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Top 10 Independent (IFAs) & Restricted Financial Advisers in West Midlands

Find the best FCA regulated financial advisers in West Midlands. Get expert help near you with pensions, investments, retirement planning and more
West Midlands, Warwickshire, West Midlands Combined Authority
Retirement Solutions (UK) Ltd

Retirement Solutions (UK) Ltd

Wolverhampton
Initial consultation free
FCA verified
Independent
We are one of the UK's leading Retirement Advice firms. Our expert Protection advisers can provide you with market leading quotes, without obligation. Whatever your need, wherever in the UK you are based, we are confident we will be able to help you.
Clients
helped
6241
Minimum
wealth
£0+
Meet the team
Aidan Liley
Christopher Jump
Richard Houghton
Mussa Hussain
David Gill
+2
Can help with
Pensions & retirement
Insurance & protection
Savings
Mortgages
Octopus Money

Octopus Money

Wolverhampton
Initial consultation free
FCA verified
Restricted
You’ve worked hard for your money – now make sure it’s working hard for you. Octopus Money is here to change the financial advice industry for the better. We're a certified B-corp, built on 25 years of experience and named Advice Firm of the Year 2025.
Clients
helped
113
Minimum
wealth
£250k+
Meet the team
Owen Lewis
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
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
1138
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
Options Wealth

Options Wealth

Birmingham
Initial consultation free
FCA verified
Independent
We give you a tailored option when it comes to your pension and investments or your money in general. We are the option for all.
Clients
helped
323
Minimum
wealth
£100k+
Meet the team
Aftab Khan
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Savings
Expatriate finances
Business
Mortgages
Hough Financial

Hough Financial

Wolverhampton
Initial consultation free
FCA verified
Restricted
Hough Financial provide broad based advice, mainly to directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them most.
Clients
helped
120
Minimum
wealth
£250k+
Meet the team
Christopher Hough
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
RBC Brewin Dolphin

RBC Brewin Dolphin

Birmingham
Initial consultation free
FCA verified
Restricted
Wealth management built around you - from one of the world's strongest banks.
Clients
helped
36
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
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
1138
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
The Private Office

The Private Office

Sutton coldfield
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
40249
Minimum
wealth
£150k+
Meet the team
Steffan Alemanno
Abigail Banks
Julian Frere
Roger Clarke
Matthew Cole
+38
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Mortgages
M&G Advice

M&G Advice

Bilston
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
2310
Minimum
wealth
£20k+
Meet the team
L
Can help with
Pensions & retirement
Investments
Savings
Advice Rooms

Advice Rooms

Coventry
Initial consultation free
FCA verified
Independent
Advice Rooms is a space for all individuals to receive advice regarding their financial & retirement planning.
Clients
helped
633
Minimum
wealth
£50k+
Meet the team
Adam Neal
Jon Thompson
Tracy Muller
Can help with
Pensions & retirement
Financial planning
Savings
Frequently Asked Questions about Financial Advisers in West Midlands