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

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  • 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!
    5335
    £100k+
    Can help with
    Pensions & retirement

  • Cooper Parry Wealth

    Rowley regis
    FCA verified
    We are multi award winning and one of the fastest growing financial planning firms in the UK. We build a genuine understanding of you and what you want to get from life.
    18
    £250k+
    Can help with
    Pensions & retirement

  • True Potential Wealth Management - Jason Lynch

    Rowley regis
    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 planning.
    349
    £100k+
    Can help with
    Pensions & retirement
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  • 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!
    250
    £0+
    Can help with
    Pensions & retirement

  • ISJ Independent Financial Planning

    Coventry
    FCA verified
    I’m not your typical Award winning Chartered Financial-planner. I provide professional, relaxed advice, to people retiring, divorcing or with money to Invest
    73
    £100k+
    Can help with
    Pensions & retirement

  • Raymond James Investment Services

    Coventry
    FCA verified
    Truly personal wealth and investment management services for a life well planned. Making your investments work for you - Stocks and Shares, ISAs, Pensions and Offshore Bonds. Discretionary Managed portfolios tailored to you.
    44
    £150k+
    Can help with
    Pensions & retirement

  • Quilter Cheviot Financial Planning (North East & Midlands)

    Wolverhampton
    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.
    285
    £250k+
    Can help with
    Pensions & retirement

  • Whateley Wealth Management Ltd

    Birmingham
    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.
    264
    £50k+
    Can help with
    Pensions & retirement

  • Canaccord Genuity Wealth Management (CGWM)

    Birmingham
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    443
    £250k+
    Can help with
    Pensions & retirement

  • Simpson Financial Services Limited

    Cradley heath
    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.
    147
    £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.