Top 10 Independent (IFAs) & Restricted Financial Advisers in Bickenhill And Marston Green

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  • Colin Hart - True Potential Wealth Management

    Bickenhill and marston green
    FCA verified
    Financial Times (Adviser) - SIPP Adviser of The Year. As part of the award winning True Potential Group, our aim is to revolutionise the way wealth management is delivered offering a wide range of financial services, including DB Pensions advice.
    27
    £500k+
    Can help with
    Pensions & retirement
  • Central Financial Planning Ltd

    Fordbridge
    FCA verified
    Award winning chartered financial planning firm giving quality independent advice
    28
    £100k+
    Can help with
    Pensions & retirement
  • Hymans Robertson Personal Wealth

    Fordbridge
    FCA verified
    92
    £100k+
    Can help with
    Pensions & retirement
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  • Beaufort Wealth Management

    Hampton in arden
    FCA verified
    Expert independent advice, tailored to you
    31
    £50k+
    Can help with
    Pensions & retirement
  • Ingenious Financial Solutions

    Fordbridge
    FCA verified
    We provide sound, financial solutions for our client's needs for today and for their future.
    325
    £50k+
    Can help with
    Pensions & retirement
  • Eclipse Financial Planning

    Solihull
    FCA verified
    Looking to take control of your future? We can help you with that. You might already know what you want, or keen to find out what your options are, we pride ourselves on getting to know you and your situation. giving you peace of mind.
    106
    £100k+
    Can help with
    Pensions & retirement
  • Canaccord Genuity Wealth Management (CGWM)

    Birmingham
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    428
    £250k+
    Can help with
    Pensions & retirement
  • Rothesay Bennett Financial Planning

    Solihull
    FCA verified
    We are an independent financial planning firm that delivers unbiased & tailored advice to our clients across England & Scotland. Our primary aim is to enable our clients the peace of mind and confidence to make financial decisions without reservation.
    240
    £100k+
    Can help with
    Pensions & retirement
  • Colin Thomson - Alexander House Financial Planning Ltd

    Coleshill
    FCA verified
    Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House Financial Planning can look after all your financial needs.
    55
    £100k+
    Can help with
    Pensions & retirement
  • Douglas Steers & Company

    Solihull
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    6489
    £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.

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