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

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  • Lopez Financial Planning (AR of M&G Wealth Advice)

    Halesowen
    FCA verified
    I help people achieve financial security by providing expertise across all areas of financial planning (incl protection, retirement and investments). My main drive is to provide clients with peace of mind and allow them to focus on what matters to them.
    Recently added
    £0+
    Can help with
    Pensions & retirement

  • True Potential Wealth Management - Jason Lynch

    Rowley regis
    FCA verified
    I am a Chartered Financial Planner, Pensions expert and Partner with True Potential Wealth Management, specialising in the complex area of Defined Benefit/Final Salary pension advice, investments and inheritance tax planning.
    349
    £100k+
    Can help with
    Pensions & retirement

  • Saltus Partners LLP

    Halesowen
    FCA verified
    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.
    559
    £250k+
    Can help with
    Pensions & retirement
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  • Jo Bracewell - True Potential Wealth Management

    Rowley regis
    FCA verified
    Our aim is to revolutionise the way wealth management is delivered. We believe that by using technology to deliver financial services, we empower financial advisers and their clients to take control of their futures.
    107
    £50k+
    Can help with
    Pensions & retirement

  • Dhruv Vyas - Serenity Wealth Management Ltd

    Halesowen
    FCA verified
    Serenity Wealth Management specialises in providing expert advice in a wide array of important areas, including investment, inheritance tax, pension, and protection planning.
    < 10
    £100k+
    Can help with
    Pensions & retirement

  • Nabil Kazi at Truly Independent

    Rowley regis
    FCA verified
    We are a UK-wide financial advice firm, listed as one of the top 100 by FTAdvisers. Our network of independent financial advisers cover the whole financial services market.
    65
    £50k+
    Can help with
    Pensions & retirement

  • Richard Wood - PROSPERITY FINANCIAL GROUP, INC.

    Romsley
    FCA verified
    Your best interests are at the core of everything that I do on your behalf. I believe it’s my ability to build strong relationships with my clients that is key to success for both
    466
    £50k+
    Can help with
    Pensions & retirement

  • Neal and Co Financial Services Ltd

    Cradley heath
    FCA verified
    22
    £0+
    Can help with
    Pensions & retirement

  • Douglas Steers & Company

    Cradley heath
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    6487
    £50k+
    Can help with
    Pensions & retirement

  • Neil Dixon at True Potential Weath Management

    Rowley regis
    FCA verified
    A Chartered Financial Planner & Pensions Specialist, giving quality advice to clients, nationwide. I will help you achieve your retirement dreams. I hold the relevant qualifications to advise in the complex area of Defined Benefit/Final Salary schemes.
    139
    £150k+
    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.

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