Top 10 Independent (IFAs) & Restricted Financial Advisers in Castle Bromwich

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  • Warren Wealth Limited

    Castle bromwich
    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

  • Ingenious Financial Solutions

    Fordbridge
    FCA verified
    We provide sound, financial solutions for our client's needs for today and for their future.
    259
    £50k+
    Can help with
    Pensions & retirement

  • Flying Colours

    Fordbridge
    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.
    16980
    £100k+
    Can help with
    Pensions & retirement
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  • Central Financial Planning Ltd

    Fordbridge
    FCA verified
    Award winning chartered financial planning firm giving quality independent advice
    28
    £100k+
    Can help with
    Pensions & retirement

  • Neil Dixon at True Potential Weath Management

    Birmingham
    FCA verified
    A Chartered Financial Planner & Pensions Specialist, giving quality advice to clients, nationwide. I will help you achieve your retirement dreams. I hold the relevant qualifications to advise in the complex area of Defined Benefit/Final Salary schemes.
    112
    £100k+
    Can help with
    Pensions & retirement

  • Richard Wood - PROSPERITY FINANCIAL GROUP, INC.

    Curdworth
    FCA verified
    Your best interests are at the core of everything that I do on your behalf. I believe it’s my ability to build strong relationships with my clients that is key to success for both
    343
    £50k+
    Can help with
    Pensions & retirement

  • Warwick Wealth Management Ltd

    Wishaw
    FCA verified
    YOU are the focus of our business: You, your life, your family, your future.
    84
    £50k+
    Can help with
    Pensions & retirement

  • Succession Wealth

    Birmingham
    FCA verified
    Ever considered using a Wealth Planner? If so, please get in touch for a no obligation initial video call to discuss your requirements. We work with you to create and implement a Succession Plan - a blueprint for your financial future.
    225
    £100k+
    Can help with
    Pensions & retirement

  • 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.
    85
    £100k+
    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.
    4640
    £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.