Top 20 Independent Financial Advisers in Staffordshire

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  • Opal Wealth Management Ltd

    Rocester
    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*
    50
    £50k+
    7.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Friendly Wealth Management

    Stafford
    Chartered Financial Planners specialising in Investments, Pensions, Retirement Planning, Taxation and Wealth Management.
    < 10
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Mat White Financial Services

    Stafford
    We feel that we can make a positive difference to the finances of our clients
    29
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Limited

    Stafford
    Chartered Financial Planners rated the No. 1 wealth management house on Trustpilot.
    36
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Macclesfield
    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.
    37
    £100k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Retirement Solutions (UK) Ltd

    Stafford
    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
    < 10
    £0+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • ClearPlan Financial Services Ltd

    Stafford
    ClearPlan provides tailored Independent Chartered Financial Planning solutions. We guide our clients to achieve financial security through informed decision making.
    42
    £20k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • All Counties Financial Limited

    Stafford
    We pride ourselves in maintaining our clients through first class advice and excellent service proposition.
    25
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    Stafford
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    54
    £0+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Lonsdale Wealth Management (Stafford)

    Dunston
    Lonsdale Wealth Management offer clear and professional independent financial advice to help you make the right decisions about your future.
    54
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • 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*
    79
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Ascot Lloyd

    Stone
    One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
    < 10
    £50k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Ascot Lloyd

    Chester
    One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
    12
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • George Smith at PSA Financial

    Castle donington
    Our Mission is to provide clear, honest, no-nonsense financial solutions, helping our Clients achieve their financial ambitions.
    35
    £20k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Retirement Planning (Uk) Ltd

    Stone
    Whether you are a family, couple or an individual, we can offer you a wide range of financial advice.
    17
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Evans Ash Financial Services LLP

    Penkridge
    A personal service by professional advisers for over 25 years.
    36
    £0+
    7.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Ashwood Law Wealth Management

    Fulford
    For advice on Pensions, Retirement Planning, Investments and Savings, Wealth Management and Life Cover.
    33
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Enhance Financial Planning

    Cannock
    We Protect and Enhance wealth with clear, straightforward independent financial advice. Our approach is simple. We listen to you.
    13
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Mulberry Chartered

    Doveridge
    A Family run firm built over 30 years of client trust. Backed by The AFH Financial Group - one of the largest advisory firms in The UK with in excess of £6 billion under management. We are offering telephone or Teams for all initial enquiries.
    69
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Hunter & Co (IFA) Ltd

    Burntwood
    A warm welcome from Hunter & Co, where we take a fresh approach to providing Financial Advice.
    < 10
    £20k+
    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.