Top 10 Independent (IFAs) & Restricted Financial Advisers in Frankley Cp
True Potential Wealth Management - Jason Lynch
BirminghamI 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 palnning.
Clients
helped392Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified RestrictedDouglas 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 IndependentFairstone 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 IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.The Private Office
BirminghamIndependent, 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.
Clients
helped32612Minimum
wealth£100k+Pensions & retirement+44Initial consultation free FCA verified IndependentNeil Dawson - True Potential Wealth Management
BirminghamI have been advising my clients for over 20 years, with particular expertise in redundancy benefits and pension & retirement planning. I will guide you through the complexities of planning, allowing you to make fully informed decisions about your future.
Clients
helped27Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified RestrictedDouglas 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 IndependentNasreen Akhter - Whateley Wealth Management Ltd
BirminghamWe are a local, friendly and professional financial advisory firm offering advice in all aspects of financial planning.
Clients
helped347Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentFlying Colours Advice
BirminghamFlying 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.
Clients
helped18926Minimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified IndependentCanaccord 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 IndependentSaltus Partners LLP
HalesowenOur 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.
Clients
helped682Minimum
wealth£250k+Pensions & retirement+18Initial 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.