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

Find the best FCA regulated financial advisers in Solihull. Get expert help near you with pensions, investments, retirement planning and more
Solihull, West Midlands Combined Authority
Lucent Financial Planning Ltd

Lucent Financial Planning Ltd

Solihull
Initial consultation free
FCA verified
Independent
At Lucent we help you make your money work harder so you can live your dream life. We do this by identifying your purpose, understanding your aspirations, and organising your finances so you can live the life you’ve always wanted.
Clients
helped
205
Minimum
wealth
£100k+
Meet the team
Steven Rowe
Luke James
Keely Woods
Ellie Pemberton
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care
Evelyn Partners

Evelyn Partners

Solihull
Initial consultation free
FCA verified
Restricted
"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."
Clients
helped
996
Minimum
wealth
£500k+
Meet the team
H
L
M
D
C
+6
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Stockbroking services
Isio Wealth Planning Ltd

Isio Wealth Planning Ltd

Bickenhill and marston green
Initial consultation free
FCA verified
Independent
"We provide independent, whole-of-market wealth management support, designed to help you achieve your personal and financial goals. Our advice covers all aspects of your financial journey – from building wealth to protecting it and planning for the future
Clients
helped
57
Minimum
wealth
£250k+
Meet the team
P
T
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Chamberlain Wealth Management Ltd

Chamberlain Wealth Management Ltd

Solihull
Initial consultation free
FCA verified
Independent
We believe that our clients should be ultimately in control of their finances. Clients needs are our priority.
Clients
helped
23
Minimum
wealth
£250k+
Meet the team
Robert Pryjmachuk
Natasha Groom
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Wealth Guide

Wealth Guide

Meriden
Initial consultation free
FCA verified
Independent
Awarded Financial Times Adviser Top 100 as part of the Rosemount network. Independent, FCA-regulated pension advice, helping clients review, consolidate and plan retirement income. Delivered fully remotely with simple digital tools.
Clients
helped
56
Minimum
wealth
£250k+
Meet the team
Michael Lavin
Can help with
Pensions & retirement
Fairstone Group

Fairstone Group

Solihull
Initial consultation free
FCA verified
Independent
Fairstone is one of the top 10 wealth management companies in the UK with more than 50 offices across the country. With a 5-star Trustpilot rating and over 500 advisers, we offer a full range of financial advice and wealth management services.
Clients
helped
15109
Minimum
wealth
£0+
Meet the team
Stewart Bicknell
Lawrence Breese
Daniel Lowe
Richard Wood
Stephanie Cooper
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Central Financial Planning Ltd

Central Financial Planning Ltd

Solihull
Initial consultation free
FCA verified
Independent
Award winning Chartered & Certified financial planners giving personal local independent advice
Clients
helped
28
Minimum
wealth
£100k+
Meet the team
S
Ian Paul Smith
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Evelyn Partners

Evelyn Partners

Castle bromwich
Initial consultation free
FCA verified
Restricted
"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."
Clients
helped
996
Minimum
wealth
£500k+
Meet the team
H
L
M
D
C
+6
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Stockbroking services
Isio Wealth Planning Ltd

Isio Wealth Planning Ltd

Solihull
Initial consultation free
FCA verified
Independent
"We provide independent, whole-of-market wealth management support, designed to help you achieve your personal and financial goals. Our advice covers all aspects of your financial journey – from building wealth to protecting it and planning for the future
Clients
helped
57
Minimum
wealth
£250k+
Meet the team
P
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
The Private Office

The Private Office

Solihull
Initial consultation free
FCA verified
Independent
Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.
Clients
helped
39611
Minimum
wealth
£150k+
Meet the team
Steffan Alemanno
Abigail Banks
Julian Frere
Roger Clarke
Matthew Cole
+38
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Frequently Asked Questions about Financial Advisers in Solihull