Top 20 Independent Financial Advisers in Tamworth

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  • 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
  • Opal Wealth Management Ltd

    Sutton coldfield
    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
    68
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Intuitive FS Mark Popple

    Sutton coldfield
    At Intuitive FS we are well placed to cover all aspects of financial planning and pride ourselves on placing our clients’ needs at the focal point of our company.
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • PSA Financial Services Ltd

    Sutton coldfield
    Call us to book your free initial consultation.
    22
    £50k+
    9.2
    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
  • 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
  • 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
    25
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Tamworth
    Award-winning, Chartered financial planning firm delivering unbiased, tailored advice to protect and grow your wealth.
    29
    £100k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Cobens Wealth Management

    Ashby de la zouch
    Providing personal service to our clients is at the core of everything we do.
    63
    £0+
    8.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Stephen Mason - True Potential Wealth Management

    Tamworth
    Professional, friendly and all-encompassing financial advice, to help you set and manage your financial goals with a trusted partner.
    39
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Whateley Wealth Management Ltd

    Cannock
    We are a local, friendly and professional financial advisory firm offering advice in all aspects of financial planning.
    119
    £20k+
    7.9
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • PSA Financial Services Ltd

    Sutton coldfield
    Call us to book your free initial consultation.
    22
    £50k+
    9.2
    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
  • 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
  • The Pension Planner

    Sutton coldfield
    We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in Sutton Coldfield, helping people at every stage of retirement to maximise their pension and achieve their ideal lifestyle.
    84
    £50k+
    9.0
    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
  • Nigel Forde - Alexander House Financial Planning Ltd

    Solihull
    Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
    49
    £50k+
    9.3
    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+
    9.0
    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
  • 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

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.