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

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  • Meriden Financial Planning Limited

    Stourbridge
    FCA verified
    Choosing a local financial adviser you can trust may seem a daunting task, but if you need help with a financial decision it’s worth persevering. A good financial adviser can save you money and a lot of worry.
    188
    £50k+
    Can help with
    Pensions & retirement
  • The Private Office

    Coventry
    FCA verified
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    27993
    £100k+
    Can help with
    Pensions & retirement
  • Canaccord Genuity Wealth Management (CGWM)

    Birmingham
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    34
    £250k+
    Can help with
    Pensions & retirement
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  • 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.
    17424
    £100k+
    Can help with
    Pensions & retirement
  • PL Wealth & Pensionlite

    Birmingham
    FCA verified
    Your financial future is directly tied to your lifestyle both now and in the future. 160 years of experience managing wealth, protecting lifestyles and creating plans that give you and your family a future where your wealth works for you.
    257
    £100k+
    Can help with
    Pensions & retirement
  • Wren Sterling

    Sutton coldfield
    FCA verified
    We're an Independent Financial Adviser, working with private individuals and corporate clients. Whether you're looking to change your existing adviser or you're totally new to financial planning, Wren Sterling has a service to suit you.
    1181
    £100k+
    Can help with
    Pensions & retirement
  • Simpson Financial Services Ltd

    Coventry
    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.
    119
    £50k+
    Can help with
    Pensions & retirement
  • Luke Moloney at Truly Independent

    Sutton coldfield
    FCA verified
    I am an independent financial adviser with many years of experience in the industry. Being Truly Independent means that I can provide you with unrestricted and unbiased financial advice from the whole of the market.
    33
    £0+
    Can help with
    Pensions & retirement
  • Flying Colours

    Sutton coldfield
    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.
    17424
    £100k+
    Can help with
    Pensions & retirement
  • Chamberlain Wealth Management Ltd

    Solihull
    FCA verified
    We believe that our clients should be ultimately in control of their finances. Clients needs are our priority.
    23
    £250k+
    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.