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If you want an IFA, Birmingham has a great choice. Whether you aspire to buy a house in Mosely, or buy a holiday home to allow escape from Birmingham, the right IFA can help make your financial dreams a reality. Just make contact with one of these rated Independent Financial Advisors in Birmingham.

Contributor

78%

MATCH FOR YOU

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5.0out of 5

Natalia Lingiah

More Info
% clients advised in each area  :

Investments

55%

Annuities

9%

Pensions

55%

Insurance & Protection

18%

Later life planning

18%
I am a Chartered Financial Planner with a degree in Economics. My principal focus is to assist my clients to make better, more informed financial dec... Read More
Serves clients with: Over £100k of investable assets or household income
Natalia's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Chartered Financial Planner
Contributor

75%

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4.8out of 5

Thomas Dickson

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% clients advised in each area  :

Investments

88%

Annuities

29%

Mortgages

54%

Pensions

96%

Insurance & Protection

71%

Later life planning

8%
Essential Money is one of the leading IFAs specialising in providing financial advice for DENTISTS and is a member of the ASPD Association of Speciali... Read More
Serves clients with: Over £500k of investable assets or household income
Thomas's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Contributor

74%

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4.8out of 5

Luella Keeley

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% clients advised in each area  :

Investments

53%

Annuities

24%

Pensions

53%

Insurance & Protection

24%

Later life planning

18%
As well as being a Chartered Financial Planner with high level technical skills, I am one of only 30 or so Registered Life Planners in the UK who have... Read More
Serves clients with: Over £500k of investable assets or household income
Luella's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Chartered Financial Planner
Contributor

66%

MATCH FOR YOU

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4.9out of 5

Robert Pryjmachuk

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Services:  General Financial Planning, Investments & Savings, Tax Planning, Pension and Retirement
I am the founder and Managing Director at Chamberlain and the authorised investment advisor and have been in the financial services industry for over ... Read More
Serves clients with: Over £250k of investable assets or household income
Contributor

64%

MATCH FOR YOU

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4.8out of 5

Steve Read

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% clients advised in each area  :

Investments

71%

Annuities

21%

Pensions

64%

Insurance & Protection

21%

Later life planning

21%
As a Chartered Financial planner I have considerable experience in Pension & Investment Advice. For those close to retirement our Open Market Pensio... Read More
Serves clients with: Any level of wealth
Steve's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Chartered Financial Planner
Contributor

63%

MATCH FOR YOU

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5.0out of 5

Adrian Pickersgill

More Info
Services:  General Financial Planning, Investments & Savings, Tax Planning, Pension and Retirement
Planning for your financial today and future are the cornerstones of ensuring you can continue living the life you have or achieving the life you want... Read More
Serves clients with: Over £500k of investable assets or household income
Adrian's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years

Latest client reviews of Birmingham IFAs

Following a bad experience with a previous company, I decided to" go local" and selected G..... The web site is fully comprehensive and easy to use.We are very pleased that we made the change !    Read More
BRIAN CURRIER
I have known CWM (Robert Pryjmachuk) for several years. I have found both Robert and the team at CWM....sional. They have never forced a finactial decision on us but work with us to achieve common goals.    Read More
Robert Gumbley

Can't find the right Birmingham IFA?

Please Note: We have not yet been able to verify the following individuals provide independent financial advice. They are, or have been, registered with relevant bodies or regulators at addresses in Birmingham.

Tony ForsterCorporate & Residential Financial Services
Paul BurtonWesleyan Unit Trust Managers Limited
Emma DuffWesleyan Financial Services Ltd
John GriptonCapital Dynamics Limited
Mike FellKey Capital Partners LLP
Helen ParkerClay Rogers and Partners Limited
Richard UsmarPremier Planning Plc
Lawrence CheckPKF Financial Planning Limited
Looking for a different Independent Financial Advisor (IFA) in Birmingham? Search by name