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

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  • 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.
    4173
    £0+
    Can help with
    Pensions & retirement

  • AFH Wealth Management Ltd

    Birmingham
    FCA verified
    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.
    14
    £100k+
    Can help with
    Pensions & retirement

  • Quilter Cheviot Financial Planning (North East & Midlands)

    Birmingham
    FCA verified
    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.
    215
    £250k+
    Can help with
    Pensions & retirement
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  • Pensionhelp Ltd

    Birmingham
    FCA verified
    Pensionhelp are industry recognised as expert providers of high quality specialist pension transfer advice.
    22
    £100k+
    Can help with
    Pensions & retirement

  • Gemini Wealth Management Ltd

    Sutton coldfield
    FCA verified
    Gemini Wealth Management provides professional unbiased; financial products advice, financial planning, investment and tax efficiency advice to both private individuals and businesses.
    61
    £100k+
    Can help with
    Pensions & retirement

  • Interface Financial Planning Limited

    Birmingham
    FCA verified
    Enjoy an online meeting from the safety and comfort of your own home using our remote online service. We have offered a remote online service since 2012 and clients and colleagues love the convenience of meetings being readily available at a time of their choosing.
    10
    £0+
    Can help with
    Pensions & retirement

  • Neil Dixon at True Potential Weath Management

    Birmingham
    FCA verified
    A Chartered Financial Planner & Pensions Specialist, giving quality advice to clients, nationwide. I will help you achieve your retirement dreams. I hold the relevant qualifications to advise in the complex area of Defined Benefit/Final Salary schemes.
    112
    £100k+
    Can help with
    Pensions & retirement

  • Donna Malone Financial Advice Ltd

    Birmingham
    FCA verified
    Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them.
    98
    £50k+
    Can help with
    Pensions & retirement

  • Succession Wealth

    Birmingham
    FCA verified
    Ever considered using a Wealth Planner? If so, please get in touch for a no obligation initial call to discuss your requirements. We work with you to create and implement a Succession Plan - a blueprint for your financial future.
    225
    £100k+
    Can help with
    Pensions & retirement

  • The Pension Planner

    Birmingham
    FCA verified
    We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in the Birmingham 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!
    5273
    £100k+
    Can help with
    Pensions & retirement

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.