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

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  • Gransha Financial Services Limited

    Birmingham
    FCA verified
    If you are looking for a high quality mortgage or financial advice in Leicester and Leicestershire then you have come to the right place.
    84
    £100k+
    Can help with
    Pensions & retirement

  • Steve Harris at True Potential Wealth Management

    Birmingham
    FCA verified
    Ensuring that your finances are being looked after and managed effectively, from an investment and tax perspective, is vitally important. Mistakes can be costly. This is where my knowledge, and expertise can help you achieve your financial dreams.
    89
    £100k+
    Can help with
    Pensions & retirement

  • Newstead Clark

    Sutton coldfield
    FCA verified
    Newstead Clark Financial Services offers personalised advice that’s tailored to your individual circumstances and financial goals. They take pride in building long-lasting relationships with their clients, based on trust, integrity, and transparency.
    139
    £50k+
    Can help with
    Pensions & retirement
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  • The Pension Planner

    Birmingham
    FCA verified
    We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in the Birmingham 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!
    5282
    £100k+
    Can help with
    Pensions & retirement

  • Flying Colours

    Birmingham
    FCA verified
    Flying 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.
    17169
    £100k+
    Can help with
    Pensions & retirement

  • Wren Sterling

    Birmingham
    FCA verified
    We'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.
    1149
    £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.
    15
    £100k+
    Can help with
    Pensions & retirement

  • Attivo

    Birmingham
    FCA verified
    We have a team of highly qualified people, and have chosen to remain independent as we think clients should have access to unbiased advice and products from the whole of the market. Stephen Harper Chairman of Attivo
    148
    £100k+
    Can help with
    Financial planning

  • Humboldt Financial

    Birmingham
    FCA verified
    As a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.
    5074
    £50k+
    Can help with
    Pensions & retirement

  • Mazars Financial Planning Limited

    Sutton coldfield
    FCA verified
    At Mazars, we believe personal financial planning should be holistic, which is why our private client team consists of experienced experts, including financial planners, wealth managers and tax advisers.
    412
    £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.