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

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  • True Potential Wealth Management - Jason Lynch

    Kingswinford
    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.
    396
    £100k+
    Can help with
    Pensions & retirement

  • Neil Dawson - True Potential Wealth Management

    Kingswinford
    FCA verified
    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.
    29
    £100k+
    Can help with
    Pensions & retirement

  • Ollie Hill at Quilter Financial Advisers

    Kingswinford
    FCA verified
    I pride myself in helping individuals, families, and business owners achieve their dreams and ambitions through goals-based and holistic financial planning, ensuring the client's objectives and circumstances are fully taken into account.
    30
    £50k+
    Can help with
    Pensions & retirement
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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.
    18
    £0+
    Can help with
    Pensions & retirement

  • Consequential Planning Ltd

    Kingswinford
    FCA verified
    We do not advise on cryptocurrency nor do we help with any claims or losses connected to cryptocurrency. Any individual claiming to do so is not connected with this business.
    356
    £50k+
    Can help with
    Pensions & retirement

  • Whateley Wealth Management Limited

    Kingswinford
    FCA verified
    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!
    188
    £50k+
    Can help with
    Pensions & retirement

  • Flying Colours Advice

    Stourbridge
    FCA verified
    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.
    19000
    £150k+
    Can help with
    Pensions & retirement

  • Sigma Wealth Partners

    Stourbridge
    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.
    253
    £50k+
    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.
    331
    £250k+
    Can help with
    Pensions & retirement

  • M&G Wealth Advice

    Wombourne
    FCA verified
    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.
    586
    £100k+
    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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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.