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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
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
1081
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
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

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
1081
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
TheWealthPoint

TheWealthPoint

Birmingham
Initial consultation free
FCA verified
Independent
You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.
Clients
helped
3237
Minimum
wealth
£250k+
Meet the team
Sanjay Gambhir
M
Can help with
Pensions & retirement
Financial planning
Investments
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
2285
Minimum
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings
Colin Hart - True Potential Wealth Management

Colin Hart - True Potential Wealth Management

Wythall
Initial consultation free
FCA verified
Restricted
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.
Clients
helped
31
Minimum
wealth
£250k+
Meet the team
Colin Hart
Jon Andrews
Tammie McSherry
Colin Hart
Naiya McDougall
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
RBC Brewin Dolphin

RBC Brewin Dolphin

Solihull
Initial consultation free
FCA verified
Restricted
Wealth management built around you - from one of the world's strongest banks.
Clients
helped
Recently added
Minimum
wealth
£250k+
Meet the team
S
M
A
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Sharia finance
Stockbroking services
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
2036
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
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
15282
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