Are you an adviser? Go to Unbiased Pro
Login

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

Find the best FCA regulated financial advisers in Shirley. Get expert help near you with pensions, investments, retirement planning and more
Shirley, Solihull, West Midlands Combined Authority
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
+47
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Mortgages
The Pension Planner

The Pension Planner

Solihull
Initial consultation free
FCA verified
Independent
We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in Solihull helping people at every stage of retirement to maximise their pension and achieve their ideal lifestyle. We aim to make your retirement as simple as possible!
Clients
helped
5702
Minimum
wealth
£100k+
Meet the team
Nicholas Pratt
Andrew Hursthouse
Dave Garforth
Craig Holland
Holly Evans
Can help with
Pensions & retirement
Business
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
Evelyn Partners

Evelyn Partners

Birmingham
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
Ascot Lloyd

Ascot Lloyd

Solihull
Initial consultation free
FCA verified
Independent
At Ascot Lloyd, we believe financial advice should be clear, straightforward and genuinely helpful, not confusing and full of unnecessary jargon.
Clients
helped
1976
Minimum
wealth
£150k+
Meet the team
Catherine Wilde
Craig Couldrick
Kevin Broome
Raj Chauhan
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
Ascot Lloyd

Ascot Lloyd

Birmingham
Initial consultation free
FCA verified
Independent
At Ascot Lloyd, we believe financial advice should be clear, straightforward and genuinely helpful, not confusing and full of unnecessary jargon.
Clients
helped
1976
Minimum
wealth
£150k+
Meet the team
Catherine Wilde
Jason Barefoot
Craig Couldrick
Kevin Broome
Raj Chauhan
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
M&G Advice

M&G Advice

Birmingham
Initial consultation free
FCA verified
Restricted
We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
Clients
helped
2239
Minimum
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings
Douglas Steers & Company

Douglas Steers & Company

Solihull
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10451
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Simeon Page
+7
Can help with
Pensions & retirement
Financial planning
Investments
Savings
DP'S Financial Advice & Services (David Parkinson)

DP'S Financial Advice & Services (David Parkinson)

Solihull
Initial consultation free
FCA verified
Independent
Personal, Trusted, Professional For retirement planning and exceptional wealth management, choose independence and experience. Specialist In Pension Transfers & Options
Clients
helped
93
Minimum
wealth
£0+
Meet the team
David Parkinson
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
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
Frequently Asked Questions about Financial Advisers in Shirley