Top 20 Independent Financial Advisers in Wythall

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    How it
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    1

    Tell us what you’re looking for
    and then choose from a list of
    suitable advisers.

    2

    Have a free first meeting with the adviser
    to make certain of your choice.

    3

    Discuss the adviser’s services and
    fees before deciding whether to hire them.

    • Colin Hart - True Potential Wealth Management Colin Hart - True Potential Wealth Management

      Wythall

      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.

      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.
      31
      £500k+
      9.0
      Meet the team
      +2
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Restricted - whole of market
      31
      £500k+
      9.0
      Meet the team
      +2
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Chamberlain Wealth Management Ltd Chamberlain Wealth Management Ltd

      Solihull

      We believe that our clients should be ultimately in control of their finances. Clients needs are our priority.

      We believe that our clients should be ultimately in control of their finances. Clients needs are our priority.
      23
      £250k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      23
      £250k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Personal Touch Financial Solutions Personal Touch Financial Solutions

      Solihull

      17
      £50k+
      7.0
      Meet the team
      S
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Restricted - whole of market
      17
      £50k+
      7.0
      Meet the team
      S
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • True Potential Wealth Management True Potential Wealth Management

      Solihull

      Is a final salary pension transfer right for me? We provide a personalised service which includes a free initial assessment. If we make any recommendation to you, a fee of 1% of the transfer value (capped at £3000) is payable upon advice given.

      Is a final salary pension transfer right for me? We provide a personalised service which includes a free initial assessment. If we make any recommendation to you, a fee of 1% of the transfer value (capped at £3000) is payable upon advice given.
      39
      £50k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Restricted - whole of market
      39
      £50k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • John Wright at True Potential LLP John Wright at True Potential LLP

      Solihull

      With over 30 years’ experience, John was selected as National Wealth Partner of the year 2017 and National Elite Partner 2019 from over 500 other company advisers. You will understand why he is regularly recognised in this way when you speak with him

      With over 30 years’ experience, John was selected as National Wealth Partner of the year 2017 and National Elite Partner 2019 from over 500 other company advisers. You will understand why he is regularly recognised in this way when you speak with him
      < 10
      £100k+
      9.5
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Restricted - whole of market
      < 10
      £100k+
      9.5
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Jerroms Financial Planning Jerroms Financial Planning

      Solihull

      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.

      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.
      70
      £50k+
      7.0
      Meet the team
      G
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      70
      £50k+
      7.0
      Meet the team
      G
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Central Financial Planning Ltd Central Financial Planning Ltd

      Solihull

      Award winning chartered financial planning firm giving quality independent advice

      Award winning chartered financial planning firm giving quality independent advice
      21
      £100k+
      10.0
      Meet the team
      I
      S
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      21
      £100k+
      10.0
      Meet the team
      I
      S
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Obsidian Financial Obsidian Financial

      Birmingham

      Open Honest Transparent Financial Advice. Working with you - to help you achieve your goal and realise your ambitions.

      Open Honest Transparent Financial Advice. Working with you - to help you achieve your goal and realise your ambitions.
      < 10
      £50k+
      7.0
      Meet the team
      G
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      < 10
      £50k+
      7.0
      Meet the team
      G
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Southcote Financial Limited Southcote Financial Limited

      Birmingham

      Pension and Retirement Specialists.

      Pension and Retirement Specialists.
      10
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Restricted - whole of market
      10
      £50k+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • The Private Office The Private Office

      Solihull

      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.

      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.
      17
      £100k+
      9.0
      Meet the team
      +5
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      17
      £100k+
      9.0
      Meet the team
      +5
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement

      All you need to
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      finding advice

      How to understand your own advice needs and when it’s time to ask an adviser.
      The different ways you can use Unbiased to identify the ideal adviser for you.
    • DP'S Financial Advice & Services (David Parkinson) 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

      Personal, Trusted, Professional For retirement planning and exceptional wealth management, choose independence and experience. Specialist In Pension Transfers & Options
      60
      £0+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      60
      £0+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Whateley Wealth Management Ltd Whateley Wealth Management Ltd

      Solihull

      We are a local, friendly and professional financial advisory firm offering advice in all aspects of financial planning.

      We are a local, friendly and professional financial advisory firm offering advice in all aspects of financial planning.
      164
      £50k+
      9.4
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      164
      £50k+
      9.4
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Quilter Financial Advisers - Shamsher Gola Quilter Financial Advisers - Shamsher Gola

      Solihull

      At Quilter Financial Advisers we specialise in personal financial planning. Our philosophy is to offer a high quality and personal service to each of our valued clients. We believe our approach towards financial planning is what makes us stand out; to provide comprehensive financial advice where we consider all aspects of your financial planning and look after your future, whatever it may hold. We help you navigate through the complexity of financial planning and plan appropriately, take action when needed and deliver peace-of-mind for your financial future.

      At Quilter Financial Advisers we specialise in personal financial planning. Our philosophy is to offer a high quality and personal service to each of our valued clients. We believe our approach towards financial planning is what makes us stand out; to provide comprehensive financial advice where we consider all aspects of your financial planning and look after your future, whatever it may hold. We help you navigate through the complexity of financial planning and plan appropriately, take action when needed and deliver peace-of-mind for your financial future.
      84
      £0+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Restricted - whole of market
      84
      £0+
      7.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Ingenious Financial Solutions Ingenious Financial Solutions

      Solihull

      We provide sound, financial solutions for our client's needs for today and for their future.

      We provide sound, financial solutions for our client's needs for today and for their future.
      14
      £50k+
      7.0
      Meet the team
      R
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      14
      £50k+
      7.0
      Meet the team
      R
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Ashwood Law Wealth Management Ashwood Law Wealth Management

      Solihull

      For advice on Pensions, Retirement Planning, Investments and Savings, Wealth Management, Long Term Care and Life Cover.

      For advice on Pensions, Retirement Planning, Investments and Savings, Wealth Management, Long Term Care and Life Cover.
      56
      £50k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Restricted - whole of market
      56
      £50k+
      9.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Whateley Wealth Management Ltd Whateley Wealth Management Ltd

      Birmingham

      We are a local, friendly and professional financial advisory firm offering advice in all aspects of financial planning.

      We are a local, friendly and professional financial advisory firm offering advice in all aspects of financial planning.
      268
      £50k+
      9.8
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      268
      £50k+
      9.8
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Select Wealth Management Select Wealth Management

      Solihull

      As independent financial advisers we are able to put the client at the heart of all we do. We have a fantastic ongoing review service offering 3 levels of service on a fixed fee basis, allowing us to treat all our clients fairly.

      As independent financial advisers we are able to put the client at the heart of all we do. We have a fantastic ongoing review service offering 3 levels of service on a fixed fee basis, allowing us to treat all our clients fairly.
      14
      £50k+
      7.0
      Meet the team
      D
      M
      C
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      14
      £50k+
      7.0
      Meet the team
      D
      M
      C
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Alexander House Financial Services Ltd Alexander House Financial Services Ltd

      Birmingham

      Providing experienced financial advice remotely - honest, clear, transparent, and coherent planning strategies securing your financial future.

      Providing experienced financial advice remotely - honest, clear, transparent, and coherent planning strategies securing your financial future.
      38
      £250k+
      10.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      38
      £250k+
      10.0
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Warren Wealth Limited 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.

      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.
      33
      £20k+
      7.4
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      33
      £20k+
      7.4
      Meet the team
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
    • Independent Financial Services (Uk) Ltd Independent Financial Services (Uk) Ltd

      Birmingham

      < 10
      £0+
      7.0
      Meet the team
      J
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      Initial consultation free FCA verified Independent financial adviser
      < 10
      £0+
      7.0
      Meet the team
      J
      Can help with Advice areas
      & specialisation
      Pensions & retirement
      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.