Top 10 Independent (IFAs) & Restricted Financial Advisers in Birmingham
Wren Sterling
Sutton coldfieldWe're an Independent Financial Adviser, working with private individuals and corporate clients. Whether you're looking to change your existing adviser or you're totally new to financial planning, Wren Sterling has a service to suit you.
Clients
helped1494Minimum
wealth£100k+Pensions & retirementMInitial consultation free FCA verified IndependentRetirement Solutions (UK) Ltd
BirminghamWe are one of the UK's leading Retirement Advice firms. Our expert Protection advisers can provide you with market leading quotes, without obligation. Whatever your need, wherever in the UK you are based, we are confident we will be able to help you.
Clients
helped5287Minimum
wealth£0+Pensions & retirement+3Initial consultation free FCA verified IndependentSummit Financial Advisors and Wealth Management Ltd (M&G Wealth Advice)
BirminghamWe aim help you achieve your goals and aspirations but guiding you through your personalised financial planning needs. We help build protect and pass on wealth through our holistic planning approach.
Clients
helped< 10Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified RestrictedNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Canaccord Genuity Wealth Management (CGWM)
BirminghamAt Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
Clients
helped671Minimum
wealth£500k+Pensions & retirementMInitial consultation free FCA verified IndependentAzets Wealth Management
BirminghamWe deliver independent financial planning tailored to you, ensuring you are able to achieve and maintain financial freedom.
Clients
helped249Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentDouglas Steers & Company
BirminghamExpert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped7522Minimum
wealth£50k+Pensions & retirement+7Initial consultation free FCA verified IndependentAdvice Rooms
BirminghamAdvice Rooms is a space for all individuals to receive bespoke advice regarding their financial planning.
Clients
helped473Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentDonna Malone Financial Advice Ltd
BirminghamOur 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.
Clients
helped177Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentMarc Lezar - PRG Financial Planners Ltd
BirminghamI will leave no stone unturned to ensure you have complete peace of mind with all your financial matters!
Clients
helped295Minimum
wealth£0+Pensions & retirementMInitial consultation free FCA verified RestrictedFairstone Group
BirminghamFairstone 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
helped12394Minimum
wealth£0+Pensions & retirementInitial 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.