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

Find the best FCA regulated financial advisers in Walsall. Get expert help near you with pensions, investments, retirement planning and more
Walsall
Evelyn Partners

Evelyn Partners

Essington
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
985
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
Flying Colours Advice

Flying Colours Advice

Walsall
Initial consultation free
FCA verified
Independent
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.
Clients
helped
20066
Minimum
wealth
£150k+
Meet the team
George Agan
Liviu Ratoi
David Lemar
Carl Williams
Arthur Childs
+14
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care
Sigma Wealth Partners

Sigma Wealth Partners

Walsall
Initial consultation free
FCA verified
Independent
We listen to your needs, your hopes your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.
Clients
helped
301
Minimum
wealth
£100k+
Meet the team
Gary Singh
Can help with
Pensions & retirement
Financial planning
Investments
Lee Kirven at True Potential Wealth Management

Lee Kirven at True Potential Wealth Management

Walsall
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
84
Minimum
wealth
£50k+
Meet the team
Lee Kirven
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
TheWealthPoint

TheWealthPoint

Walsall
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
3142
Minimum
wealth
£250k+
Meet the team
Sanjay Gambhir
M
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
CJP Financial Planning Limited

CJP Financial Planning Limited

Walsall
Initial consultation free
FCA verified
Restricted
Professional & Experienced Advice call CJP Financial Planning. First meeting provided our cost.
Clients
helped
94
Minimum
wealth
£50k+
Meet the team
J
G
C
P
C
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Savings
Long Term Care
Mortgages
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
10417
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
Flying Colours Advice

Flying Colours Advice

Walsall
Initial consultation free
FCA verified
Independent
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.
Clients
helped
20066
Minimum
wealth
£150k+
Meet the team
Andrew Smith
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care
The Private Office

The Private Office

Walsall
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
39554
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
Equity Select Ltd.

Equity Select Ltd.

Walsall
Initial consultation free
FCA verified
Independent
We pride ourselves on working with you, our clients, throughout the entire process, to ensure everything goes as smoothly as possible. We offer a full range of financial advice covering Mortgages, Equity Release, Protection, Pensions and Investments.
Clients
helped
12
Minimum
wealth
£50k+
Meet the team
A
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Mortgages
Frequently Asked Questions about Financial Advisers in Walsall