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

Find the best FCA regulated financial advisers in Oldbury. Get expert help near you with pensions, investments, retirement planning and more.
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  • Whateley Wealth Management Limited

    Smethwick
    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!
    204
    £100k+
    Can help with
    Pensions & retirement

  • Evelyn Partners

    West bromwich
    FCA verified
    "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."
    603
    £500k+
    Can help with
    Pensions & retirement

  • Neal and Co Financial Services Ltd

    Oldbury
    FCA verified
    22
    £0+
    Can help with
    Pensions & retirement
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  • Evelyn Partners

    Rowley regis
    FCA verified
    "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."
    603
    £500k+
    Can help with
    Pensions & retirement

  • Douglas Steers & Company

    Smethwick
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    9396
    £50k+
    Can help with
    Pensions & retirement

  • 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.
    110
    £50k+
    Can help with
    Pensions & retirement

  • PSA Financial Services

    Oldbury
    FCA verified
    At PSA we offer specialist financial planning in all areas ranging from investment advice to retirement planning, estate planning, long term care planning, mortgage advice and much more.
    75
    £50k+
    Can help with
    Pensions & retirement

  • Sedulo Wealth Management

    West bromwich
    FCA verified
    We believe planning is the core of wealth management, so we help you structure your wealth for what’s important to you and your family. The Sedulo Wealth financial planning service puts you, and your needs, front and centre.
    28
    £100k+
    Can help with
    Pensions & retirement

  • Richard Wood - PROSPERITY FINANCIAL GROUP, INC.

    Oldbury
    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
    630
    £50k+
    Can help with
    Pensions & retirement

  • MPI Financial Advice

    Halesowen
    FCA verified
    We provide a free update & advice service to help you understand your plans.
    7648
    £0+
    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.