Top 20 Independent Financial Advisers in Sutton Coldfield

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  • Masterplan Wealth

    Sutton coldfield
    At Masterplan Wealth we know the world of personal finance is daunting, complex and riddled with jargon. Our guidance can help you take the mystery out of money so you can make life’s big financial decisions with confidence.
    < 10
    £50k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Lucent Financial Planning Ltd

    Sutton coldfield
    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!
    113
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Ethical Adviser (UK) Ltd

    Sutton coldfield
    If you are looking for impartial and independent advice, you have come to the right place. We are an established, independent company offering trust, reliability and a personal service tailored to the individual.
    15
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Enhance Financial Planning

    Sutton coldfield
    We Protect and Enhance wealth with clear, straightforward independent financial advice. Our approach is simple. We listen to you.
    41
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Sutton coldfield
    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.
    10954
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Sutton coldfield
    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.
    11425
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    Sutton coldfield
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    5105
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Nigel Forde - Alexander House Financial Planning Ltd

    Sutton coldfield
    Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
    131
    £50k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Sutton coldfield
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    8679
    £50k+
    7.0
    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 Birmingham, helping people at every stage of retirement to maximise their pension and achieve their ideal lifestyle.
    3535
    £50k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Obsidian Financial

    Sutton coldfield
    Open Honest Transparent Financial Advice. Working with you - to help you achieve your goal and realise your ambitions.
    98
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Warwick Wealth Management Ltd

    Shenstone
    YOU are the focus of our business: You, your life, your family, your future.
    32
    £50k+
    7.0
    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
    519
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Sutton coldfield
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    8679
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Four Oaks Financial Services Limited

    Shenstone
    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.
    34
    £250k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Intelligent Financial Advisory Ltd

    Birmingham
    Creating, managing and protecting your wealth the intelligent way
    472
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Whateley Wealth Management Ltd

    Birmingham
    We are a local, friendly and professional financial advisory firm offering advice in all aspects of financial planning.
    52
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Harbour Wealth Management

    Birmingham
    42
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • TFA Group-Stuart Mair

    Birmingham
    I am based in the West Midlands. Ensuring that if the worse happens to my clients, they have peace of mind that they have the right protection insurance policies in place. To provide security for them and their families should the worse happen to them.
    10
    £0+
    10.0
    Can help with Advice areas
    & specialisation
    Mortgages
  • Interface Financial Planning Limited

    Birmingham
    Enjoy an online meeting from the safety and comfort of your own home using our remote online service. We have offered a remote online service since 2012 and clients and colleagues love the convenience of meetings being readily available at a time of their choosing.
    10
    £0+
    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.