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

Find the best FCA regulated financial advisers in Staffordshire. Get expert help near you with pensions, investments, retirement planning and more
Staffordshire
Integritas Financial Planners Ltd

Integritas Financial Planners Ltd

Uttoxeter
Initial consultation free
FCA verified
Independent
Looking for truly independent financial advice you can trust? Integritas Financial Planners in Swadlincote offers bespoke, jargon-free guidance across pensions, investments, protection & mortgages. Free discovery meeting, no obligation.
Clients
helped
14
Minimum
wealth
£50k+
Meet the team
Mark Johnson
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Mortgages
Lee Kirven at True Potential Wealth Management

Lee Kirven at True Potential Wealth Management

Lichfield
Initial consultation free
FCA verified
Restricted
For the past 18 years, I’ve had the pleasure of helping people plan and achieve their financial goals. During this time, I’ve become a trusted financial planner to a wide range of individuals and families.
Clients
helped
86
Minimum
wealth
£50k+
Meet the team
Lee Kirven
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Evelyn Partners

Evelyn Partners

Stoke on trent
Initial consultation free
FCA verified
Restricted
"Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
Clients
helped
1054
Minimum
wealth
£500k+
Meet the team
H
L
M
D
C
+6
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Stockbroking services
Humboldt Financial

Humboldt Financial

Forsbrook
Initial consultation free
FCA verified
Independent
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.
Clients
helped
2558
Minimum
wealth
£50k+
Meet the team
Francis Gill
Oliver Canning
Josh Gill
James McNally
Ryan Cook
+1
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Business
M&G Advice

M&G Advice

Newcastle
Initial consultation free
FCA verified
Restricted
We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
Clients
helped
2270
Minimum
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings
Integritas Financial Planners Ltd

Integritas Financial Planners Ltd

Fazeley
Initial consultation free
FCA verified
Independent
Looking for truly independent financial advice you can trust? Integritas Financial Planners in Swadlincote offers bespoke, jargon-free guidance across pensions, investments, protection & mortgages. Free discovery meeting, no obligation.
Clients
helped
14
Minimum
wealth
£50k+
Meet the team
Adam Alden
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Mortgages
Sam Hartley - True Potential Wealth Management

Sam Hartley - True Potential Wealth Management

Newcastle
Initial consultation free
FCA verified
Restricted
I provide tailored financial advice on pensions, savings & investments. Using cashflow modelling, I project your income, expenses and assets over time, helping you make informed decisions to help achieve your financial goals with clarity and confidence.
Clients
helped
380
Minimum
wealth
£250k+
Meet the team
Sam Hartley BSc (Hons) DipPFS
Nick Cassidy
Can help with
Pensions & retirement
Financial planning
Investments
Savings
TheWealthPoint

TheWealthPoint

Stoke on trent
Initial consultation free
FCA verified
Independent
You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.
Clients
helped
3213
Minimum
wealth
£250k+
Meet the team
Sanjay Gambhir
M
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Evelyn Partners

Evelyn Partners

Tamworth
Initial consultation free
FCA verified
Restricted
"Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
Clients
helped
1054
Minimum
wealth
£500k+
Meet the team
H
L
M
D
C
+6
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Stockbroking services
Luke Moloney at Truly Independent

Luke Moloney at Truly Independent

Barton under needwood
Initial consultation free
FCA verified
Independent
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.
Clients
helped
122
Minimum
wealth
£0+
Meet the team
L
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Frequently Asked Questions about Financial Advisers in Staffordshire