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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
The Pension Planner

The Pension Planner

Sutton coldfield
FCA verified
We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in Sutton Coldfield 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
5652
Minimum
wealth
£100k+
Can help with
Pensions & retirement
Start enquiryView profile
Temple Gray

Temple Gray

Birmingham
FCA verified
We make the complex understandable, take all the time you need and deliver value for money.
Clients
helped
329
Minimum
wealth
£50k+
Can help with
Pensions & retirement
Start enquiryView profile
Paul Mabbett - Truly Independent Limited

Paul Mabbett - Truly Independent Limited

Sutton coldfield
FCA verified
I am dedicated to achieving successful outcomes for my clients. My mission is to bring a lifetime financial planning experience, where the advice is uncomplicated, clear and at all times meaningful.
Clients
helped
93
Minimum
wealth
£150k+
Can help with
Pensions & retirement
Start enquiryView profile
Evelyn Partners

Evelyn Partners

Birmingham
FCA verified
"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
765
Minimum
wealth
£500k+
Can help with
Pensions & retirement
Start enquiryView profile
Evelyn Partners

Evelyn Partners

Birmingham
FCA verified
"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
765
Minimum
wealth
£500k+
Can help with
Pensions & retirement
Start enquiryView profile
Ascot Lloyd

Ascot Lloyd

Sutton coldfield
FCA verified
At Ascot Lloyd, we believe financial advice should be clear, straightforward and genuinely helpful, not confusing and full of unnecessary jargon.
Clients
helped
1764
Minimum
wealth
£150k+
Can help with
Pensions & retirement
Start enquiryView profile
Retirement Solutions (UK) Ltd

Retirement Solutions (UK) Ltd

Birmingham
FCA verified
We are one of the UK's leading Retirement Advice firms. Our expert Protection advisers can provide you with market leading quotes, without obligation. Whatever your need, wherever in the UK you are based, we are confident we will be able to help you.
Clients
helped
5975
Minimum
wealth
£0+
Can help with
Pensions & retirement
Start enquiryView profile
TheWealthPoint

TheWealthPoint

Birmingham
FCA verified
You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.
Clients
helped
2898
Minimum
wealth
£250k+
Can help with
Pensions & retirement
Start enquiryView profile
Evelyn Partners

Evelyn Partners

Sutton coldfield
FCA verified
"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
765
Minimum
wealth
£500k+
Can help with
Pensions & retirement
Start enquiryView profile
The Private Office

The Private Office

Sutton coldfield
FCA verified
Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.
Clients
helped
38294
Minimum
wealth
£150k+
Can help with
Pensions & retirement
Start enquiryView profile
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.