Top 10 Independent (IFAs) & Restricted Financial Advisers in West Midlands Combined Authority

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  • Douglas Steers & Company

    Solihull
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    4175
    £50k+
    Can help with
    Pensions & retirement
  • Charters Private Wealth Ltd

    Solihull
    FCA verified
    Are you finding the task of managing your finances daunting? If the answer is yes, we can take the worry out of your life, keep things simple, and give you assurances about your financial future. CONTACT US WITHOUT DELAY.
    10
    £500k+
    Can help with
    Pensions & retirement
  • True Potential Wealth Management LLP

    Wolverhampton
    FCA verified
    My name is James Andrew Paul. I am a diploma qualified Financial Advisor and partner at True Potential Wealth Management LLP & Estate Planning Consultant with Countrywide Tax & Trust Corporation ltd.
    33
    £50k+
    Can help with
    Pensions & retirement
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  • Jalapeno (UK) Limited

    Finham
    FCA verified
    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.
    35
    £0+
    Can help with
    Pensions & retirement
  • Douglas Steers & Company

    Cradley heath
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    4175
    £50k+
    Can help with
    Pensions & retirement
  • The Private Office

    Solihull
    FCA verified
    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.
    26004
    £100k+
    Can help with
    Pensions & retirement
  • The Pension Planner

    Birmingham
    FCA verified
    We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in the West Midlands helping people at every stage of retirement to maximise their pension and achieve their ideal lifestyle. We aim to make your retirement as simple as possible!
    5261
    £100k+
    Can help with
    Pensions & retirement
  • Flying Colours

    Birmingham
    FCA verified
    Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
    16372
    £100k+
    Can help with
    Pensions & retirement
  • Daniel Cottam - Future Perfect

    Sutton coldfield
    FCA verified
    I treat every client like they are my own family.
    91
    £50k+
    Can help with
    Pensions & retirement
  • Edward Bond Associates

    Birmingham
    FCA verified
    Personal and professional advice from a Certified Financial Planner. We will work with you to understand your objectives and build a bespoke plan to help you achieve these.
    3239
    £0+
    Can help with
    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.