Top 10 Independent (IFAs) & Restricted Financial Advisers in Birmingham
Wren Sterling
Sutton coldfieldWe're an Independent Financial Adviser, working with private individuals and corporate clients. Whether you're looking to change your existing adviser or you're totally new to financial planning, Wren Sterling has a service to suit you.
Clients
helped1517Minimum
wealth£100k+Pensions & retirementMInitial consultation free FCA verified IndependentWarwick Wealth Management Ltd
WishawYOU are the focus of our business: You, your life, your family, your future.
Clients
helped111Minimum
wealth£50k+Pensions & retirementRInitial consultation free FCA verified IndependentThe Private Office
Sutton coldfieldIndependent, 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.
Clients
helped32771Minimum
wealth£100k+Pensions & retirement+33Initial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Ascot Lloyd
Sutton coldfieldOne of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
Clients
helped1004Minimum
wealth£150k+Pensions & retirementCKRInitial consultation free FCA verified IndependentQuilter Cheviot Financial Planning (North East & Midlands)
BirminghamWe’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.
Clients
helped330Minimum
wealth£250k+Pensions & retirement+4Initial consultation free FCA verified RestrictedMarc Lezar - PRG Financial Planners Ltd
BirminghamI will leave no stone unturned to ensure you have complete peace of mind with all your financial matters!
Clients
helped304Minimum
wealth£0+Pensions & retirementMInitial consultation free FCA verified RestrictedChamberlain Wealth Management Ltd
SolihullWe believe that our clients should be ultimately in control of their finances. Clients needs are our priority.
Clients
helped23Minimum
wealth£250k+Pensions & retirementInitial consultation free FCA verified IndependentNeil Dawson - True Potential Wealth Management
BirminghamI 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
helped29Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified RestrictedNeil Dawson - True Potential Wealth Management
BirminghamI 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
helped29Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified RestrictedWhateley Wealth Management Ltd
BirminghamWe 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.
Clients
helped272Minimum
wealth£50k+Pensions & retirementDInitial consultation free FCA verified Independent
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.