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

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  • Greentree Wealth Management Ltd

    Kingswinford
    FCA verified
    Our team at Greentree would love to help you with your retirement or investment planning. With over 15 years experience, we specialise in providing simple, jargon free advice, helping our clients to identify and achieve their financial objectives.
    < 10
    £0+
    Can help with
    Pensions & retirement
  • Newstead Clark

    Kingswinford
    FCA verified
    Newstead Clark Financial Services offers personalised advice that’s tailored to your individual circumstances and financial goals. They take pride in building long-lasting relationships with their clients, based on trust, integrity, and transparency.
    119
    £0+
    Can help with
    Pensions & retirement
  • MPI Financial Advice

    Halesowen
    FCA verified
    We provide a free update & advice service to help you understand your plans.
    2322
    £0+
    Can help with
    Pensions & retirement
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  • Sigma Wealth Partners

    Dudley
    FCA verified
    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.
    170
    £50k+
    Can help with
    Pensions & retirement
  • K G J Insurance Brokers

    Stourbridge
    FCA verified
    We provide freedom and peace of mind, by offering confidential, professional and independent advice for all your insurance, mortgage and financial advice needs.
    14
    £0+
    Can help with
    Pensions & retirement
  • Steven Fullerton at True Potential Wealth Management

    Halesowen
    FCA verified
    Firstly, thank you for getting in touch. It all really just starts with a chat. I believe in keeping things nice and simple and without all of the jargon. So, please feel free to give me a call, drop me an email or why not pop into the office?
    18
    £50k+
    Can help with
    Pensions & retirement
  • Quilter Cheviot Financial Planning (North East & Midlands)

    Stourbridge
    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.
    176
    £250k+
    Can help with
    Pensions & retirement
  • Quilter Cheviot Financial Planning (North East & Midlands)

    Dudley
    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.
    176
    £250k+
    Can help with
    Pensions & retirement
  • Fairstone Group

    Bilston
    FCA verified
    Fairstone incorporates one of the largest chartered financial planning firms in the UK and is the number one rated wealth management house on Trustpilot.
    9880
    £0+
    Can help with
    Pensions & retirement
  • Humboldt Financial

    Bilston
    FCA verified
    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.
    4506
    £50k+
    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.