Top 10 Independent (IFAs) & Restricted Financial Advisers in Dudley
Find the best FCA regulated financial advisers in Dudley. Get expert help near you with pensions, investments, retirement planning and more

We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
Clients
helped
helped
2239
Minimum
wealth
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings

Looking for a wealth management partner who puts you first? At Whateley Wealth Management, we offer personalised financial planning, investment advice, and retirement strategies. Let us help you build a secure financial future. Your goals, our expertise!
Clients
helped
helped
214
Minimum
wealth
wealth
£100k+
Meet the team
G
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business

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
helped
15109
Minimum
wealth
wealth
£0+
Meet the team
+1
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care

We provide freedom and peace of mind, by offering confidential, professional and independent advice for all your insurance, mortgage and financial advice needs.
Clients
helped
helped
14
Minimum
wealth
wealth
£0+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 2 more matches

As a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.
Clients
helped
helped
2548
Minimum
wealth
wealth
£50k+
Meet the team
+1
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Business

We do not advise on cryptocurrency nor do we help with any claims or losses connected to cryptocurrency. Any individual claiming to do so is not connected with this business.
Clients
helped
helped
476
Minimum
wealth
wealth
£50k+
Meet the team
J
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches

"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
helped
996
Minimum
wealth
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

With years of experience in the financial industry, I have developed a deep understanding of the challenges and opportunities that individuals and families face when it comes to managing their wealth.
Clients
helped
helped
95
Minimum
wealth
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Stockbroking services

Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
Clients
helped
helped
20075
Minimum
wealth
wealth
£150k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care

We’re the UK’s leading at-retirement specialist and trusted by thousands to offer regulated financial advice. But don’t just take our word for it…check out our 5 star reviews on Trustpilot with over 5,000+ reviews.
Clients
helped
helped
653
Minimum
wealth
wealth
£0+
Meet the team
+4
Can help with
Pensions & retirement
Frequently Asked Questions about Financial Advisers in Dudley