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

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  • Gemini Wealth Management Ltd

    Lichfield
    FCA verified
    Gemini Wealth Management provides professional unbiased; financial products advice, financial planning, investment and tax efficiency advice to both private individuals and businesses.
    46
    £100k+
    Can help with
    Pensions & retirement
  • Robin Place - Four Oaks Financial Services Limited

    Lichfield
    FCA verified
    Robin provides Financial Planning Advice on Investments, Pensions, Long Term Care, Protection and Inheritance Tax.
    59
    £250k+
    Can help with
    Pensions & retirement
  • Matt Pearson - KLO Financial Services Ltd

    Lichfield
    FCA verified
    We Offer Effective Solutions For All Aspects Of Financial Management Independent Advice Tailored to You
    72
    £0+
    Can help with
    Pensions & retirement
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  • Robin Place - Four Oaks Financial Services Limited

    Burntwood
    FCA verified
    Robin provides Financial Planning Advice on Investments, Pensions, Long Term Care, Protection and Inheritance Tax.
    59
    £250k+
    Can help with
    Pensions & retirement
  • Luke Moloney at Truly Independent

    Burntwood
    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.
    25
    £0+
    Can help with
    Pensions & retirement
  • Matt Pearson - KLO Financial Services Ltd

    Burntwood
    FCA verified
    We Offer Effective Solutions For All Aspects Of Financial Management Independent Advice Tailored to You
    72
    £0+
    Can help with
    Pensions & retirement
  • Newstead Clark

    Burntwood
    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.
    120
    £0+
    Can help with
    Pensions & retirement
  • The Private Office

    Burntwood
    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.
    25849
    £100k+
    Can help with
    Pensions & retirement
  • Flying Colours

    Tamworth
    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.
    16277
    £100k+
    Can help with
    Pensions & retirement
  • Flying Colours

    Walsall
    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.
    16277
    £100k+
    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.