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

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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!
    175
    £50k+
    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

  • 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
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  • Octopus Money

    Oldbury
    FCA verified
    We believe everyone deserves affordable, 1-to-1 help with their money. We bring together all the pieces of your financial life and make sure your savings, investments and pensions are all on track for the life you want to live.
    60
    £250k+
    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

  • Simpson Financial Services Limited

    Smethwick
    FCA verified
    Simpson Financial Services was established in 2004 with one aim – to provide you with the highest standard of financial advice and care. We help you reach your goals through financial planning, mortgage and protection advice, and wealth management.
    147
    £50k+
    Can help with
    Pensions & retirement

  • Canaccord Genuity Wealth Management (CGWM)

    Smethwick
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    436
    £250k+
    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

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

    Oldbury
    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

  • Luke Moloney at Truly Independent

    Oldbury
    FCA verified
    I am an independent financial adviser with many years of experience in the industry. Being Truly Independent means that I can provide you with unrestricted and unbiased financial advice from the whole of the market.
    56
    £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.