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

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

Neil Dawson - True Potential Wealth Management

Birmingham

FCA verified

I have been advising my clients for over 20 years, with particular expertise in redundancy benefits and pension & retirement planning. I will guide you through the complexities of planning, allowing you to make fully informed decisions about your future.

Clients
helped

123

Minimum
wealth

£100k+

Can help with

Pensions & retirement

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Fairstone Group

Birmingham

FCA verified

Fairstone originated in the Northeast of England in 2008 and now has national coverage through a number of locally based offices. With a 5* Trustpilot rating & 14,250 reviews, Fairstone strive to be “The most trusted wealth management firm in the UK"

Clients
helped

14503

Minimum
wealth

£0+

Can help with

Pensions & retirement

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The Private Office

Birmingham

FCA verified

Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.

Clients
helped

38122

Minimum
wealth

£150k+

Can help with

Pensions & retirement

Start enquiry View profile

Henderson Stone & Co Ltd

Hunnington

FCA verified

As a registered firm with the Financial Conduct Authority, we offer professional advice across a range of regulated products and are restricted to leading providers. We have chosen to be part of the Quilter Financial Planning Network.

Clients
helped

Minimum
wealth

£0+

Can help with

Insurance & protection

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Henderson Stone & Co Ltd

Birmingham

FCA verified

Clients
helped

Minimum
wealth

£0+

Can help with

Insurance & protection

Start enquiry View profile

Douglas Steers & Company

Birmingham

FCA verified

Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.

Clients
helped

9695

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

Nasreen Akhter - Whateley Wealth Management Ltd

Birmingham

FCA verified

We are a local, friendly and professional financial advisory firm offering advice in all aspects of financial planning.

Clients
helped

371

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

Saltus Partners LLP

Halesowen

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

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.

Clients
helped

231

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

Ascot Lloyd

Birmingham

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

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.