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

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  • Strata Financial Limited

    Codsall
    FCA verified
    We are a friendly, dependable, family firm of independent financial advisers who have been specialising in pension and retirement planning for over two decades.
    27
    £250k+
    Can help with
    Pensions & retirement
  • Warwick Wealth Management Ltd

    Wolverhampton
    FCA verified
    YOU are the focus of our business: You, your life, your family, your future.
    79
    £50k+
    Can help with
    Pensions & retirement
  • James Gregory Financial Ltd

    Wolverhampton
    FCA verified
    Truly independant advice to reduce any worry or uncertainty about the future and to assist with any financial goals. All enquiries are welcome
    336
    £50k+
    Can help with
    Pensions & retirement
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  • Purity Financial Services Limited

    Perton
    FCA verified
    I help clients with their investment and pension/retirement planning. Contact me for a 'free' review and I am sure you will benefit.
    124
    £50k+
    Can help with
    Pensions & retirement
  • The Private Office

    Wolverhampton
    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.
    26004
    £100k+
    Can help with
    Pensions & retirement
  • Strata Financial Limited

    Wolverhampton
    FCA verified
    We are a friendly, dependable, family firm of independent financial advisers who have been specialising in pension and retirement planning for over 20 years.
    27
    £150k+
    Can help with
    Pensions & retirement
  • True Potential Wealth Management LLP

    Wolverhampton
    FCA verified
    My name is James Andrew Paul. I am a diploma qualified Financial Advisor and partner at True Potential Wealth Management LLP & Estate Planning Consultant with Countrywide Tax & Trust Corporation ltd.
    33
    £50k+
    Can help with
    Pensions & retirement
  • Fairstone Group

    Wolverhampton
    FCA verified
    Fairstone incorporates one of the largest chartered financial planning firms in the UK and is the number one rated wealth management house on Trustpilot.
    9970
    £0+
    Can help with
    Pensions & retirement
  • Arcus

    Wolverhampton
    FCA verified
    Please feel free to get in touch. We will discuss your current Pensions and/or investments and see what your priorities are and how I can help. You will not pay for an initial meeting and payments will only be taken from your plans if you agree to proceed
    21
    £0+
    Can help with
    Pensions & retirement
  • 2020 Financial Advice

    Wolverhampton
    FCA verified
    You work hard for your money. Does your money work hard for you?
    341
    £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.

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