Top 10 Independent (IFAs) & Restricted Financial Advisers in Lichfield

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  • Gemini Wealth Management Ltd

    Lichfield
    FCA verified
    Gemini Wealth Management provides professional unbiased; financial products advice, financial planning, investment and tax efficiency advice to both private individuals and businesses.
    79
    £100k+
    Can help with
    Pensions & retirement

  • Ascot Lloyd

    Lichfield
    FCA verified
    One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
    708
    £150k+
    Can help with
    Pensions & retirement

  • Clear Solutions Wealth and Tax Management

    Lichfield
    FCA verified
    Clear Solutions offers bespoke financial advice and solutions throughout the Midlands and London, specialising in financial planning, investments, retirement and inheritance tax planning.
    20
    £250k+
    Can help with
    Pensions & retirement
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  • Luke Moloney at Truly Independent

    Lichfield
    FCA verified
    I am an independent financial adviser with many years of experience in the industry. Being Truly Independent means that I can provide you with unrestricted and unbiased financial advice from the whole of the market.
    52
    £0+
    Can help with
    Pensions & retirement

  • Medics Wealth Management

    Lichfield
    FCA verified
    As Chartered Financial Planners we offer independent, professional advice on Pensions and Investments.
    69
    £50k+
    Can help with
    Pensions & retirement

  • Andrew Carley - True Potential Wealth Management LLP

    Lichfield
    FCA verified
    True Potential provides experienced advice bespoke to each individual client or company. Recognising that everyone’s personal situations are unique, we will take the time to get to know you, what’s important and work with you every step of the way.
    98
    £100k+
    Can help with
    Pensions & retirement

  • Robin Place - Four Oaks Financial Services Limited

    Lichfield
    FCA verified
    Robin provides Financial Planning and Retirement Advice on Investments, Pensions, Long Term Care, Protection and Inheritance Tax.
    63
    £250k+
    Can help with
    Pensions & retirement

  • Matt Pearson - Prosperity Wealth Ltd

    Lichfield
    FCA verified
    We Offer Effective Solutions For All Aspects Of Financial Management Independent Advice Tailored to You
    102
    £0+
    Can help with
    Pensions & retirement

  • Robin Place - Four Oaks Financial Services Limited

    Burntwood
    FCA verified
    Robin provides Financial Planning and Retirement Advice on Investments, Pensions, Long Term Care, Protection and Inheritance Tax.
    63
    £250k+
    Can help with
    Pensions & retirement

  • The Private Office

    Burntwood
    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.
    30057
    £100k+
    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.