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Location Guide

Financial Advisers in Birmingham

32 FCA-authorised advisers · West Midlands · 4.3★ average Google rating

There are 32 FCA-authorised financial advisers in Birmingham, West Midlands. All firms listed here are verified against the FCA Financial Services Register and must hold the minimum QCF Level 4 qualification.

Common advice specialisms among Birmingham advisers include Investments, Mortgages and Pensions. You can filter by specialism below, or search by postcode to find advisers closest to you. All advisers are free to contact for an initial consultation.

0.0 mi
4.8
(16)
MortgagesPensionsRetirement+1

FINLI (FA92) LIMITED

FCA Verified

Royal Sutton Coldfield, B72

0.0 mi
MortgagesAlternative InvestmentsPensions+2

Phoenix Wealth Services Limited

FCA Verified

Birmingham, B1

0.0 mi
4.7
(3)
InvestmentsPensions
Disciplinary History

Hall Financial Planners Ltd

FCA Verified

Sutton Coldfield, B73

0.0 mi
5.0
(91)
MortgagesPensionsRetirement+1

RVW WealthCare Ltd

FCA Verified

BIRMINGHAM, B28

0.0 mi
Alternative InvestmentsPensionsRetirement+1

OPUS Independent Financial Planning Limited

FCA Verified

Sutton Coldfield, B72

0.0 mi
5.0
(4)
MortgagesAlternative InvestmentsPensions+2

Driftworks LTD

FCA Verified

Birmingham, B11

0.0 mi
4.4
(130)
Mortgages

Gateway Investment Services Limited

FCA Verified

Sutton Coldfield, B74

0.0 mi
Alternative InvestmentsPensionsRetirement+2

Hathaway Investment Management Limited

FCA Verified

Birmingham, B2

0.0 mi
Wealth ManagementInvestments

ELEVATION WEALTH MANAGEMENT LIMITED

FCA Verified

Birmingham, B35

0.0 mi
MortgagesAlternative InvestmentsPensions+2
0.0 mi
5.0
(2)
Wealth ManagementInvestments

Gemini Asset Management Ltd

FCA Verified

Sutton Coldfield, B73

0.0 mi
5.0
(84)
Wealth ManagementInvestments

Power Mortgages Ltd

FCA Verified

Birmingham, B4

0.0 mi
MortgagesInvestmentsPensions+1

ALLIANCE FINANCIAL CONSULTANTS LIMITED

FCA Verified

Birmingham, B5

0.0 mi
3.0
(6)
MortgagesInvestmentsPensions+1

Aurora Financial IFA Limited

FCA Verified

Birmingham, B1

0.0 mi
Alternative InvestmentsPensionsRetirement+1

Advice Wise Ltd

FCA Verified

Sutton Coldfield, B74

0.0 mi
5.0
(12)
MortgagesAlternative InvestmentsInvestments+2

Margetts Fund Management Limited

FCA Verified

Birmingham, B1

0.0 mi
2.8
(4)
InvestmentsAlternative InvestmentsPensions+2

Jasvinder Saimbi

FCA Verified

Birmingham, B12

0.0 mi
MortgagesInvestmentsPensions+1

ASCOT LLOYD FINANCIAL PLANNING LIMITED

FCA Verified

Birmingham, B3

0.0 mi
5.0
(2)
Alternative InvestmentsPensionsRetirement+2

Wesleyan Unit Trust Managers Limited

FCA Verified

Birmingham, B4

0.0 mi
4.1
(157)

Unity Trust Bank Plc

FCA Verified

Birmingham, B1

0.0 mi
4.0
(32)
MortgagesInvestments

Money Advice Trust

FCA Verified

Birmingham, B16

0.0 mi
5.0
(1)
Mortgages

Phoenix Unit Trust Managers Limited

FCA Verified

Birmingham, B1

0.0 mi

Riverside Church Trust

FCA Verified

Birmingham, B13

0.0 mi
4.7
(53)
Mortgages

BIRMINGHAM BANK LIMITED

FCA Verified

Birmingham, B4

0.0 mi
3.0
(2)
0.0 mi
4.7
(3)

HSBC UK Bank Plc

FCA Verified

Birmingham, B1

0.0 mi
4.1
(219)
MortgagesInvestmentsPensions+1
Disciplinary History

Crownsway Insurance Brokers Limited

FCA Verified

Birmingham, B21

0.0 mi
4.5
(16)
Alternative InvestmentsMortgagesInvestments+2

Washington Green Retail Limited

FCA Verified

Birmingham, B1

0.0 mi
5.0
(2)
Mortgages

SIGMA CONNECTED HOLDINGS LTD

FCA Verified

Birmingham, B4

0.0 mi
2.1
(22)
MortgagesInvestments

Alliance Financial Protection Limited

FCA Verified

Sutton Coldfield, B72

0.0 mi
3.0
(6)
MortgagesInvestmentsPensions+1

AlTi RE Limited

FCA Verified

Birmingham, B4

0.0 mi
Wealth ManagementInvestmentsAlternative Investments+2

Frequently Asked Questions — Financial Advisers in Birmingham

How many FCA-authorised financial advisers are there in Birmingham?

There are 32 FCA-authorised financial advisers listed in Birmingham, West Midlands. All firms listed on approval.co.uk are verified against the FCA Financial Services Register.

How do I find a good financial adviser in Birmingham?

Start by checking that any adviser is FCA-authorised using the FCA Register at register.fca.org.uk. Look for relevant qualifications (CII Diploma or Chartered status), check their specialisms match your needs (Investments, Mortgages and Pensions are common in Birmingham), and ask for a free initial consultation before committing.

How much does a financial adviser cost in Birmingham?

Financial advisers in Birmingham typically charge an initial fee of 1–3% of assets advised on, with ongoing annual fees of 0.5–1%. Some charge fixed project fees (typically £500–£5,000 for a financial plan) or hourly rates of £150–£350. All advisers must be transparent about fees before you commit.

Are financial advisers in Birmingham regulated?

Yes. All financial advisers in Birmingham must be authorised or appointed representatives of an authorised firm regulated by the Financial Conduct Authority (FCA). You can verify any firm's status on the FCA Register. Using an unauthorised adviser means you have no access to the Financial Ombudsman Service or FSCS compensation.

What financial advice services are most commonly needed in Birmingham?

The most common financial advice needs among Birmingham residents include Investments, Mortgages and Pensions. Whether you are planning for retirement, buying a home, investing a lump sum, or managing an inheritance, an FCA-authorised adviser can help you make the most tax-efficient and suitable decisions for your circumstances.

Results are ordered by proximity to your postcode. This order does not indicate quality, suitability, or any form of recommendation. Always verify an adviser's current FCA authorisation at register.fca.org.uk before engaging their services.

Other areas in West Midlands