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

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  • Warwick Wealth Management Ltd

    Wolverhampton
    FCA verified
    YOU are the focus of our business: You, your life, your family, your future.
    104
    £50k+
    Can help with
    Pensions & retirement

  • Canaccord Genuity Wealth Management (CGWM)

    Cradley heath
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    358
    £250k+
    Can help with
    Pensions & retirement

  • Ascot Lloyd

    Sutton coldfield
    FCA verified
    One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
    730
    £150k+
    Can help with
    Pensions & retirement
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  • Richard Wood - PROSPERITY FINANCIAL GROUP, INC.

    Birmingham
    FCA verified
    Your best interests are at the core of everything that I do on your behalf. I believe it’s my ability to build strong relationships with my clients that is key to success for both
    446
    £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!
    5325
    £100k+
    Can help with
    Pensions & retirement

  • Nabil Kazi at Truly Independent

    Rowley regis
    FCA verified
    We are a UK-wide financial advice firm, listed as one of the top 100 by FTAdvisers. Our network of independent financial advisers cover the whole financial services market.
    62
    £50k+
    Can help with
    Pensions & retirement

  • Chamberlain Wealth Management Ltd

    Solihull
    FCA verified
    We believe that our clients should be ultimately in control of their finances. Clients needs are our priority.
    23
    £250k+
    Can help with
    Pensions & retirement

  • PL Wealth & Pensionlite

    Birmingham
    FCA verified
    Your financial future is directly tied to your lifestyle both now and in the future. 160 years of experience managing wealth, protecting lifestyles and creating plans that give you and your family a future where your wealth works for you.
    289
    £500k+
    Can help with
    Pensions & retirement

  • Marc Lezar - PRG Financial Planners Ltd

    Birmingham
    FCA verified
    I will leave no stone unturned to ensure you have complete peace of mind with all your financial matters!
    232
    £0+
    Can help with
    Pensions & retirement

  • Quilter Cheviot Financial Planning (North East & Midlands)

    Stourbridge
    FCA verified
    We’re here to help secure your financial future by supporting you with trusted advice every step of the way. Our experienced planners are here to help with whatever you need, whenever you need it.
    274
    £250k+
    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.