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

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  • Furnley House

    Bilston
    FCA verified
    We're here to help you achieve your dreams.
    123
    £100k+
    Can help with
    Pensions & retirement

  • Octopus Money

    Oldbury
    FCA verified
    We believe everyone deserves affordable, 1-to-1 help with their money. We bring together all the pieces of your financial life and make sure your savings, investments and pensions are all on track for the life you want to live.
    53
    £250k+
    Can help with
    Pensions & retirement

  • The Private Office

    Sutton coldfield
    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.
    30296
    £100k+
    Can help with
    Pensions & retirement
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  • 2020 Financial Advice

    Wolverhampton
    FCA verified
    You work hard for your money. Does your money work hard for you?
    396
    £100k+
    Can help with
    Pensions & retirement

  • Colin Hart - True Potential Wealth Management

    Coventry
    FCA verified
    Financial Times (Adviser) - SIPP Adviser of The Year. As part of the award winning True Potential Group, our aim is to revolutionise the way wealth management is delivered offering a wide range of financial services, including DB Pensions advice.
    25
    £500k+
    Can help with
    Pensions & retirement

  • Douglas Steers & Company

    Sutton coldfield
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    6392
    £50k+
    Can help with
    Pensions & retirement

  • Meriden Financial Planning Limited

    Stourbridge
    FCA verified
    Choosing a local financial adviser you can trust may seem a daunting task, but if you need help with a financial decision it’s worth persevering. A good financial adviser can save you money and a lot of worry.
    194
    £50k+
    Can help with
    Pensions & retirement

  • Ascot Lloyd

    Birmingham
    FCA verified
    One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
    744
    £150k+
    Can help with
    Pensions & retirement

  • Hymans Robertson Personal Wealth

    Birmingham
    FCA verified
    85
    £100k+
    Can help with
    Pensions & retirement

  • Ingenious Financial Solutions

    Fordbridge
    FCA verified
    We provide sound, financial solutions for our client's needs for today and for their future.
    316
    £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.