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

Find the best FCA regulated financial advisers in Weeford. Get expert help near you with pensions, investments, retirement planning and more
Weeford, Lichfield, Staffordshire
The Private Office

The Private Office

Lichfield
Initial consultation free
FCA verified
Independent
Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.
Clients
helped
40031
Minimum
wealth
£150k+
Meet the team
Steffan Alemanno
Abigail Banks
Julian Frere
Roger Clarke
Matthew Cole
+47
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
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
RBC Brewin Dolphin

RBC Brewin Dolphin

Fazeley
Initial consultation free
FCA verified
Restricted
Wealth management built around you - from one of the world's strongest banks.
Clients
helped
11
Minimum
wealth
£250k+
Meet the team
S
M
A
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Sharia finance
Stockbroking services
Evelyn Partners

Evelyn Partners

Fazeley
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
1090
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
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
The Private Office

The Private Office

Sutton coldfield
Initial consultation free
FCA verified
Independent
Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.
Clients
helped
40031
Minimum
wealth
£150k+
Meet the team
Steffan Alemanno
Abigail Banks
Julian Frere
Roger Clarke
Matthew Cole
+47
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
Ascot Lloyd

Ascot Lloyd

Lichfield
Initial consultation free
FCA verified
Independent
At Ascot Lloyd, we believe financial advice should be clear, straightforward and genuinely helpful, not confusing and full of unnecessary jargon.
Clients
helped
2039
Minimum
wealth
£150k+
Meet the team
Catherine Wilde
Jason Barefoot
Craig Couldrick
Kevin Broome
Raj Chauhan
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
Fairstone Group

Fairstone Group

Sutton coldfield
Initial consultation free
FCA verified
Independent
Fairstone is one of the top 10 wealth management companies in the UK with more than 50 offices across the country. With a 5-star Trustpilot rating and over 500 advisers, we offer a full range of financial advice and wealth management services.
Clients
helped
15287
Minimum
wealth
£0+
Meet the team
Dom Richards
Daniel Lowe
Stewart Bicknell
Lawrence Breese
Richard Wood
+1
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Douglas Steers & Company

Douglas Steers & Company

Sutton coldfield
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10641
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Simeon Page
+7
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Hymans Robertson Personal Wealth

Hymans Robertson Personal Wealth

Fazeley
Initial consultation free
FCA verified
Independent
Get expert support at every life stage, from the start of your career to retirement. Our services, driven by technology and expert advice, focus on long-term investing, backed by 100 years of experience from our parent company.
Clients
helped
196
Minimum
wealth
£250k+
Meet the team
Edward Faulkner
Jeff Simpson
Georgia Hall
Dilara Uyduran
Graeme Robertson
+2
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
Frequently Asked Questions about Financial Advisers in Weeford