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

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  • Simpson Financial Services Limited

    Solihull
    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

  • Douglas Steers & Company

    Solihull
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    6505
    £50k+
    Can help with
    Pensions & retirement

  • Ascot Lloyd

    Birmingham
    FCA verified
    One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
    772
    £150k+
    Can help with
    Pensions & retirement
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  • Fairstone Group

    Solihull
    FCA verified
    Fairstone incorporates one of the largest chartered financial planning firms in the UK. Our vision is to become the most trusted wealth management firm in the UK. We are the number one rated wealth management house on Trustpilot.
    11742
    £0+
    Can help with
    Pensions & retirement

  • Central Financial Planning Ltd

    Solihull
    FCA verified
    Award winning Chartered & Certified financial planners giving personal local independent advice
    28
    £100k+
    Can help with
    Pensions & retirement

  • Nabil Kazi at Truly Independent

    Birmingham
    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

  • Warren Wealth Limited

    Solihull
    FCA verified
    We focus on you, not your money. No two people are the same and have the same needs. We’ll spend time understanding your current financial problems and aspirations, then develop plans to solve the former and achieve the latter.
    49
    £50k+
    Can help with
    Pensions & retirement

  • Central Financial Planning Ltd

    Solihull
    FCA verified
    Award winning chartered financial planning firm giving quality independent advice
    28
    £100k+
    Can help with
    Pensions & retirement

  • Colin Hart - True Potential Wealth Management

    Wythall
    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

  • Warwick Wealth Management Ltd

    Birmingham
    FCA verified
    YOU are the focus of our business: You, your life, your family, your future.
    106
    £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.