Top 20 Independent Financial Advisers in Lichfield

I'm looking for
I need advice on
Income/Asset value
Find adviser near postcode/city
I prefer to be advised
  • Pool House Professional Advisers

    Lichfield
    Professional Advisers and Independent Trustees offering bespoke advice on all your retirement, investment and tax planning needs.
    42
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Enhance Financial Planning

    Lichfield
    We Protect and Enhance wealth with clear, straightforward independent financial advice. Our approach is simple. We listen to you.
    44
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Acuity Financial Consultancy Limited

    Lichfield
    We recognise our clients are unique, with their own personal goals. Our advisers will help you achieve those goals.
    16
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Retirement Solutions (UK) Ltd

    Lichfield
    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
    40
    £0+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Reynolds Wealth Management

    Lichfield
    Why Us? We specialise in ensuring you get the best out of your retirement and only deal with clients planning for, or at the point of retirement.
    16
    £100k+
    9.0
    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.
    19
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Ascot Lloyd

    Fradley and streethay
    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
  • Opal Wealth Management Ltd

    Fradley and streethay
    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
    65
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Four Oaks Financial Services Limited

    Burntwood
    Robin and our team of local Financial Advisers provide a full range of Financial Planning Advice including Protection, Investments, Pensions, Long Term Care Planning and Inheritance Tax Planning.
    31
    £250k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • S D Greenway Ltd

    Hammerwich
    We represent your interests, explain clearly and work to get the best for you. We want long term client relationships.
    82
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

    All you need to
    know about
    finding advice

    How to understand your own advice needs and when it’s time to ask an adviser.
    The different ways you can use Unbiased to identify the ideal adviser for you.
  • 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
  • Intuitive FS

    Sutton coldfield
    Our advisers all have decades of experience at providing excellent detailed investment and pensions advice for all ages of clients. Our administration team can't wait to process our clients' cases and help in any way they can.
    25
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Jeff Smith Quilter Financial Advisers

    Tamworth
    I provide full financial planning advice for both individuals and companies in the Midlands area.
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • 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
  • Wren Sterling in Partnership with the West Bromwich Building Society

    Walsall
    We've worked with Nottingham Building Society for many years, helping hundreds of customers make informed financial planning decisions
    15
    £50k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Daniel Cottam - Future Perfect

    Sutton coldfield
    I treat every client like they are my own family.
    66
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Four Oaks Financial Services Limited

    Burntwood
    Robin and our team of local Financial Advisers provide a full range of Financial Planning Advice including Protection, Investments, Pensions, Long Term Care Planning and Inheritance Tax Planning.
    31
    £250k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours & Partners

    Sutton coldfield
    28
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Obsidian Financial

    Warwick
    Open Honest Transparent Financial Advice. Working with you - to help you achieve your goal and realise your ambitions.
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Medics Wealth Management

    Tamworth
    As Chartered Financial Planners we offer independent, professional advice on Pensions and Investments.
    49
    £50k+
    9.0
    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.