Top 20 Independent Financial Advisers in Solihull

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  • The Private Office

    Solihull
    Award-winning, Chartered financial planning firm delivering unbiased, tailored advice to protect and grow your wealth.
    25
    £100k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Solihull
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    15
    £100k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Lucent Financial Planning Ltd

    Solihull
    We help you live the life you want. Our straightforward, expert guidance will help you reach your financial potential. We offer appointments both face to face and remotely via webex, skype, teams and telephone to be as flexible as possible for you!
    107
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Personal Touch Financial Solutions

    Solihull
    16
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • 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
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • AFH Wealth Management

    Solihull
    As a highly experienced, financial services professionalI, I pride myself in being able to provide a bespoke global investment proposition in a personal and friendly manor, one that is truly independent and built on trusting long term relationships.
    250
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Select Wealth Management

    Solihull
    As independent financial advisers we are able to put the client at the heart of all we do. We have a fantastic ongoing review service offering 3 levels of service on a fixed fee basis, allowing us to treat all our clients fairly.
    11
    £50k+
    9.8
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Central Financial Planning Ltd

    Solihull
    Award winning chartered financial planning firm giving quality independent advice
    20
    £100k+
    7.0
    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
  • 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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  • Jerroms Financial Planning

    Solihull
    Independent financial advisers experienced in all aspects of retirement and investment planning, also consulting with small companies and business owners. Providing you financial peace of mind through a robust, bespoke financial plan.
    70
    £50k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Quilter Financial Advisers - Shamsher Gola

    Solihull
    At Quilter Financial Advisers we specialise in personal financial planning. Our philosophy is to offer a high quality and personal service to each of our valued clients. We believe our approach towards financial planning is what makes us stand out; to provide comprehensive financial advice where we consider all aspects of your financial planning and look after your future, whatever it may hold. We help you navigate through the complexity of financial planning and plan appropriately, take action when needed and deliver peace-of-mind for your financial future.
    73
    £0+
    8.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Whateley Wealth Management Ltd

    Solihull
    We are a local, friendly and professional financial advisory firm offering advice in all aspects of financial planning.
    155
    £50k+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • PSA Financial Services - Glen Coleman

    Solihull
    My true passion comes from building lasting relationships with individuals and helping them achieve their long-term financial goals through pension, investment, and retirement planning.
    New adviser
    £20k+
    9.5
    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
    55
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Sutton Winson Wealth Management

    Solihull
    You’re unique. We will create the right plan by immediately meeting with you to fully understand your financial circumstances.
    76
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Review Business

    Solihull
    The global markets are changing and so are the way we do things, that's why we are here to help you make the most out of your finances
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • True Potential Wealth Management

    Solihull
    Is a final salary pension transfer right for me? We provide a personalised service which includes a free initial assessment. If we make any recommendation to you, a fee of 1% of the transfer value (capped at £3000) is payable upon advice given.
    37
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Ashwood Law Wealth Management

    Solihull
    For advice on Pensions, Retirement Planning, Investments and Savings, Wealth Management, Long Term Care and Life Cover.
    54
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Ingenious Financial Solutions

    Solihull
    We provide sound, financial solutions for our client's needs for today and for their future.
    < 10
    £50k+
    8.0
    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.