Top 10 Independent (IFAs) & Restricted Financial Advisers in West Midlands

I need advice on
Total assets
My postcode
First meeting is free

  • Simpson Financial Services Ltd

    Solihull
    FCA verified
    Simpson Financial Services was established in 2004 with one aim – to provide you with the highest standard of financial advice and care. We help you reach your goals through financial planning, mortgage and protection advice, and wealth management.
    105
    £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.
    85
    £50k+
    Can help with
    Pensions & retirement

  • Neal and Co Financial Services Ltd

    Cradley heath
    FCA verified
    22
    £0+
    Can help with
    Pensions & retirement
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  • The Private Office

    Coventry
    FCA verified
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    27402
    £100k+
    Can help with
    Pensions & retirement

  • Attivo

    Sutton coldfield
    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
    145
    £100k+
    Can help with
    Financial planning

  • Luke Moloney at Truly Independent

    Sutton coldfield
    FCA verified
    I am an independent financial adviser with many years of experience in the industry. Being Truly Independent means that I can provide you with unrestricted and unbiased financial advice from the whole of the market.
    31
    £0+
    Can help with
    Pensions & retirement

  • True Potential Wealth Management - Jason Lynch

    Coventry
    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 palnning.
    265
    £100k+
    Can help with
    Pensions & retirement

  • CJP Financial Planning Limited

    Walsall
    FCA verified
    Professional & Experienced Advice call CJP Financial Planning. First meeting provided our cost.
    45
    £50k+
    Can help with
    Pensions & retirement

  • Sigma Wealth Partners

    Wolverhampton
    FCA verified
    We listen to your needs, your hopes your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.
    188
    £50k+
    Can help with
    Pensions & retirement

  • AFH Wealth Management

    Birmingham
    FCA verified
    I'm a fully qualified Independent Financial Adviser, with a friendly and professional approach to providing independent and impartial advice.
    205
    £50k+
    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.