Top 10 Independent (IFAs) & Restricted Financial Advisers in West Midlands
Quilter 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 RestrictedSigma Wealth Partners
BilstonWe listen to your needs, your hopes your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.
Clients
helped253Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentNigel Francis - Just Wealth
WolverhamptonI advise on a comprehensive range of financial services, including • Personal protection - life, critical illness and income protection • Director and employee protection for small businesses • Financial planning, investments and pensions
Clients
helped29Minimum
wealth£250k+Insurance & protectionInitial consultation free FCA verified RestrictedNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.MPI Financial Advice
SolihullWe provide a free update & advice service to help you understand your plans.
Clients
helped5394Minimum
wealth£0+Pensions & retirementSHInitial consultation free FCA verified Independent- Clients
helped83Minimum
wealth£50k+Pensions & retirementJInitial consultation free FCA verified Independent Humboldt Financial
WalsallAs 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.
Clients
helped1894Minimum
wealth£50k+Pensions & retirement+1Initial consultation free FCA verified IndependentSelect Wealth Management
SolihullAs independent financial advisers we are able to put the client at the heart of all we do. We have a fantastic ongoing review service offering 3 levels of service on a fixed fee basis, allowing us to treat all our clients fairly.
Clients
helped125Minimum
wealth£50k+Pensions & retirementDMInitial consultation free FCA verified IndependentSedulo Wealth Management
SolihullWe believe planning is the core of wealth management, so we help you structure your wealth for what’s important to you and your family. The Sedulo Wealth financial planning service puts you, and your needs, front and centre.
Clients
helped12Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentFairstone Group
BilstonFairstone incorporates one of the largest chartered financial planning firms in the UK. Our vision is to become the most trusted wealth management firm in the UK. We are the number one rated wealth management house on Trustpilot.
Clients
helped12451Minimum
wealth£0+Pensions & retirement+1Initial consultation free FCA verified IndependentHumboldt Financial
BirminghamAs 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.
Clients
helped1894Minimum
wealth£50k+Pensions & retirement+1Initial 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.