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

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  • Jerroms Financial Planning

    Bromsgrove
    FCA verified
    Independent financial advisers experienced in all aspects of retirement and investment planning, also consulting with small companies and business owners. Providing you financial peace of mind through a robust, bespoke financial plan.
    139
    £50k+
    Can help with
    Pensions & retirement

  • Nasreen Akhter - Whateley Wealth Management Ltd

    Bromsgrove
    FCA verified
    We are a local, friendly and professional financial advisory firm offering advice in all aspects of financial planning.
    351
    £50k+
    Can help with
    Pensions & retirement

  • Whateley Wealth Management Ltd

    Dodford and grafton
    FCA verified
    We are Chartered Financial Planners giving best advice on how to build your wealth with a solution which is bespoke and balanced to your exact needs. We have 15 years experience advising. We offer a free initial consultation appointment.
    264
    £50k+
    Can help with
    Pensions & retirement
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  • Whateley Wealth Management Ltd

    Cofton hackett
    FCA verified
    We are Chartered Financial Planners giving best advice on how to build your wealth with a solution which is bespoke and balanced to your exact needs. We have 15 years experience advising. We offer a free initial consultation appointment.
    264
    £50k+
    Can help with
    Pensions & retirement

  • AFH Wealth Management Ltd

    Birmingham
    FCA verified
    I am an experienced IFA with over 16 years providing tailored solutions to clients after understanding their goals. All done in a relaxed, friendly jargon free manner and with the support of AFH and all the benefits of being part of a national firm.
    19
    £100k+
    Can help with
    Pensions & retirement

  • Whateley Wealth Management Ltd

    Romsley
    FCA verified
    We are Chartered Financial Planners giving best advice on how to build your wealth with a solution which is bespoke and balanced to your exact needs. We have 15 years experience advising. We offer a free initial consultation appointment.
    264
    £50k+
    Can help with
    Pensions & retirement

  • Saltus Partners LLP

    Redditch
    FCA verified
    Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.
    566
    £250k+
    Can help with
    Pensions & retirement

  • DAG Financial Solutions Ltd

    Redditch
    FCA verified
    We have been helping clients achieve their financial planning objectives for many years providing a trustworthy reliable service
    44
    £50k+
    Can help with
    Pensions & retirement

  • Hymans Robertson Personal Wealth

    Clent
    FCA verified
    93
    £100k+
    Can help with
    Pensions & retirement

  • Canaccord Genuity Wealth Management (CGWM)

    Birmingham
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    448
    £500k+
    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.