Top 20 Independent Financial Advisers in Wolverhampton

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  • 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
  • Dunn & Lowbridge Financial Services

    Wolverhampton
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Ascot Lloyd

    Wolverhampton
    One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
    12
    £50k+
    9.5
    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
  • JPA Financial Services Ltd

    Wolverhampton
    Taking time to listen and understand your needs so I can help you achieve your goals.
    31
    £50k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Newstead Clark

    Wolverhampton
    39
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • James Gregory Financial Ltd

    Wolverhampton
    Truly independant advice to reduce any worry or uncertainty about the future and to assist with any financial goals. All enquiries are welcome
    181
    £0+
    9.3
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • PSA Financial Services - Glen Coleman

    Wolverhampton
    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.
    22
    £20k+
    9.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • 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
  • The Private Office

    Wolverhampton
    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.
    11
    £100k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Myriad Financial Planning Ltd

    Wolverhampton
    Lets have a cup of tea and discuss what is important to you and you family and finding the best way of achieving that. Obviously in the current climate this will have to be over the telephone or video call on Zooms or Teams.
    15
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Nigel Forde - Alexander House Financial Planning Ltd

    Wolverhampton
    Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
    27
    £50k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • LJ Financial Planning, David Jamieson

    Wolverhampton
    You work hard for your money. Does your money work hard for you?
    16
    £50k+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Stallard Wealth Management Ltd

    Wolverhampton
    Any advice we provide is individually tailored to your requirements and will be based on truly independent solutions.
    < 10
    £250k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • True Potential Wealth Management LLP

    Wolverhampton
    My name is James Andrew Paul. I am a diploma qualified Financial Advisor and partner at True Potential Wealth Management LLP & Estate Planning Consultant with Countrywide Tax & Trust Corporation ltd.
    < 10
    £50k+
    7.0
    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.