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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
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As featured in
Evelyn Partners

Evelyn Partners

Dudley
Initial consultation free
FCA verified
Restricted
"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
1521
Minimum
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
Fidelius Ltd

Fidelius Ltd

Brierley Hill
Initial consultation free
FCA verified
Independent
Our clients often come to us at some of the most important stages of their lives or their business journeys. They want to work with people who take the time to understand them and their needs and plan their future together. They get that from Fidelius.
Clients
helped
163
Minimum
wealth
£100k+
Meet the team
Rachel Henley
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
The Private Office

The Private Office

Stourbridge
Initial consultation free
FCA verified
Independent
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
41966
Minimum
wealth
£150k+
Meet the team
Paul Sanders
Alexander Law
Robert Morse
George Hicks
Ellie Jarvis
+20
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
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
11
Minimum
wealth
£100k+
Meet the team
N
Can help with
Pensions & retirement
Financial planning
Investments
Humboldt Financial

Humboldt Financial

Bilston
Initial consultation free
FCA verified
Independent
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
2688
Minimum
wealth
£50k+
Meet the team
Francis Gill
Oliver Canning
Josh Gill
James McNally
Ryan Cook
+1
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Business
MPI Financial Advice

MPI Financial Advice

Halesowen
Initial consultation free
FCA verified
Independent
We provide a free update & advice service to help you understand your plans.
Clients
helped
9454
Minimum
wealth
£0+
Meet the team
B
Can help with
Pensions & retirement
Investments
Business
TheWealthPoint

TheWealthPoint

Dudley
Initial consultation free
FCA verified
Independent
Saving up was the easy part. The rules that built your wealth will not protect it when you start living off your savings. The Wealth Point helps clients with £250,000+ navigate the 10-year retirement transition safely. Book a 30-minute Discovery Call.
Clients
helped
3578
Minimum
wealth
£250k+
Meet the team
Sanjay Gambhir
M
Can help with
Pensions & retirement
Financial planning
Investments
TheWealthPoint

TheWealthPoint

Bilston
Initial consultation free
FCA verified
Independent
Saving up was the easy part. The rules that built your wealth will not protect it when you start living off your savings. The Wealth Point helps clients with £250,000+ navigate the 10-year retirement transition safely. Book a 30-minute Discovery Call.
Clients
helped
3578
Minimum
wealth
£250k+
Meet the team
Sanjay Gambhir
M
Can help with
Pensions & retirement
Financial planning
Investments
Hough Financial

Hough Financial

Stourbridge
Initial consultation free
FCA verified
Restricted
Hough Financial provide broad based bespoke and tailored advice to Business Owners, Trustees, Professionals and retirees helping them with practical solutions to the financial issues that concern them most.
Clients
helped
156
Minimum
wealth
£250k+
Meet the team
Christopher Hough
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Evelyn Partners

Evelyn Partners

Halesowen
Initial consultation free
FCA verified
Restricted
"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
1521
Minimum
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
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Frequently Asked Questions about Financial Advisers in Dudley