Are you an adviser? Go to Unbiased Pro
Login

Top 10 Independent (IFAs) & Restricted Financial Advisers in Wolverhampton

Find the best FCA regulated financial advisers in Wolverhampton. Get expert help near you with pensions, investments, retirement planning and more
Wolverhampton, West Midlands Combined Authority
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
2036
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

Wolverhampton
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
3237
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

Wolverhampton
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
1081
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
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
107
Minimum
wealth
£250k+
Meet the team
Owen Lewis
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Ascot Lloyd

Ascot Lloyd

Bilston
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
2036
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
Sigma Wealth Partners

Sigma Wealth Partners

Wolverhampton
Initial consultation free
FCA verified
Independent
We listen to your needs, your hopes your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.
Clients
helped
304
Minimum
wealth
£100k+
Meet the team
Gary Singh
Can help with
Pensions & retirement
Financial planning
Investments
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
2561
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
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
6227
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
Sedulo  Wealth Management

Sedulo Wealth Management

Wolverhampton
Initial consultation free
FCA verified
Independent
We believe planning is the core of wealth management, so we help you structure your wealth for what’s important to you and your family. The Sedulo Wealth financial planning service puts you, and your needs, front and centre.
Clients
helped
65
Minimum
wealth
£100k+
Meet the team
Rob Venvil
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Mortgages
TheWealthPoint

TheWealthPoint

Bilston
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
3237
Minimum
wealth
£250k+
Meet the team
Sanjay Gambhir
M
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Frequently Asked Questions about Financial Advisers in Wolverhampton