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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
The Pension Planner

The Pension Planner

Solihull
Initial consultation free
FCA verified
Independent
We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in Solihull 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!
Clients
helped
5713
Minimum
wealth
£100k+
Meet the team
Nicholas Pratt
Andrew Hursthouse
Dave Garforth
Craig Holland
Holly Evans
Can help with
Pensions & retirement
Business
ClearView Financial Planning

ClearView Financial Planning

Solihull
Initial consultation free
FCA verified
Restricted
We provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them.
Clients
helped
19
Minimum
wealth
£50k+
Meet the team
Alex Kirby
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
RBC Brewin Dolphin

RBC Brewin Dolphin

Birmingham
Initial consultation free
FCA verified
Restricted
Wealth management built around you - from one of the world's strongest banks.
Clients
helped
11
Minimum
wealth
£250k+
Meet the team
S
M
A
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Sharia finance
Stockbroking services
TheWealthPoint

TheWealthPoint

Birmingham
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
3241
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

Wolverhampton
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
2038
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
M&G Advice

M&G Advice

Coventry
Initial consultation free
FCA verified
Restricted
We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
Clients
helped
2286
Minimum
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings
Evelyn Partners

Evelyn Partners

Sutton coldfield
Initial consultation free
FCA verified
Restricted
"Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
Clients
helped
1086
Minimum
wealth
£500k+
Meet the team
H
L
M
D
C
+6
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Stockbroking services
Danielle Woodhouse - Arcus Wealth

Danielle Woodhouse - Arcus Wealth

Brierley hill
Initial consultation free
FCA verified
Independent
Please feel free to get in touch. We will discuss your current Pensions and/or investments and see what your priorities are and how I can help. You will not pay for an initial meeting and payments will only be taken from your plans if you agree to proceed
Clients
helped
36
Minimum
wealth
£100k+
Meet the team
Danielle Woodhouse
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Humboldt Financial

Humboldt Financial

Birmingham
Initial consultation free
FCA verified
Independent
As a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.
Clients
helped
2561
Minimum
wealth
£50k+
Meet the team
Francis Gill
Oliver Canning
Josh Gill
James McNally
Ryan Cook
+1
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Business
Sebastian Tempest at True Potential

Sebastian Tempest at True Potential

Birmingham
Initial consultation free
FCA verified
Restricted
I have been helping my clients with their investments, pension & retirement planning, including Defined Benefit advice, since 2003. Please do get in touch and I will be delighted to help you achieve your financial goals.
Clients
helped
77
Minimum
wealth
£100k+
Meet the team
Sebastian Tempest
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Business
Frequently Asked Questions about Financial Advisers in West Midlands Combined Authority