Top 10 Independent (IFAs) & Restricted Financial Advisers in Rowley Regis

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  • Steven Fullerton at True Potential Wealth Management

    Halesowen
    FCA verified
    Firstly, thank you for getting in touch. It all really just starts with a chat. I believe in keeping things nice and simple and without all of the jargon. So, please feel free to give me a call, drop me an email or why not pop into the office?
    18
    £50k+
    Can help with
    Pensions & retirement
  • Donna Malone Financial Advice Ltd

    Rowley regis
    FCA verified
    Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them.
    105
    £50k+
    Can help with
    Pensions & retirement
  • Canaccord Genuity Wealth Management (CGWM)

    Cradley heath
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    23
    £250k+
    Can help with
    Pensions & retirement
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  • 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.
    281
    £100k+
    Can help with
    Pensions & retirement
  • Simpson Financial Services Ltd

    Cradley heath
    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.
    118
    £50k+
    Can help with
    Pensions & retirement
  • Simpson Financial Services Ltd

    Rowley regis
    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.
    118
    £50k+
    Can help with
    Pensions & retirement
  • Humboldt Financial

    Cradley heath
    FCA verified
    As a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.
    5236
    £50k+
    Can help with
    Pensions & retirement
  • Quilter Private Client Advisers Ltd.

    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.
    226
    £250k+
    Can help with
    Pensions & retirement
  • MPI Financial Advice

    Halesowen
    FCA verified
    We provide a free update & advice service to help you understand your plans.
    2977
    £0+
    Can help with
    Pensions & retirement
  • Ravi Jay at PSA Financial Services Ltd

    Rowley regis
    FCA verified
    108
    £50k+
    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.