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

Find the best FCA regulated financial advisers in Harlaston. Get expert help near you with pensions, investments, retirement planning and more.
I need advice on
Total assets
My postcode
First meeting is free
  • Warwick Wealth Management Ltd

    Tamworth
    FCA verified
    YOU are the focus of our business: You, your life, your family, your future.
    120
    £50k+
    Can help with
    Pensions & retirement
  • The Private Office

    Fradley and streethay
    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.
    37184
    £100k+
    Can help with
    Pensions & retirement
  • Evelyn Partners

    Tamworth
    FCA verified
    "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."
    603
    £500k+
    Can help with
    Pensions & retirement
    Not sure which adviser to pick?
    Answer a few questions to help us find you the perfect match.
  • Andrew Carley - True Potential Wealth Management LLP

    Tamworth
    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.
    201
    £100k+
    Can help with
    Pensions & retirement
  • Dean Wills Financial Planning

    Tamworth
    FCA verified
    With years of experience in the financial industry, I have developed a deep understanding of the challenges and opportunities that individuals and families face when it comes to managing their wealth.
    63
    £100k+
    Can help with
    Pensions & retirement
  • Evelyn Partners

    Fazeley
    FCA verified
    "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."
    603
    £500k+
    Can help with
    Pensions & retirement
  • OSL Wealth Management

    Lichfield
    FCA verified
    Introducing Sally Bradshaw: Expert in Wealth Management With over two decades of experience as a Senior Financial Planning Manager at Lloyds Bank within their esteemed Private Banking division,
    < 10
    £250k+
    Can help with
    Pensions & retirement
  • OSL Wealth Management

    Lichfield
    FCA verified
    Introducing Sally Bradshaw: Expert in Wealth Management With over two decades of experience as a Senior Financial Planning Manager at Lloyds Bank within their esteemed Private Banking division,
    < 10
    £250k+
    Can help with
    Pensions & retirement
  • Integritas Financial Planners Ltd

    Fazeley
    FCA verified
    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.
    Recently added
    £50k+
    Can help with
    Pensions & retirement
  • The Private Office

    Tamworth
    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.
    37184
    £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.