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

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

    Birmingham
    FCA verified
    As a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.
    2427
    £50k+
    Can help with
    Pensions & retirement

  • Ascot Lloyd

    Birmingham
    FCA verified
    One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
    1634
    £150k+
    Can help with
    Pensions & retirement

  • Affinity Financial Planning

    Birmingham
    FCA verified
    Delivering professional and expert financial advice for Pension Planning, Investment Planning & Protection.
    34
    £50k+
    Can help with
    Pensions & retirement
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  • Titan Wealth International

    Birmingham
    FCA verified
    AHR Private Clients is a UK High & Ultra High Net Worth provider of Independent Financial Advice within the UK offering a clear and focused proposition for the benefit of our clients retaining their interests at the heart of everything we do.
    652
    £250k+
    Can help with
    Pensions & retirement

  • Azets Wealth Management

    Birmingham
    FCA verified
    We deliver independent financial planning tailored to you, ensuring you are able to achieve and maintain financial freedom.
    269
    £50k+
    Can help with
    Pensions & retirement

  • True Potential Wealth Management - Jason Lynch

    Birmingham
    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.
    460
    £100k+
    Can help with
    Pensions & retirement

  • James Tucker - Blacktower Financial Management

    Birmingham
    FCA verified
    Tailored Wealth Management, Oension consolidations, Retirement Planning And Investment Solutions
    12
    £0+
    Can help with
    Expatriate finances

  • Prosper

    Birmingham
    FCA verified
    At Prosper, we combine fair-fee wealth management with trusted guidance from our expert partners—helping you grow your wealth with confidence and bring your goals within reach.
    366
    £50k+
    Can help with
    Pensions & retirement

  • Warwick Wealth Management Ltd

    Wishaw
    FCA verified
    YOU are the focus of our business: You, your life, your family, your future.
    120
    £50k+
    Can help with
    Pensions & retirement

  • The Pension Planner

    Birmingham
    FCA verified
    We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in the Birmingham helping people at every stage of retirement to maximise their pension and achieve their ideal lifestyle. We aim to make your retirement as simple as possible!
    5621
    £100k+
    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.