Top 20 Independent Financial Advisers in Marlbrook

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  • Whateley Wealth Management Ltd

    Bromsgrove
    We are a local, friendly and professional financial advisory firm offering advice in all aspects of financial planning.
    183
    £50k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Whateley Wealth Management Ltd

    Lickey and blackwell
    We are a local, friendly and professional financial advisory firm offering advice in all aspects of financial planning.
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • HL Consulting

    Bromsgrove
    Highly respected Chartered Financial Planning Practice with over 20 years adviser industry experience offering quality personalised advice tailored to individuals
    13
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Plutus Wealth Management LLP

    Catshill and north marlbrook
    22
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Karl Thorpe - AFH Wealth Management LTD

    Birmingham
    I provide fully independent, impartial financial planning advice to my clients. I take time to understand their circumstances, aspirations and financial planning objectives before working with them to help plan for and achieve their goals.
    New adviser
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Whateley Wealth Management Ltd

    Cofton hackett
    We are Independent Financial Advisers giving best advice on how to build your prosperity with a solution which is bespoke and balanced to your exact needs. We firmly believe everyone deserves a secure financial future.
    211
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • AFH Wealth Management Ltd

    Birmingham
    I am an experienced IFA with over 15 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.
    New adviser
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Jerroms Financial Planning

    Bromsgrove
    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.
    78
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Bromsgrove
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    9281
    £50k+
    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.
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Martin Stockin - AFH Wealth Management

    Stoke
    I am a highly experienced, reliable, transparent and personable independent professional who takes time to understand you and your financial objectives.
    < 10
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • AFH Wealth Management

    Stoke
    As a highly experienced, financial services professionalI, I pride myself in being able to provide a bespoke global investment proposition in a personal and friendly manor, one that is truly independent and built on trusting long term relationships.
    275
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Alexander House Financial Planning Ltd

    Birmingham
    Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
    35
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • AFH Wealth Management

    Birmingham
    I am a qualified Independent Financial Adviser and part of AFH Wealth Management. AFH Wealth Management is a financial-planning led wealth management business, offering holistic financial planning to retail and corporate clients
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • DAG Financial Solutions Ltd

    Redditch
    We have been helping clients achieve their financial planning objectives for many years providing a trustworthy reliable service
    33
    £50k+
    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+
    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
  • Whateley Wealth Management Ltd

    Birmingham
    We are a local, friendly and professional financial advisory firm offering advice in all aspects of financial planning.
    144
    £50k+
    9.6
    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*
    569
    £50k+
    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.
    282
    £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.