Top 20 Independent Financial Advisers in West Midlands

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  • John Wright at True Potential LLP

    Solihull
    With over 30 years’ experience, John was selected as National Wealth Partner of the year 2017 and National Elite Partner 2019 from over 500 other company advisers. You will understand why he is regularly recognised in this way when you speak with him
    < 10
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Cotswold Independent Financial Services Limited

    Coventry
    Our focus is to build lasting relationships and provide an all round impeccable service.
    65
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Interface Financial Planning Limited

    Birmingham
    Enjoy an online meeting from the safety and comfort of your own home using our remote online service. We have offered a remote online service since 2012 and clients and colleagues love the convenience of meetings being readily available at a time of their choosing.
    10
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • JDA Wealth Ltd

    Chadwick end
    Helping clients protect, enhance and manage their wealth.
    22
    9.6
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Ernest Grant Ltd

    Solihull
    Expertly delivered financial solutions to help you achieve your goals and protect your family & future wealth.
    11
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Chris Rohman – 2plan wealth management Ltd

    Birmingham
    Initial consultation at my expense, at home or office.
    35
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Clear Solutions Wealth & Tax Management Ltd

    Birmingham
    We talk, we understand, and we work out a plan to achieve the objectives that are most important to you.
    13
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • JPA Financial Services Ltd

    Kingswinford
    We believe fully independent financial advice with access to all potential solutions is the way that clients can truly benefit.
    75
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Warren Wealth Limited

    Solihull
    We focus on you, not your money. No two people are the same and have the same needs. We’ll spend time understanding your current financial problems and aspirations, then develop plans to solve the former and achieve the latter.
    30
    £20k+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Charters Private Wealth Ltd

    Solihull
    Are you finding the task of managing your finances daunting? If the answer is yes, we can take the worry out of your life, keep things simple, and give you assurances about your financial future. CONTACT US WITHOUT DELAY.
    10
    £500k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Opal Wealth Management Ltd

    Wolverhampton
    Our specialisations lie within constructing tax efficient investment portfolios and retirement planning, be it 'saving for' or 'at retirement' solutions*
    85
    £50k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Midlands Investment Agency

    Wolverhampton
    Chartered Financial Planner, expert advice on retirement and investment planning. Helping our clients achieve financial freedom and security
    < 10
    £100k+
    10.0
    Can help with Advice areas
    & specialisation
    Investments
  • Opal Wealth Management Ltd

    Sutton coldfield
    We are still providing advice during these uncertain times, but are choosing not to meet with clients to try to ensure our mutual safety. Please email us should you require financial advice. Our specialisations lie within constructing tax efficient inve
    55
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Kevin Robins - True Potential Wealth Management

    Bickenhill and marston green
    Helping my clients take control of their financial journey's and achieve their aspirations is at the heart of my business. I have a wealth of experience in all aspects of financial planning, including a specialism in Defined Benefit pension transfers.
    13
    £100k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • John Wright at True Potential LLP

    Wolverhampton
    With over 30 years’ experience, John was selected as National Wealth Partner of the year 2017 and National Elite Partner 2019 from over 500 other company advisers. You will understand why he is regularly recognised in this way when you speak with him
    < 10
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours & Partners

    Sutton coldfield
    27
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Dunn & Lowbridge Financial Services

    Wolverhampton
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • AFH Wealth Management

    Stourbridge
    31
    £50k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • DP'S Financial Advice & Services (David Parkinson)

    Solihull
    Personal, Trusted, Professional For retirement planning and exceptional wealth management, choose independence and experience. Specialist In Pension Transfers & Options
    57
    £0+
    7.9
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Alexander House Financial Services Ltd

    Halesowen
    Providing experienced financial advice remotely - honest, clear, transparent, and coherent planning strategies securing your financial future.
    92
    £250k+
    9.3
    Can help with Advice areas
    & specialisation
    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.