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

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  • Jo Bracewell - True Potential Wealth Management

    Rowley regis
    FCA verified
    Our aim is to revolutionise the way wealth management is delivered. We believe that by using technology to deliver financial services, we empower financial advisers and their clients to take control of their futures.
    100
    £50k+
    Can help with
    Pensions & retirement

  • Whateley Wealth Management Limited

    Smethwick
    FCA verified
    We are Independent Financial Advisers giving best advice on how to build your prosperity with a solution which is bespoke and balanced to your exact needs. We firmly believe everyone deserves a secure financial future.
    156
    £0+
    Can help with
    Pensions & retirement

  • Douglas Steers & Company

    Smethwick
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    4965
    £50k+
    Can help with
    Pensions & retirement
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  • Gresham Wealth Management Ltd

    Rowley regis
    FCA verified
    Committed to providing a high standard of service to enhance the customer experience and reputation of the sector.
    < 10
    £250k+
    Can help with
    Pensions & retirement

  • Ravi Jay at PSA Financial Services Ltd

    Rowley regis
    FCA verified
    107
    £50k+
    Can help with
    Pensions & retirement

  • Canaccord Genuity Wealth Management (CGWM)

    Smethwick
    FCA verified
    At Canaccord Genuity, we’re on a mission to help you build your wealth with confidence.
    Recently added
    £250k+
    Can help with
    Pensions & retirement

  • Neal and Co Financial Services Ltd

    Oldbury
    FCA verified
    22
    £0+
    Can help with
    Pensions & retirement

  • Simpson Financial Services Ltd

    Smethwick
    FCA verified
    Simpson Financial Services was established in 2004 with one aim – to provide you with the highest standard of financial advice and care. We help you reach your goals through financial planning, mortgage and protection advice, and wealth management.
    114
    £50k+
    Can help with
    Pensions & retirement

  • Donna Malone Financial Advice Ltd

    Rowley regis
    FCA verified
    Our 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.
    105
    £50k+
    Can help with
    Pensions & retirement

  • True Potential Wealth Management - Jason Lynch

    Rowley regis
    FCA verified
    I 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 planning.
    276
    £100k+
    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.