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

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  • 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.
    23
    £500k+
    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.
    47
    £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
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  • Douglas Steers & Company

    Solihull
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    5336
    £50k+
    Can help with
    Pensions & retirement

  • M&G Wealth Advice

    Birmingham
    FCA verified
    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.
    205
    £0+
    Can help with
    Pensions & retirement

  • Fairstone Group

    Solihull
    FCA verified
    Fairstone incorporates one of the largest chartered financial planning firms in the UK and is the number one rated wealth management house on Trustpilot
    10914
    £0+
    Can help with
    Pensions & retirement

  • DP'S Financial Advice & Services (David Parkinson)

    Solihull
    FCA verified
    Personal, Trusted, Professional For retirement planning and exceptional wealth management, choose independence and experience. Specialist In Pension Transfers & Options
    86
    £0+
    Can help with
    Pensions & retirement

  • Quilter Cheviot Financial Planning (North East & Midlands)

    Solihull
    FCA verified
    We’re here to help secure your financial future by supporting you with trusted advice every step of the way. Our experienced planners are here to help with whatever you need, whenever you need it.
    231
    £250k+
    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.
    93
    £50k+
    Can help with
    Pensions & retirement

  • Flying Colours

    Solihull
    FCA verified
    Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
    17598
    £100k+
    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.