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

Find the best FCA regulated financial advisers in West Midlands Combined Authority. Get expert help near you with pensions, investments, retirement planning and more
West Midlands Combined Authority
Fairstone Group

Fairstone Group

Bilston
Initial consultation free
FCA verified
Independent
Fairstone is one of the top 10 wealth management companies in the UK with more than 50 offices across the country. With a 5-star Trustpilot rating and over 500 advisers, we offer a full range of financial advice and wealth management services.
Clients
helped
14955
Minimum
wealth
£0+
Meet the team
Daniel Lowe
Dom Richards
Tom Woodall
Lawrence Breese
Stewart Bicknell
+2
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
PSA Financial Services

PSA Financial Services

Oldbury
Initial consultation free
FCA verified
Independent
At PSA we offer specialist financial planning in all areas ranging from investment advice to retirement planning, estate planning, long term care planning, mortgage advice and much more.
Clients
helped
81
Minimum
wealth
£50k+
Meet the team
Kaylan Holmes DipPFS
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Sharia finance
ps

Positive Solutions.

Coventry
Initial consultation free
FCA verified
Restricted
Creating, preserving and managing our clients’ wealth since 2001
Clients
helped
266
Minimum
wealth
£50k+
Meet the team
N
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Advice Rooms

Advice Rooms

Coventry
Initial consultation free
FCA verified
Independent
Advice Rooms is a space for all individuals to receive advice regarding their financial & retirement planning.
Clients
helped
618
Minimum
wealth
£50k+
Meet the team
Adam Neal
Jon Thompson
Tracy Muller
Can help with
Pensions & retirement
Financial planning
Savings
Isio Wealth Planning Ltd

Isio Wealth Planning Ltd

Birmingham
Initial consultation free
FCA verified
Independent
"We provide independent, whole-of-market wealth management support, designed to help you achieve your personal and financial goals. Our advice covers all aspects of your financial journey – from building wealth to protecting it and planning for the future
Clients
helped
43
Minimum
wealth
£250k+
Meet the team
P
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
TheWealthPoint

TheWealthPoint

Wolverhampton
Initial consultation free
FCA verified
Independent
You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.
Clients
helped
3078
Minimum
wealth
£250k+
Meet the team
Sanjay Gambhir
M
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Ascot Lloyd

Ascot Lloyd

Bilston
Initial consultation free
FCA verified
Independent
At Ascot Lloyd, we believe financial advice should be clear, straightforward and genuinely helpful, not confusing and full of unnecessary jargon.
Clients
helped
1914
Minimum
wealth
£150k+
Meet the team
Catherine Wilde
Craig Couldrick
Kevin Broome
Raj Chauhan
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
Flying Colours Advice

Flying Colours Advice

Stourbridge
Initial consultation free
FCA verified
Independent
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.
Clients
helped
20030
Minimum
wealth
£250k+
Meet the team
Andrew Smith
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care
BRI Wealth Management

BRI Wealth Management

Coventry
Initial consultation free
FCA verified
Restricted
Providing peace of mind by securing your financial future.
Clients
helped
42
Minimum
wealth
£500k+
Meet the team
Dan Boardman-Weston
Kate Howells
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Stockbroking services
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Central Financial Planning Ltd

Solihull
Initial consultation free
FCA verified
Independent
Award winning chartered financial planning firm giving quality independent advice
Clients
helped
30
Minimum
wealth
£100k+
Meet the team
S
I
Can help with
Pensions & retirement
Investments
Insurance & protection
Tax & trust planning
Business
Long Term Care
Frequently Asked Questions about Financial Advisers in West Midlands Combined Authority