Top 10 Independent (IFAs) & Restricted Financial Advisers in Romsley Cp

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  • 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

  • Lopez Financial Planning (AR of M&G Wealth Advice)

    Halesowen
    FCA verified
    I help people achieve financial security by providing expertise across all areas of financial planning (incl protection, retirement and investments). My main drive is to provide clients with peace of mind and allow them to focus on what matters to them.
    Recently added
    £0+
    Can help with
    Pensions & retirement

  • MPI Financial Advice

    Halesowen
    FCA verified
    We provide a free update & advice service to help you understand your plans.
    4208
    £0+
    Can help with
    Pensions & retirement
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  • My Pension Expert

    Halesowen
    FCA verified
    We’re the UK’s leading at-retirement specialist and trusted by thousands to offer regulated, independent financial advice. But don’t just take our word for it…check out our 5 star reviews on Trustpilot with over 5,000+ reviews.
    188
    £0+
    Can help with
    Pensions & retirement

  • Hymans Robertson Personal Wealth

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

  • Saltus Partners LLP

    Halesowen
    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.
    567
    £250k+
    Can help with
    Pensions & retirement

  • Luke Moloney at Truly Independent

    Halesowen
    FCA verified
    I am an independent financial adviser with many years of experience in the industry. Being Truly Independent means that I can provide you with unrestricted and unbiased financial advice from the whole of the market.
    56
    £0+
    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.
    6549
    £50k+
    Can help with
    Pensions & retirement

  • Nasreen Akhter - Whateley Wealth Management Ltd

    Halesowen
    FCA verified
    We are a local, friendly and professional financial advisory firm offering advice in all aspects of financial planning.
    332
    £50k+
    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.
    11758
    £0+
    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.