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Top 20 Independent Financial Advisers in West Midlands

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  • i-Pensions Advisory Ltd

    Coventry
    I am dual authorised through the Financial Conduct Authority and have permission to provide specific Final Salary transfer advice
    45
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Succession Wealth

    Birmingham
    Ever considered using a Wealth Planner? If so, please get in touch for a no obligation initial video call to discuss your requirements. We work with you to create and implement a Succession Plan - a blueprint for your financial future.
    147
    £250k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Atwal Wealth Management

    Birmingham
    Stop don`t look anywhere else! We are the region's no 1 Financial Advisor. We are here to help with those difficult financial decisions. The ones that really make a difference! Whether that is now or later in life they will come!
    19
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
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  • Peter Blackhall at Midwinter Financial Planning

    Coventry
    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.
    33
    £150k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Neal and Co Financial Services Ltd

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

  • Fairstone Group Ltd

    Coventry
    Fairstone incorporates one of the largest Chartered financial planning firms in the UK and is the number one rated wealth management house on Trustpilot.
    6449
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Opal Wealth Management Ltd

    Sutton coldfield
    We are independent financial advisers based in Wolverhampton. We offer financial advice and tailored services covering financial planning, retirement planning, pensions, savings and investments.
    675
    £100k+
    10.0
    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.
    524
    £150k+
    9.5
    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.
    15413
    £100k+
    9.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • True Potential Wealth Management LLP

    Wolverhampton
    My name is James Andrew Paul. I am a diploma qualified Financial Advisor and partner at True Potential Wealth Management LLP & Estate Planning Consultant with Countrywide Tax & Trust Corporation ltd.
    17
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Prosperity Wealth Ltd

    Brierley hill
    We provide impartial financial planning advice. We specialise in, pensions, retirement, protection, investments, mortgages. Call <phone number hidden>
    129
    £50k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • JPA Financial Services Ltd

    Kingswinford
    We believe fully independent financial advice with access to all potential solutions is the way that clients can truly benefit.
    124
    £0+
    8.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Midlands Investment Agency

    Wolverhampton
    Chartered Financial Planner, expert advice on retirement and investment planning. Helping our clients achieve financial freedom and security
    < 10
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Investments

  • Mather and Murray Financial

    Birmingham
    Independent pension and investment advice. Initial no obligation meeting at no cost. Whole of market mortgage and protection advisers.
    1556
    £0+
    7.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • AFH Wealth Management Ltd

    Birmingham
    I am an experienced IFA with over 16 years providing tailored solutions to clients after understanding their goals. All done in a relaxed, friendly jargon free manner and with the support of AFH and all the benefits of being part of a national firm.
    < 10
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Opal Wealth Management Ltd

    Stourbridge
    We are independent financial advisers based in Wolverhampton. We offer financial advice and tailored services covering financial planning, retirement planning, pensions, savings and investments.
    675
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • DP'S Financial Advice & Services (David Parkinson)

    Solihull
    Personal, Trusted, Professional For retirement planning and exceptional wealth management, choose independence and experience. Specialist In Pension Transfers & Options
    66
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • PSA Financial Services Ltd

    Solihull
    Call us to book your free initial consultation.
    138
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • AFH Wealth Management

    Stourbridge
    35
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

  • Lucent Financial Planning Ltd

    Solihull
    We help you live the life you want. Our straightforward, expert guidance will help you reach your financial potential. We offer appointments both face to face and remotely via webex, skype, teams and telephone to be as flexible as possible for you!
    133
    £100k+
    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.