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

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  • Douglas Steers & Company

    Birmingham
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    4692
    £50k+
    Can help with
    Pensions & retirement

  • Warwick Wealth Management Ltd

    Wishaw
    FCA verified
    YOU are the focus of our business: You, your life, your family, your future.
    85
    £50k+
    Can help with
    Pensions & retirement

  • Donna Malone Financial Advice Ltd

    Birmingham
    FCA verified
    Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them.
    98
    £50k+
    Can help with
    Pensions & retirement
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  • Douglas Steers & Company

    Birmingham
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    4692
    £50k+
    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

  • Pensionhelp Ltd

    Birmingham
    FCA verified
    Pensionhelp are industry recognised as expert providers of high quality specialist pension transfer advice.
    22
    £100k+
    Can help with
    Pensions & retirement

  • Flying Colours

    Birmingham
    FCA verified
    Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
    17024
    £100k+
    Can help with
    Pensions & retirement

  • Steve Harris at True Potential Wealth Management

    Birmingham
    FCA verified
    Ensuring that your finances are being looked after and managed effectively, from an investment and tax perspective, is vitally important. Mistakes can be costly. This is where my knowledge, and expertise can help you achieve your financial dreams.
    85
    £100k+
    Can help with
    Pensions & retirement

  • PJ Collier Financial Services Ltd

    Sutton coldfield
    FCA verified
    PJ Collier Financial Services Limited are a family run independent financial advisers based in Leicestershire. We pride ourselves on caring deeply and personally about helping all of our clients in any way we can.
    25
    £100k+
    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.
    27174
    £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.