Are you an adviser? Go to Unbiased Pro
Login

Top 10 Independent (IFAs) & Restricted Financial Advisers in Birmingham

Find the best FCA regulated financial advisers in Birmingham. Get expert help near you with pensions, investments, retirement planning and more
Birmingham, West Midlands Combined Authority
Isio Wealth Planning Ltd

Isio Wealth Planning Ltd

Sutton coldfield
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
27
Minimum
wealth
£250k+
Meet the team
P
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Mattioli Woods

Mattioli Woods

Birmingham
Initial consultation free
FCA verified
Independent
With a client first approach, we deliver tailored, tax-efficient financial solutions, from investments and pensions to succession and estate planning. Offering transparent, fee based advice, you can us trust to achieve your financial ambitions.
Clients
helped
Recently added
Minimum
wealth
£100k+
Meet the team
Yasin Patel
Sam Pollard
Femi Folorunso
Amit Joshi
Zahra Sheikh
+6
Can help with
Pensions & retirement
Financial planning
Investments
Azets Wealth Management

Azets Wealth Management

Birmingham
Initial consultation free
FCA verified
Independent
We deliver independent financial planning tailored to you, ensuring you are able to achieve and maintain financial freedom.
Clients
helped
272
Minimum
wealth
£50k+
Meet the team
Omar Din
Alex Bolton
Can help with
Pensions & retirement
Financial planning
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
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
2994
Minimum
wealth
£250k+
Meet the team
Sanjay Gambhir
M
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
AFH Wealth Management Ltd

AFH Wealth Management Ltd

Birmingham
Initial consultation free
FCA verified
Independent
I am an experienced IFA with over 16 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.
Clients
helped
26
Minimum
wealth
£100k+
Meet the team
Simon J Carroll
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Business
and 1 more matches
Marc Lezar - PRG Financial Planners Ltd

Marc Lezar - PRG Financial Planners Ltd

Birmingham
Initial consultation free
FCA verified
Restricted
I will leave no stone unturned to ensure you have complete peace of mind with all your financial matters!
Clients
helped
406
Minimum
wealth
£0+
Meet the team
M
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Evelyn Partners

Evelyn Partners

Birmingham
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
837
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
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
2994
Minimum
wealth
£250k+
Meet the team
Sanjay Gambhir
M
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust 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
27
Minimum
wealth
£250k+
Meet the team
P
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
AFH Wealth Management Ltd

AFH Wealth Management Ltd

Birmingham
Initial consultation free
FCA verified
Independent
I am an experienced IFA with over 16 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.
Clients
helped
26
Minimum
wealth
£100k+
Meet the team
Simon J Carroll
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Business
and 1 more matches
Frequently Asked Questions about Financial Advisers in Birmingham