Top 10 Independent (IFAs) & Restricted Financial Advisers in West Midlands Combined Authority
- At Lucent we help you make your money work harder so you can live your dream life. We do this by identifying your purpose, understanding your aspirations, and organising your finances so you can live the life you’ve always wanted.Clients202
helpedMinimum£250k+
wealthPensions & retirement - We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.Clients2045
helpedMinimum£100k+
wealthPensions & retirementNot sure which adviser to pick?Answer a few questions to help us find you the perfect match. - We have over 35 years experience in providing advice on a range of financial matters, including pension, investment, tax planning and protection. Our clients are our number one priority and we are committed to providing a first class service.Clients452
helpedMinimum£100k+
wealthPensions & retirement - "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."Clients628
helpedMinimum£500k+
wealthPensions & retirement - Gemini Wealth Management provides professional unbiased; financial products advice, financial planning, investment and tax efficiency advice to both private individuals and businesses.Clients114
helpedMinimum£100k+
wealthPensions & retirement - "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."Clients628
helpedMinimum£500k+
wealthPensions & retirement - 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.Clients183
helpedMinimum£100k+
wealthPensions & 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.