Top 10 Independent (IFAs) & Restricted Financial Advisers in Selly Oak

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  • 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.
    147
    £50k+
    Can help with
    Pensions & retirement

  • Ravi Jay at PSA Financial Services Ltd

    Birmingham
    FCA verified
    121
    £100k+
    Can help with
    Pensions & retirement

  • Nabil Kazi at Truly Independent

    Birmingham
    FCA verified
    We are a UK-wide financial advice firm, listed as one of the top 100 by FTAdvisers. Our network of independent financial advisers cover the whole financial services market.
    65
    £50k+
    Can help with
    Pensions & retirement
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  • ISJ Independent Financial Planning

    Birmingham
    FCA verified
    I’m not your typical Award winning Chartered Financial-planner. I provide professional, relaxed advice, to people retiring, divorcing or with money to Invest
    72
    £100k+
    Can help with
    Pensions & retirement

  • Simpson Financial Services Limited

    Birmingham
    FCA verified
    Simpson Financial Services was established in 2004 with one aim – to provide you with the highest standard of financial advice and care. We help you reach your goals through financial planning, mortgage and protection advice, and wealth management.
    147
    £50k+
    Can help with
    Pensions & retirement

  • 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.
    4813
    £0+
    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 video call to discuss your requirements. We work with you to create and implement a Succession Plan - a blueprint for your financial future.
    255
    £250k+
    Can help with
    Pensions & retirement

  • Options Wealth

    Birmingham
    FCA verified
    We give you a tailored option when it comes to your money. We are the option for all.
    86
    £100k+
    Can help with
    Pensions & retirement

  • Ascot Lloyd

    Birmingham
    FCA verified
    One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
    767
    £150k+
    Can help with
    Pensions & retirement

  • Canaccord Genuity Wealth Management (CGWM)

    Birmingham
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    432
    £250k+
    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.