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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
NCL Wealth Partners

NCL Wealth Partners

Birmingham
Initial consultation free
FCA verified
Independent
With over 20 years of experience in financial planning and wealth management, I am dedicated to helping business owners, executives, professionals, and their families protect, grow, and enjoy the wealth they have worked hard to build.
Clients
helped
Recently added
Minimum
wealth
£100k+
Meet the team
Graham Nicoll
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Purity Financial Services Limited

Purity Financial Services Limited

Birmingham
Initial consultation free
FCA verified
Independent
I help clients with their investment and pension/retirement planning. Contact me for a 'free' review and I am sure you will benefit.
Clients
helped
147
Minimum
wealth
£50k+
Meet the team
Lee Waterfall
Andrew Weaver
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Ascot Lloyd

Ascot Lloyd

Birmingham
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
Jason Barefoot
Craig Couldrick
Kevin Broome
Raj Chauhan
Can help with
Pensions & retirement
Financial planning
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
80
Minimum
wealth
£250k+
Meet the team
P
T
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Options Wealth

Options Wealth

Birmingham
Initial consultation free
FCA verified
Independent
We give you a tailored option when it comes to your pension and investments or your money in general. We are the option for all.
Clients
helped
321
Minimum
wealth
£100k+
Meet the team
Aftab Khan
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Savings
Expatriate finances
Business
Mortgages
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
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
Quilter Cheviot Financial Planning (NE, Midlands, NW and Northern Ireland)

Quilter Cheviot Financial Planning (NE, Midlands, NW and Northern Ireland)

Birmingham
Initial consultation free
FCA verified
Restricted
We’re here to help secure your financial future by supporting you with trusted advice every step of the way. Our experienced planners are here to help with whatever you need, whenever you need it.
Clients
helped
391
Minimum
wealth
£250k+
Meet the team
Richard Collins
Richard Tate
Patrick Donnini
James Jackson
Robin Howcroft
+3
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care
Fairstone Group

Fairstone Group

Birmingham
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
15287
Minimum
wealth
£0+
Meet the team
Stewart Bicknell
Lawrence Breese
Dom Richards
Daniel Lowe
Richard Wood
+1
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
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
MPI Financial Advice

MPI Financial Advice

Birmingham
Initial consultation free
FCA verified
Independent
We provide a free update & advice service to help you understand your plans.
Clients
helped
8840
Minimum
wealth
£0+
Meet the team
S
Can help with
Pensions & retirement
Investments
Business
Frequently Asked Questions about Financial Advisers in Birmingham