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

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  • Simpson Financial Services Limited

    Birmingham
    FCA verified
    Simpson Financial Services was established in 2004 with one aim – to provide you with the highest standard of financial advice and care. We help you reach your goals through financial planning, mortgage and protection advice, and wealth management.
    147
    £50k+
    Can help with
    Pensions & retirement
  • Douglas Steers & Company

    Birmingham
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    6392
    £50k+
    Can help with
    Pensions & retirement
  • Warwick Wealth Management Ltd

    Birmingham
    FCA verified
    YOU are the focus of our business: You, your life, your family, your future.
    105
    £50k+
    Can help with
    Pensions & retirement
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  • Hymans Robertson Personal Wealth

    Sutton coldfield
    FCA verified
    85
    £100k+
    Can help with
    Pensions & retirement
  • Fairstone Group

    Birmingham
    FCA verified
    Fairstone 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.
    11649
    £0+
    Can help with
    Pensions & retirement
  • Marc Lezar - PRG Financial Planners Ltd

    Birmingham
    FCA verified
    I will leave no stone unturned to ensure you have complete peace of mind with all your financial matters!
    238
    £0+
    Can help with
    Pensions & retirement
  • Sundeep Sindhu At Quilter Financial Advisers

    Birmingham
    FCA verified
    I am a Financial Planning Consultant with Quilter Financial Advisers, a leading provider of financial advice and services in the UK. I have over a decade of experience in providing financial planning advice across a broad range of areas.
    Recently added
    £0+
    Can help with
    Pensions & retirement
  • The Pension Planner

    Sutton coldfield
    FCA verified
    We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in Sutton Coldfield helping people at every stage of retirement to maximise their pension and achieve their ideal lifestyle. We aim to make your retirement as simple as possible!
    5327
    £100k+
    Can help with
    Pensions & retirement
  • Octopus Money

    Sutton coldfield
    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
  • 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

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.