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

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  • Donna Malone Financial Advice Ltd

    Rowley regis
    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.
    149
    £50k+
    Can help with
    Pensions & retirement

  • Advice Rooms

    Birmingham
    FCA verified
    Advice Rooms is a space for all individuals to receive bespoke advice regarding their financial planning.
    395
    £50k+
    Can help with
    Pensions & retirement

  • Ravi Jay at PSA Financial Services Ltd

    Birmingham
    FCA verified
    121
    £100k+
    Can help with
    Pensions & retirement
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  • The Private Office

    Stourbridge
    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.
    31015
    £100k+
    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.
    484
    £500k+
    Can help with
    Pensions & retirement

  • Neil Dixon at True Potential Weath Management

    Rowley regis
    FCA verified
    A Chartered Financial Planner & Pensions Specialist, giving quality advice to clients, nationwide. I will help you achieve your retirement dreams. I hold the relevant qualifications to advise in the complex area of Defined Benefit/Final Salary schemes.
    139
    £150k+
    Can help with
    Pensions & retirement

  • 2020 Financial Advice

    Wolverhampton
    FCA verified
    You work hard for your money. Does your money work hard for you?
    406
    £100k+
    Can help with
    Pensions & retirement

  • 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.
    334
    £50k+
    Can help with
    Pensions & retirement

  • Central Financial Planning Ltd

    Solihull
    FCA verified
    Award winning Chartered & Certified financial planners giving personal local independent advice
    28
    £100k+
    Can help with
    Pensions & retirement

  • Humboldt Financial

    Bilston
    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.
    1591
    £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.