Top 20 Independent Financial Advisers in Staffordshire

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  • Opal Wealth Management Ltd

    Sandon and burston
    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*
    545
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Thursfield&Co Personal Financial Planning

    Cannock
    We are a local, friendly and professional financial advisory firm offering advice in all aspects of financial planning.
    123
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Slater Financial Ltd

    Leek
    20 years experience, innovative, proactive. Adapting to the ever changing financial market, to maximise our clients investments and pensions.
    403
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Opal Wealth Management Ltd

    Stretton
    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 inve
    545
    £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
    £500k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • 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*
    545
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Chapter House Wealth Management

    Lichfield
    We are committed to putting our clients at the heart of everything we do and to providing the best possible service.
    21
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Retirement Solutions (UK) Ltd

    Stoke on trent
    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
    1334
    £0+
    9.0
    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.
    445
    £50k+
    7.0
    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
    1334
    £0+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Ascot Lloyd

    Uttoxeter
    One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
    445
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • AFH Independent Financial Services Limited

    Tamworth
    AFH is one of the UK’s leading Independent wealth management firms offering clear and concise financial planning solutions
    26
    £20k+
    7.0
    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+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Newcastle
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    8936
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • i-Pensions Advisory Ltd

    Burton
    I am dual authorised through the Financial Conduct Authority and have permission to provide specific Final Salary transfer advice
    39
    £50k+
    7.0
    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
  • Brian Mole Independent Financial Advisers Limited

    Burton
    37
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Opal Wealth Management Ltd

    Eccleshall
    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*
    545
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Giliker Flynn Independent Wealth Ltd

    Newcastle
    Chartered Firm with VouchedFor's Top Rated award. Regular features on BBC Radio Stoke.
    97
    £50k+
    7.0
    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.
    28
    £20k+
    9.5
    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.