Top 10 Independent (IFAs) & Restricted Financial Advisers in West Midlands Combined Authority

Find the best FCA regulated financial advisers in West Midlands Combined Authority. Get expert help near you with pensions, investments, retirement planning and more.
I need advice on
Total assets
My postcode
First meeting is free
  • Ascot Lloyd

    Oldbury
    FCA verified
    We offer a range of financial services to cater to your specific needs. We understand that every individual has unique financial goals and circumstances, and our job is to consider all options and help you develop lifetime financial plans
    1634
    £150k+
    Can help with
    Pensions & retirement
  • Douglas Steers & Company

    Smethwick
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    9459
    £50k+
    Can help with
    Pensions & retirement
  • Fairstone Group

    Coventry
    FCA verified
    Fairstone originated in the Northeast of England in 2008 and now has national coverage through a number of locally based offices. With a 5* Trustpilot rating & 13,500 reviews, Fairstone strive to be “The most trusted wealth management firm in the UK"
    14236
    £0+
    Can help with
    Pensions & retirement
    Not sure which adviser to pick?
    Answer a few questions to help us find you the perfect match.
  • Prosper

    Birmingham
    FCA verified
    At Prosper, we combine fair-fee wealth management with trusted guidance from our expert partners—helping you grow your wealth with confidence and bring your goals within reach.
    366
    £50k+
    Can help with
    Pensions & retirement
  • Sigma Wealth Partners

    Walsall
    FCA verified
    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.
    279
    £100k+
    Can help with
    Pensions & retirement
  • Evelyn Partners

    Birmingham
    FCA verified
    "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."
    631
    £500k+
    Can help with
    Pensions & retirement
  • Fairstone Group

    Smethwick
    FCA verified
    Fairstone originated in the Northeast of England in 2008 and now has national coverage through a number of locally based offices. With a 5* Trustpilot rating & 14,000 reviews, Fairstone strive to be “The most trusted wealth management firm in the UK"
    14236
    £0+
    Can help with
    Pensions & retirement
  • Beaufort Wealth Management

    Birmingham
    FCA verified
    Expert independent advice, tailored to you
    150
    £50k+
    Can help with
    Pensions & retirement
  • Lucent Financial Planning Ltd

    Solihull
    FCA verified
    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.
    203
    £250k+
    Can help with
    Pensions & retirement
  • Evelyn Partners

    Birmingham
    FCA verified
    "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."
    631
    £500k+
    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.

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.