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

I need advice on
Total assets
My postcode
First meeting is free

  • True Potential Wealth Management - Jason Lynch

    Rowley regis
    FCA verified
    I am a Chartered Financial Planner, Pensions expert and Partner with True Potential Wealth Management, specialising in the complex area of Defined Benefit/Final Salary pension advice, investments and inheritance tax planning.
    263
    £100k+
    Can help with
    Pensions & retirement

  • The Private Office

    Coventry
    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.
    27174
    £100k+
    Can help with
    Pensions & retirement

  • Whateley Wealth Management Limited

    Kingswinford
    FCA verified
    We 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.
    147
    £0+
    Can help with
    Pensions & retirement
    Not sure which adviser to pick?
    Answer a few questions to help us find you the perfect match.
    Get matched

  • Quilter Cheviot Financial Planning (North East & Midlands)

    Birmingham
    FCA verified
    We’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.
    216
    £250k+
    Can help with
    Pensions & retirement

  • Central Financial Planning Ltd

    Fordbridge
    FCA verified
    Award winning chartered financial planning firm giving quality independent advice
    28
    £100k+
    Can help with
    Pensions & retirement

  • Newstead Clark

    Sutton coldfield
    FCA verified
    Newstead Clark Financial Services offers personalised advice that’s tailored to your individual circumstances and financial goals. They take pride in building long-lasting relationships with their clients, based on trust, integrity, and transparency.
    136
    £50k+
    Can help with
    Pensions & retirement

  • Wren Sterling

    Wolverhampton
    FCA verified
    We're an Independent Financial Adviser, working with private individuals and corporate clients.
    1129
    £50k+
    Can help with
    Pensions & retirement

  • PL Wealth & Pensionlite

    Birmingham
    FCA verified
    Your financial future is directly tied to your lifestyle both now and in the future. 160 years of experience managing wealth, protecting lifestyles and creating plans that give you and your family a future where your wealth works for you.
    228
    £100k+
    Can help with
    Pensions & retirement

  • Humboldt Financial

    Birmingham
    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.
    4959
    £50k+
    Can help with
    Pensions & retirement

  • Financial Design (Ifa) Ltd

    Coventry
    FCA verified
    We value face to face advice and feel we work hard to give our clients a better outcome
    39
    £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.