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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
Evelyn Partners

Evelyn Partners

Stourbridge
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
837
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
Greentree Wealth Management Ltd

Greentree Wealth Management Ltd

Kingswinford
Initial consultation free
FCA verified
Independent
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.
Clients
helped
20
Minimum
wealth
£0+
Meet the team
Gary Millership
Can help with
Pensions & retirement
Financial planning
Insurance & protection
Savings
Business
Fairstone Group

Fairstone Group

Stourbridge
Initial consultation free
FCA verified
Independent
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
14783
Minimum
wealth
£0+
Meet the team
James Relph
John McLaren
Richard Wood
Stephanie Cooper
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
K G J Insurance Brokers

K G J Insurance Brokers

Stourbridge
Initial consultation free
FCA verified
Independent
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
14
Minimum
wealth
£0+
Meet the team
John Donnelly
James Bodycote
Martin Wood
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 2 more matches
TheWealthPoint

TheWealthPoint

Bilston
Initial consultation free
FCA verified
Independent
You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.
Clients
helped
2994
Minimum
wealth
£250k+
Meet the team
Sanjay Gambhir
M
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Sebastian Tempest at True Potential

Sebastian Tempest at True Potential

Kingswinford
Initial consultation free
FCA verified
Restricted
I have been helping my clients with their investments, pension & retirement planning, including Defined Benefit advice, since 2003. Please do get in touch and I will be delighted to help you achieve your financial goals.
Clients
helped
64
Minimum
wealth
£100k+
Meet the team
Sebastian Tempest
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Business
TheWealthPoint

TheWealthPoint

Brierley hill
Initial consultation free
FCA verified
Independent
You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.
Clients
helped
2994
Minimum
wealth
£250k+
Meet the team
Sanjay Gambhir
M
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
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
373
Minimum
wealth
£100k+
Meet the team
Nasreen Akhter
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care
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
26
Minimum
wealth
£100k+
Meet the team
Danielle Woodhouse
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Saltus Partners LLP

Saltus Partners LLP

Halesowen
Initial consultation free
FCA verified
Independent
Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.
Clients
helped
1014
Minimum
wealth
£250k+
Meet the team
Phil Bevan
Lawrence Brady
Megan Jenkins
Jack Munday
Michelle Midgen
+18
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Frequently Asked Questions about Financial Advisers in Dudley