Top 10 Independent (IFAs) & Restricted Financial Advisers in Cofton Hackett Cp

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  • Whateley Wealth Management Ltd

    Cofton hackett
    FCA verified
    We are Independent Financial Advisers giving best advice on how to build your prosperity with a solution which is bespoke and balanced to your exact needs. We firmly believe everyone deserves a secure financial future.
    251
    £50k+
    Can help with
    Pensions & retirement

  • AFH Wealth Management Ltd

    Birmingham
    FCA verified
    I am an experienced IFA with over 16 years providing tailored solutions to clients after understanding their goals. All done in a relaxed, friendly jargon free manner and with the support of AFH and all the benefits of being part of a national firm.
    14
    £100k+
    Can help with
    Pensions & retirement

  • Whateley Wealth Management Ltd - Daisy Whateley

    Lickey and blackwell
    FCA verified
    We are a local, friendly and professional financial advisory firm offering advice in all aspects of financial planning.
    17
    £0+
    Can help with
    Pensions & retirement
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  • Attivo

    Birmingham
    FCA verified
    We have a team of highly qualified people, and have chosen to remain independent as we think clients should have access to unbiased advice and products from the whole of the market. Stephen Harper Chairman of Attivo
    130
    £100k+
    Can help with
    Financial planning

  • Donna Malone Financial Advice Ltd

    Birmingham
    FCA verified
    Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them.
    97
    £50k+
    Can help with
    Pensions & retirement

  • Pensionhelp Ltd

    Birmingham
    FCA verified
    Pensionhelp are industry recognised as expert providers of high quality specialist pension transfer advice.
    22
    £100k+
    Can help with
    Pensions & retirement

  • Matt Pearson - KLO Financial Services Ltd

    Alvechurch
    FCA verified
    We Offer Effective Solutions For All Aspects Of Financial Management Independent Advice Tailored to You
    81
    £0+
    Can help with
    Pensions & retirement

  • 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.
    4905
    £50k+
    Can help with
    Pensions & retirement

  • Douglas Steers & Company

    Birmingham
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    4629
    £50k+
    Can help with
    Pensions & retirement

  • Edward Bond Associates

    Birmingham
    FCA verified
    Personal and professional advice from a Certified Financial Planner. We will work with you to understand your objectives and build a bespoke plan to help you achieve these.
    3779
    £0+
    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.