Top 20 Independent Financial Advisers in West Midlands

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  • PSA Financial Services Ltd

    Solihull
    Call us to book your free initial consultation.
    90
    £20k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Ashwood Law Wealth Management

    Solihull
    For advice on Pensions, Retirement Planning, Investments and Savings, Wealth Management, Long Term Care and Life Cover.
    60
    £50k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Opal Wealth Management Ltd

    Birmingham
    We are still providing advice during these uncertain times, but are choosing not to meet with clients to try to ensure our mutual safety. Please email us should you require financial advice. Our specialisations lie within constructing tax efficient investment portfolios and retirement planning, be it 'saving for' or 'at retirement' solutions*
    539
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Rothesay Bennett Financial Planning

    Balsall
    All advisers at Rothesay Bennett are highly qualified and have a minimum 9 years experience advising clients.
    205
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Sandringham Financial Partners

    Birmingham
    Approachable and cost-effective financial advice to help you to put your finances in order and plan for a comfortable retirement.
    45
    £250k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Opal Wealth Management Ltd

    Stourbridge
    We are still providing advice during these uncertain times, but are choosing not to meet with clients to try to ensure our mutual safety. Please email us should you require financial advice. Our specialisations lie within constructing tax efficient investment portfolios and retirement planning, be it 'saving for' or 'at retirement' solutions*
    539
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Interface Financial Planning Limited

    Birmingham
    Enjoy an online meeting from the safety and comfort of your own home using our remote online service. We have offered a remote online service since 2012 and clients and colleagues love the convenience of meetings being readily available at a time of their choosing.
    10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Peter Blackhall at Midwinter Financial Planning

    Solihull
    A Solihull based Chartered Independent Financial Adviser. I hold CII Level 6 Advanced Diploma in Regulated Financial Planning, and Certificates in Paraplanning, Pension Transfer Advice, Discretionary Investment Management, and Securities Advice & Dealing.
    New adviser
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Solihull
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    8908
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Mather and Murray Financial

    Birmingham
    Independent pension and investment advice. Initial no obligation meeting at no cost. Whole of market mortgage and protection advisers.
    1265
    £0+
    8.8
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Neal and Co Financial Services Ltd

    Cradley heath
    22
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Sutton coldfield
    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.
    10977
    £100k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • JDA Wealth Ltd

    Solihull
    Helping clients protect, enhance and manage their wealth.
    72
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Retirement Solutions (UK) Ltd

    Birmingham
    We offer a specialist advised service covering all your options at retirement, including Annuities, Flexible Drawdown, and Defined Benefit transfers. We also offer a full financial planning service incorporating Inheritance Tax Planning, Investment Advice
    1327
    £0+
    7.9
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Solihull
    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.
    11791
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Sutton coldfield
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    8908
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    Sutton coldfield
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    5214
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Coventry
    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.
    10978
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • True Potential Wealth Management - Jason Lynch

    Solihull
    I am a Chartered Financial Planner, Pensions expert and Partner with True Potential Wealth Management, specialising in the complex area of Defined Benefit/Final Salary pension advice, investments and inheritance tax palnning.
    New adviser
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Ingenious Financial Solutions

    Solihull
    We provide sound, financial solutions for our client's needs for today and for their future.
    155
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    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.