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

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  • Whateley Wealth Management Limited

    Smethwick
    FCA verified
    We are Independent Financial Advisers giving best advice on how to build your prosperity with a solution which is bespoke and balanced to your exact needs. We firmly believe everyone deserves a secure financial future.
    146
    £0+
    Can help with
    Pensions & retirement

  • Ravi Jay at PSA Financial Services Ltd

    Rowley regis
    FCA verified
    102
    £50k+
    Can help with
    Pensions & retirement

  • Mohammed Fulat at PSA Financial

    Smethwick
    FCA verified
    We are a firm of Independent Financial Advisers based in Leicestershire offering specialist financial planning in all areas ranging from investment advice to pensions.
    377
    £0+
    Can help with
    Pensions & retirement
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  • Neal and Co Financial Services Ltd

    Oldbury
    FCA verified
    22
    £0+
    Can help with
    Pensions & retirement

  • Jo Bracewell - True Potential Wealth Management

    Smethwick
    FCA verified
    99
    £50k+
    Can help with
    Pensions & retirement

  • Douglas Steers & Company

    Smethwick
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    4650
    £50k+
    Can help with
    Pensions & retirement

  • True Potential Wealth Management - Jason Lynch

    Rowley regis
    FCA verified
    I am a Chartered Financial Planner, Pensions expert and Partner with True Potential Wealth Management, specialising in the complex area of Defined Benefit/Final Salary pension advice, investments and inheritance tax planning.
    261
    £100k+
    Can help with
    Pensions & retirement

  • Fairstone Group

    Smethwick
    FCA verified
    Fairstone incorporates one of the largest Chartered financial planning firms in the UK and is the number one rated wealth management house on Trustpilot.
    10369
    £0+
    Can help with
    Pensions & retirement

  • Stephen Gilbert - AFH Wealth Management

    Smethwick
    FCA verified
    Inflation is one of the biggest risks facing investors at the moment, it's imperative your portfolio is invested in a way in which it can move with this risk, focusing on real, long term growth or income Contact me for a free, no obligation discussion.
    309
    £100k+
    Can help with
    Pensions & retirement

  • Douglas Steers & Company

    Cradley heath
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    4650
    £50k+
    Can help with
    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.