Top 20 Independent Financial Advisers in West Midlands

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  • Warwick Wealth Management Ltd

    Birmingham
    YOU are the focus of our business: You, your life, your family, your future.
    35
    £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.
    114
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Tilney

    Birmingham
    < 10
    £50k+
    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*
    546
    £50k+
    7.0
    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!
    119
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    Coventry
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    5250
    £0+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Grainger Jones - Meriden Financial Planning

    Dudley
    My goal is to make complicated financial planning matters easy to understand and to assist my clients in achieving their goals.
    < 10
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • DP'S Financial Advice & Services (David Parkinson)

    Solihull
    Personal, Trusted, Professional For retirement planning and exceptional wealth management, choose independence and experience. Specialist In Pension Transfers & Options
    65
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Obsidian Financial

    Birmingham
    Open Honest Transparent Financial Advice. Working with you - to help you achieve your goal and realise your ambitions.
    100
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Ascot Lloyd

    Wolverhampton
    One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
    445
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • 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*
    546
    £50k+
    7.0
    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.
    8978
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Jalapeno (UK) Limited

    Finham
    Everyone's financial needs and objectives are unique. This is why our belief in tailor-made, personal financial advice lies at the heart of the Jalapeno (UK) Ltd. philosophy.
    14
    £20k+
    9.0
    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.
    8978
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Ingenious Financial Solutions

    Coventry
    We provide sound, financial solutions for our client's needs for today and for their future.
    157
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Retirement Solutions (UK) Ltd

    Wolverhampton
    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
    1335
    £0+
    7.0
    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
  • Harteshwer Thind - PSA Financial Services

    Coventry
    Our mission is to provide clear, honest, no-nonsense financial solutions. Helping our clients achieve their financial ambitions via a holistic approach to financial planning bespoke to each individual.
    102
    £20k+
    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
    61
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Southcote Financial Limited

    Birmingham
    Pension and Retirement Specialists.
    10
    £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.