Find an Independent or Restricted Financial Adviser
- Our approach is centered around understanding your unique aspirations, objectives, and concerns. We firmly believe that without this critical information, crafting a financial plan would be pointless.Clients898
helpedMinimum£50k+
wealthPensions & retirement - Our approach is centered around understanding your unique aspirations, objectives, and concerns. We firmly believe that without this critical information, crafting a financial plan would be pointless.Clients898
helpedMinimum£50k+
wealthPensions & retirement - We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in the Birmingham 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!Clients5273
helpedMinimum£100k+
wealthPensions & retirementNot sure which adviser to pick?Answer a few questions to help us find you the perfect match. - Across our team we have over 50 years of experience in helping people to enjoy a better lifestyle, without fear of running out of money. We passionately believe that the power of Lifestyle Financial Planning can change people’s lives.Clients< 10
helpedMinimum£250k+
wealthPensions & retirement - I have joined True Potential Wealth Management as an experienced Financial Planner, with a wealth of knowledge and expertise, particularly in the complex areas of investments and pensions, including Defined Benefit/Final Salary advice.Clients521
helpedMinimum£100k+
wealthPensions & retirement - We’ll answer the big questions in a straightforward way, such as ‘Can I afford to retire?’ ‘What will our lifestyle look like if I slow down from work?’ ‘What income can I reasonably expect from my pensions?’ and ‘Am I on track financially?’Clients33
helpedMinimum£50k+
wealthPensions & retirement - Fully qualified financial adviser, currently working for Intelligent Financial Advisory Ltd, allowing us to provide independent advice. The first initial meeting is free of charge.Clients50
helpedMinimum£50k+
wealthPensions & 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.