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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
Personal Financial Advice

Personal Financial Advice

Kingswinford
Initial consultation free
FCA verified
Independent
Personal Financial Advice Limited is a long-established financial planning company with satisfied clients across Worcestershire for over 30 years. We offer an initial consultation free of charge and you are under no obligation to proceed with us.
Clients
helped
10
Minimum
wealth
£100k+
Meet the team
N
Can help with
Pensions & retirement
Financial planning
Investments
Lucent Financial Planning Ltd

Lucent Financial Planning Ltd

Solihull
Initial consultation free
FCA verified
Independent
At Lucent we help you make your money work harder so you can live your dream life. We do this by identifying your purpose, understanding your aspirations, and organising your finances so you can live the life you’ve always wanted.
Clients
helped
205
Minimum
wealth
£250k+
Meet the team
Steven Rowe
Luke James
Keely Woods
Ellie Pemberton
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care
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
39088
Minimum
wealth
£150k+
Meet the team
Steffan Alemanno
Abigail Banks
Julian Frere
Roger Clarke
Matthew Cole
+37
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
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
2494
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
cf

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
Fairstone Group

Fairstone Group

Smethwick
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
14877
Minimum
wealth
£0+
Meet the team
Daniel Lowe
James Pinches
Lawrence Breese
Stewart Bicknell
Richard Wood
+1
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
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
89
Minimum
wealth
£250k+
Meet the team
Christopher Hough
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Humboldt Financial

Humboldt Financial

Bilston
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
2494
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
TheWealthPoint

TheWealthPoint

Dudley
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
3052
Minimum
wealth
£250k+
Meet the team
Sanjay Gambhir
M
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Evelyn Partners

Evelyn Partners

Stourbridge
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
898
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
Frequently Asked Questions about Financial Advisers in West Midlands