way.
    40
    £50k+
    Can help with
    Pensions & retirement

  • Edward Bond Associates

    Coventry
    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.
    3777
    £0+
    Can help with
    Pensions & retirement

  • Simpson Financial Services Ltd

    Kenilworth
    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.
    86
    £50k+
    Can help with
    Pensions & retirement

  • Simpson Financial Services Ltd

    Kenilworth
    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.
    86
    £50k+
    Can help with
    Pensions & retirement

  • MPI Financial Advice

    Coventry
    FCA verified
    We provide a free update & advice service to help you understand your plans.
    2649
    £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.