Top 20 Independent Financial Advisers in Chelmsley Wood

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  • 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.
    19
    £500k+
    10.0
    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
  • 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.
    125
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • 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
  • LifeSearch

    Birmingham
    We're experts, we care, we're here so you can protect the life you love.
    197
    £0+
    10.0
    Can help with Advice areas
    & specialisation
    Mortgages
  • 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
  • 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
  • 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
  • Rothesay Bennett Financial Planning

    Solihull
    All advisers at Rothesay Bennett are highly qualified and have a minimum 9 years experience advising clients.
    209
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Harbour Wealth Management

    Birmingham
    45
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • 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
  • The Pension Planner

    Solihull
    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.
    3689
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Hampton Ash 1993

    Solihull
    37
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Harmony Wealth Management LTD

    Solihull
    The great joy of financial freedom, is having your heart and mind free from worry about life's uncertainties. My aim is to pave the way for a more secure financial future for you and your family.
    76
    £100k+
    9.5
    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.
    66
    £0+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    Solihull
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    5496
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Lucent Financial Planning Ltd

    Solihull
    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!
    121
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Review Business

    Solihull
    The global markets are changing and so are the way we do things, that's why we are here to help you make the most out of your finances
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Warren Wealth Limited

    Solihull
    We focus on you, not your money. No two people are the same and have the same needs. We’ll spend time understanding your current financial problems and aspirations, then develop plans to solve the former and achieve the latter.
    34
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Solihull
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    9354
    £50k+
    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.