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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
Evelyn Partners

Evelyn Partners

Kingswinford
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
1044
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
Humboldt Financial

Humboldt Financial

Cradley heath
Initial consultation free
FCA verified
Independent
As a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.
Clients
helped
2556
Minimum
wealth
£50k+
Meet the team
Francis Gill
Oliver Canning
Josh Gill
James McNally
Ryan Cook
+1
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Business
Ascot Lloyd

Ascot Lloyd

Oldbury
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
2005
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
Ascot Lloyd

Ascot Lloyd

Wolverhampton
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
2005
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
TheWealthPoint

TheWealthPoint

Fordbridge
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
3202
Minimum
wealth
£250k+
Meet the team
Sanjay Gambhir
M
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Ethan Griffiths at PSA Financial Services

Ethan Griffiths at PSA Financial Services

Birmingham
Initial consultation free
FCA verified
Independent
We strive to provide clear, honest, no-nonsense financial solutions, Helping our clients achieve their financial ambitions.
Clients
helped
140
Minimum
wealth
£50k+
Meet the team
Ethan Griffiths
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Fairstone Group

Fairstone Group

Birmingham
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
15201
Minimum
wealth
£0+
Meet the team
Daniel Lowe
Dom Richards
Lawrence Breese
Stewart Bicknell
Richard Wood
+1
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Dean Wills Financial Planning

Dean Wills Financial Planning

Birmingham
Initial consultation free
FCA verified
Restricted
With years of experience in the financial industry, I have developed a deep understanding of the challenges and opportunities that individuals and families face when it comes to managing their wealth.
Clients
helped
99
Minimum
wealth
£100k+
Meet the team
Dean Wills
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Stockbroking services
The Private Office

The Private Office

Birmingham
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
39810
Minimum
wealth
£150k+
Meet the team
Paul Sanders
Alexander Law
Robert Morse
George Hicks
Ellie Jarvis
+48
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
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Central Financial Planning Ltd

Solihull
Initial consultation free
FCA verified
Independent
Award winning chartered financial planning firm giving quality independent advice
Clients
helped
30
Minimum
wealth
£100k+
Meet the team
S
I
Can help with
Pensions & retirement
Investments
Insurance & protection
Tax & trust planning
Business
Long Term Care
Frequently Asked Questions about Financial Advisers in West Midlands