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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

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
1076
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
Gemini Wealth Management Ltd

Gemini Wealth Management Ltd

Solihull
Initial consultation free
FCA verified
Independent
Gemini Wealth Management provides professional unbiased; financial products advice, financial planning, investment and tax efficiency advice to both private individuals and businesses.
Clients
helped
139
Minimum
wealth
£100k+
Meet the team
A
M
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care
Evelyn Partners

Evelyn Partners

Castle bromwich
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
1076
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
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
Recently added
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
Ascot Lloyd

Ascot Lloyd

Solihull
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
2028
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
MPI Financial Advice

MPI Financial Advice

Coventry
Initial consultation free
FCA verified
Independent
We provide a free update & advice service to help you understand your plans.
Clients
helped
8817
Minimum
wealth
£0+
Meet the team
S
Can help with
Pensions & retirement
Investments
Business
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
1076
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
Chamberlain Wealth Management Ltd

Chamberlain Wealth Management Ltd

Solihull
Initial consultation free
FCA verified
Independent
We believe that our clients should be ultimately in control of their finances. Clients needs are our priority.
Clients
helped
23
Minimum
wealth
£250k+
Meet the team
Robert Pryjmachuk
Natasha Groom
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
The Pension Planner

The Pension Planner

Sutton coldfield
Initial consultation free
FCA verified
Independent
We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in Sutton Coldfield helping people at every stage of retirement to maximise their pension and achieve their ideal lifestyle. We aim to make your retirement as simple as possible!
Clients
helped
5710
Minimum
wealth
£100k+
Meet the team
Nicholas Pratt
Andrew Hursthouse
Dave Garforth
Shane Kao
Craig Holland
+1
Can help with
Pensions & retirement
Business
Isio Wealth Planning Ltd

Isio Wealth Planning Ltd

Sutton coldfield
Initial consultation free
FCA verified
Independent
"We provide independent, whole-of-market wealth management support, designed to help you achieve your personal and financial goals. Our advice covers all aspects of your financial journey – from building wealth to protecting it and planning for the future
Clients
helped
70
Minimum
wealth
£250k+
Meet the team
P
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Frequently Asked Questions about Financial Advisers in West Midlands