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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
Dudley, West Midlands Combined Authority
Nasreen Akhter - Whateley Wealth Management Ltd

Nasreen Akhter - Whateley Wealth Management Ltd

Halesowen
Initial consultation free
FCA verified
Independent
We are a local, friendly and professional financial advisory firm offering advice in all aspects of financial planning.
Clients
helped
378
Minimum
wealth
£100k+
Meet the team
Nasreen Akhter
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care
Meriden Financial Planning Limited

Meriden Financial Planning Limited

Stourbridge
Initial consultation free
FCA verified
Independent
Choosing a local financial adviser you can trust may seem a daunting task, but if you need help with a financial decision it’s worth persevering. A good financial adviser can save you money and a lot of worry.
Clients
helped
209
Minimum
wealth
£50k+
Meet the team
Duncan Chance
Richard Oliver
Richard Chapman
E
J
+1
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
Hough Financial

Hough Financial

Stourbridge
Initial consultation free
FCA verified
Restricted
Hough Financial provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most.
Clients
helped
115
Minimum
wealth
£250k+
Meet the team
Christopher Hough
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Whateley Wealth Management Limited

Whateley Wealth Management Limited

Kingswinford
Initial consultation free
FCA verified
Independent
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
215
Minimum
wealth
£100k+
Meet the team
G
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Danielle Woodhouse - Arcus Wealth

Danielle Woodhouse - Arcus Wealth

Brierley hill
Initial consultation free
FCA verified
Independent
Please feel free to get in touch. We will discuss your current Pensions and/or investments and see what your priorities are and how I can help. You will not pay for an initial meeting and payments will only be taken from your plans if you agree to proceed
Clients
helped
36
Minimum
wealth
£100k+
Meet the team
Danielle Woodhouse
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Flying Colours Advice

Flying Colours Advice

Stourbridge
Initial consultation free
FCA verified
Independent
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
20146
Minimum
wealth
£150k+
Meet the team
Andrew Smith
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care
Personal Financial Advice

Personal Financial Advice

Kingswinford
Initial consultation free
FCA verified
Independent
Personal Financial Advice Limited is a long-established financial planning company with satisfied clients across Worcestershire for over 30 years. We offer an initial consultation free of charge and you are under no obligation to proceed with us.
Clients
helped
10
Minimum
wealth
£100k+
Meet the team
N
Can help with
Pensions & retirement
Financial planning
Investments
Neil Dawson - True Potential Wealth Management

Neil Dawson - True Potential Wealth Management

Kingswinford
Initial consultation free
FCA verified
Restricted
I have been advising my clients for over 20 years, with particular expertise in redundancy benefits and pension & retirement planning. I will guide you through the complexities of planning, allowing you to make fully informed decisions about your future.
Clients
helped
160
Minimum
wealth
£100k+
Meet the team
Neil Dawson
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Business
Sigma Wealth Partners

Sigma Wealth Partners

Dudley
Initial consultation free
FCA verified
Independent
We listen to your needs, your hopes your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.
Clients
helped
304
Minimum
wealth
£100k+
Meet the team
Gary Singh
Can help with
Pensions & retirement
Financial planning
Investments
M&G Advice

M&G Advice

Bilston
Initial consultation free
FCA verified
Restricted
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
2286
Minimum
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings
Frequently Asked Questions about Financial Advisers in Dudley