Top 20 Independent Financial Advisers in West Midlands

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  • Jerroms Financial Planning

    Cheswick green
    Independent financial advisers experienced in all aspects of retirement and investment planning, also consulting with small companies and business owners. Providing you financial peace of mind through a robust, bespoke financial plan.
    89
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • James Gregory Financial Ltd

    Wolverhampton
    Truly independant advice to reduce any worry or uncertainty about the future and to assist with any financial goals. All enquiries are welcome
    248
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Peter Blackhall at Midwinter Financial Planning

    Coventry
    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.
    41
    £150k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
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  • PSA Financial Services - Glen Coleman

    Wolverhampton
    My true passion comes from building lasting relationships with individuals and helping them achieve their long-term financial goals through pension, investment, and retirement planning.
    83
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Rothesay Bennett Financial Planning

    Balsall
    All advisers at Rothesay Bennett are highly qualified and have a minimum 9 years experience advising clients.
    222
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Adrian Brand at True Potential Wealth Management

    Coventry
    Helping you with your retirement planning and investment goals.
    44
    £50k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • AFH Wealth Management LTD

    Birmingham
    The UK’s leading financial planning led wealth management firm. Providing independent financial planning and investment management services to clients who value a long-term relationship
    132
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Opal Wealth Management Ltd

    Bilston
    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*
    695
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • AFH Wealth Management Ltd

    Birmingham
    I am an experienced IFA with over 16 years providing tailored solutions to clients after understanding their goals. All done in a relaxed, friendly jargon free manner and with the support of AFH and all the benefits of being part of a national firm.
    < 10
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Opal Wealth Management Ltd

    Sutton coldfield
    We are independent financial advisers based in Wolverhampton. We offer financial advice and tailored services covering financial planning, retirement planning, pensions, savings and investments.
    695
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Group Ltd

    Coventry
    Fairstone incorporates one of the largest Chartered financial planning firms in the UK and is the number one rated wealth management house on Trustpilot.
    6639
    £0+
    8.4
    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
    34
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Humboldt Financial

    Cradley heath
    We specialise in building you a tailored financial plan, ensuring you're as tax efficient as possible.
    1130
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Nick Davies - 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.
    191
    £50k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • AFH Wealth Management

    Birmingham
    I'm a fully qualified Independent Financial Adviser, with a friendly and professional approach to providing independent and impartial advice.
    177
    £50k+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Ashwood Law Wealth Management

    Solihull
    For advice on Pensions, Retirement Planning, Investments and Savings, Wealth Management, Long Term Care and Life Cover.
    68
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • JPA Financial Services Ltd

    Kingswinford
    At JPA we specialise in advice for Individuals We take the time to understand you, and your plans for the future, and will help you understand your options, so that you can then decide the best route to take to reach your goals.
    102
    £50k+
    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.
    207
    £0+
    7.0
    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.
    15939
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Advies Wealth Ltd

    Birmingham
    We are one of the UK’s leading (DB) Defined Benefit Pension transfer specialists
    54
    £50k+
    10.0
    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.