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

Find the best FCA regulated financial advisers in Birlingham. Get expert help near you with pensions, investments, retirement planning and more

Jo Bracewell - True Potential Wealth Management

Hanley castle

FCA verified

Our aim is to revolutionise the way wealth management is delivered. We believe that by using technology to deliver financial services, we empower financial advisers and their clients to take control of their futures.

Clients
helped

110

Minimum
wealth

£50k+

Can help with

Pensions & retirement

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Mather and Murray Financial

Ripple

FCA verified

Independent pension and investment advice. Initial no obligation meeting at no cost. Whole of market mortgage and protection advisers.

Clients
helped

2976

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

Montpellier Asset Management

Ripple

FCA verified

A trustworthy and diligent Wealth Management Company whose team have a combined 150+ years of experience within the Wealth Management and Financial Advice sectors.

Clients
helped

218

Minimum
wealth

£250k+

Can help with

Pensions & retirement

Start enquiry View profile

Ascot Lloyd

Upton upon severn

FCA verified

At Ascot Lloyd, we believe financial advice should be clear, straightforward and genuinely helpful, not confusing and full of unnecessary jargon.

Clients
helped

1727

Minimum
wealth

£150k+

Can help with

Pensions & retirement

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Wren Sterling

Upton upon severn

FCA verified

We're an Independent Financial Adviser, working with private individuals and corporate clients. Whether you're looking to change your existing adviser or you're totally new to financial planning, Wren Sterling has a service to suit you.

Clients
helped

1854

Minimum
wealth

£50k+

Can help with

Pensions & retirement

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Glevum Wealth Management

Northway

FCA verified

Glevum Wealth Management provide broad based advice, mainly to families, directors, professionals and retired clients helping them with practical solutions to the financial issues that concern them.

Clients
helped

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

Flying Colours Advice

Evesham

FCA verified

Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.

Clients
helped

19932

Minimum
wealth

£250k+

Can help with

Pensions & retirement

Start enquiry View profile

Saltus Partners LLP

Tewkesbury

FCA verified

Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.

Clients
helped

966

Minimum
wealth

£250k+

Can help with

Pensions & retirement

Start enquiry View profile

Kind Wealth

Evesham

FCA verified

Our purpose is helping families prosper through providing excellent financial planning and mortgage advice to our clients.

Clients
helped

Minimum
wealth

£150k+

Can help with

Pensions & retirement

Start enquiry View profile

Hartsfield Financial Services Ltd

Tewkesbury

FCA verified

We’re a team of independent financial planners based across the South West. We improve the financial wellbeing of business owners, professionals, those approaching retirement and those in retirement.

Clients
helped

375

Minimum
wealth

£150k+

Can help with

Pensions & retirement

Start enquiry View profile

Show only advisers available for contact

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.