Top 20 Independent Financial Advisers in Castle Bromwich

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  • TFA Group-Stuart Mair

    Birmingham
    I provide Peace of Mind and Reassurance to my clients. Ensuring that if the worse happens to them they have the right protection insurance policies in place. To provide security for them their families and businesses, should the worse happen to them.
    13
    £0+
    10.0
    Can help with Advice areas
    & specialisation
    Mortgages
  • Harbour Wealth Management

    Birmingham
    45
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Ingenious Financial Solutions

    Fordbridge
    We provide sound, financial solutions for our client's needs for today and for their future.
    160
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Plan with Neil

    Sutton coldfield
    I am the IFA with a difference. I focus on increasing your financial happiness by understanding your goals and objectives. I am transparent about my fees and I do not charge an upfront fee. I offer great value independent financial advice.
    59
    £0+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • LifeSearch

    Fordbridge
    We're experts, we care, we're here so you can protect the life you love.
    190
    £0+
    10.0
    Can help with Advice areas
    & specialisation
    Mortgages
  • Alexander House Financial Planning Ltd

    Coleshill
    Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
    99
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Colin Hart - True Potential Wealth Management

    Bickenhill and marston green
    Financial Times (Adviser) - SIPP Adviser of The Year. As part of the award winning True Potential Group, our aim is to revolutionise the way wealth management is delivered offering a wide range of financial services, including DB Pensions advice.
    18
    £500k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Opal Wealth Management Ltd

    Coleshill
    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
    571
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Mohammed Ilyas at Continuum

    Sutton coldfield
    New adviser
    £50k+
    10.0
    Can help with Advice areas
    & specialisation
    Financial planning
  • 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.
    11021
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Kevin Robins - True Potential Wealth Management

    Bickenhill and marston green
    Helping my clients take control of their financial journey's and achieve their aspirations is at the heart of my business. I have a wealth of experience in all aspects of financial planning, including a specialism in Defined Benefit pension transfers.
    124
    £100k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Intelligent Financial Advisory Ltd

    Birmingham
    Creating, managing and protecting your wealth the intelligent way
    507
    £50k+
    7.0
    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!
    120
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Peter Blackhall at Midwinter Financial Planning

    Solihull
    A Solihull based Chartered Independent Financial Adviser. I hold CII Level 6 Advanced Diploma in Regulated Financial Planning, and Certificates in Paraplanning, Pension Transfer Advice, Discretionary Investment Management, and Securities Advice & Dealing.
    14
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • AFH Independent Financial Services Limited

    Birmingham
    AFH is one of the UK’s leading Independent wealth management firms offering clear and concise financial planning solutions
    20
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Rothesay Bennett Financial Planning

    Solihull
    All advisers at Rothesay Bennett are highly qualified and have a minimum 9 years experience advising clients.
    207
    £100k+
    9.0
    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.
    5461
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Opal Wealth Management Ltd

    Birmingham
    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*
    571
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Retirement Solutions (UK) Ltd

    Birmingham
    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
    1370
    £0+
    7.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Mazars Financial Planning Limited

    Birmingham
    We aim to be your "trusted adviser" - the adviser you turn to for tailored advice and innovative ideas.
    399
    £100k+
    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.