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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
Birmingham, West Midlands Combined Authority
Ascot Lloyd

Ascot Lloyd

Birmingham
Initial consultation free
FCA verified
Independent
At Ascot Lloyd, we believe financial advice should be clear, straightforward and genuinely helpful, not confusing and full of unnecessary jargon.
Clients
helped
1976
Minimum
wealth
£150k+
Meet the team
Catherine Wilde
Jason Barefoot
Kevin Broome
Craig Couldrick
Raj Chauhan
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
Evelyn Partners

Evelyn Partners

Birmingham
Initial consultation free
FCA verified
Restricted
"Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
Clients
helped
996
Minimum
wealth
£500k+
Meet the team
H
L
M
D
C
+6
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Stockbroking services
Gemini Wealth Management Ltd

Gemini Wealth Management Ltd

Birmingham
Initial consultation free
FCA verified
Independent
Gemini Wealth Management provides professional unbiased; financial products advice, financial planning, investment and tax efficiency advice to both private individuals and businesses.
Clients
helped
138
Minimum
wealth
£100k+
Meet the team
A
M
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care
Chamberlain Wealth Management Ltd

Chamberlain Wealth Management Ltd

Solihull
Initial consultation free
FCA verified
Independent
We believe that our clients should be ultimately in control of their finances. Clients needs are our priority.
Clients
helped
23
Minimum
wealth
£250k+
Meet the team
Robert Pryjmachuk
Natasha Groom
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
James Tucker - Blacktower Financial Management

James Tucker - Blacktower Financial Management

Birmingham
Initial consultation free
FCA verified
Independent
Tailored Wealth Management, Oension consolidations, Retirement Planning And Investment Solutions
Clients
helped
52
Minimum
wealth
£0+
Meet the team
James Tucker
Can help with
Expatriate finances
TheWealthPoint

TheWealthPoint

Birmingham
Initial consultation free
FCA verified
Independent
You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.
Clients
helped
3158
Minimum
wealth
£250k+
Meet the team
Sanjay Gambhir
M
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Ascot Lloyd

Ascot Lloyd

Sutton coldfield
Initial consultation free
FCA verified
Independent
At Ascot Lloyd, we believe financial advice should be clear, straightforward and genuinely helpful, not confusing and full of unnecessary jargon.
Clients
helped
1976
Minimum
wealth
£150k+
Meet the team
Catherine Wilde
Jason Barefoot
Craig Couldrick
Kevin Broome
Raj Chauhan
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
Fairstone Group

Fairstone Group

Birmingham
Initial consultation free
FCA verified
Independent
Fairstone is one of the top 10 wealth management companies in the UK with more than 50 offices across the country. With a 5-star Trustpilot rating and over 500 advisers, we offer a full range of financial advice and wealth management services.
Clients
helped
15109
Minimum
wealth
£0+
Meet the team
Daniel Lowe
Dom Richards
Lawrence Breese
Stewart Bicknell
Richard Wood
+1
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Azets Wealth Management

Azets Wealth Management

Birmingham
Initial consultation free
FCA verified
Independent
We deliver independent financial planning tailored to you, ensuring you are able to achieve and maintain financial freedom.
Clients
helped
273
Minimum
wealth
£50k+
Meet the team
Omar Din
Alex Bolton
Can help with
Pensions & retirement
Financial planning
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Purity Financial Services Limited

Purity Financial Services Limited

Birmingham
Initial consultation free
FCA verified
Independent
I help clients with their investment and pension/retirement planning. Contact me for a 'free' review and I am sure you will benefit.
Clients
helped
139
Minimum
wealth
£50k+
Meet the team
Lee Waterfall
Andrew Weaver
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Frequently Asked Questions about Financial Advisers in Birmingham