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Top 20 Independent Financial Advisers in West Midlands

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  • Ravi Thind (JPA FSL Ltd)

    Smethwick
    In our experience people don’t know who to turn to when it comes to finances. We can help.
    107
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Flying Colours

    Birmingham
    188
    £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+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • AFH Wealth Management

    Smethwick
    As a highly experienced, financial services professionalI, I pride myself in being able to provide a bespoke global investment proposition in a personal and friendly manor, one that is truly independent and built on trusting long term relationships.
    268
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Clear Solutions Wealth & Tax Management Ltd

    Birmingham
    We talk, we understand, and we work out a plan to achieve the objectives that are most important to you.
    15
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Whateley Wealth Management Ltd

    Birmingham
    We are a local, friendly and professional financial advisory firm offering advice in all aspects of financial planning.
    52
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • AFH Wealth Management

    Birmingham
    I'm a fully qualified Independent Financial Adviser, with a friendly and professional approach to providing independent and impartial advice.
    144
    £50k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • KLO Financial Services

    Birmingham
    Offering professional and personal financial solutions across all aspects of financial planning, from pension and investments to mortgages and protection
    203
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Beckford James Chartered Financial Planners

    Birmingham
    We provide a structured and consistent approach to financial planning, giving clients confidence that they will achieve their financial goals.
    223
    £20k+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Tilney

    Edinburgh
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Central Financial Planning Ltd

    Birmingham
    Award winning chartered financial planning firm giving quality independent advice
    20
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Mazars Financial Planning Limited

    Birmingham
    We aim to be your "trusted adviser" - the adviser you turn to for tailored advice and innovative ideas.
    20
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Ascot Lloyd

    Birmingham
    One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
    17
    £50k+
    9.1
    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

  • Mather and Murray Financial

    Birmingham
    Independent pension and investment advice. Initial no obligation meeting at no cost. Whole of market mortgage and protection advisers.
    177
    £0+
    7.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Harmony Wealth Management LTD

    Birmingham
    The great joy of financial freedom, is having your heart and mind free from worry about life's uncertainties. My aim is to pave the way for a more secure financial future for you and your family.
    12
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • The Pension Planner

    Birmingham
    We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in Birmingham, helping people at every stage of retirement to maximise their pension and achieve their ideal lifestyle.
    98
    £50k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Chris Rohman – 2plan wealth management Ltd

    Birmingham
    Initial consultation at my expense, at home or office.
    35
    £0+
    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
    47
    £0+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Regent Street Advisers Limited

    Birmingham
    Financial Planning gives you peace of mind that when any major life events happen, money is the last thing you need to worry about.
    77
    £20k+
    9.1
    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.