Skip to main content
Location Guide

Financial Advisers in West Midlands

50 FCA-authorised advisers · West Midlands · 4.8★ average Google rating

There are 50 FCA-authorised financial advisers in 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 West Midlands advisers include Investments, Pensions and Retirement. 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.

BENTLEY INDEPENDENT FINANCIAL ADVISERS LTD

FCA Verified

Bridgnorth, WV16

0.0 mi
PensionsRetirementInvestments

Anculo Ltd

FCA Verified

Oswestry, SY11

0.0 mi
Alternative InvestmentsPensionsRetirement+2

Orchard Financial Advisers Limited

FCA Verified

Stourbridge, DY8

0.0 mi
4.9
(90)
MortgagesInvestmentsPensions+1
0.0 mi
4.8
(16)
MortgagesPensionsRetirement+1

Field Hamlin Wealth Management Limited

FCA Verified

Staffordshire, WS13

0.0 mi
PensionsRetirementMortgages+1

BRB Wealth Management Limited

FCA Verified

Newcastle, ST5

0.0 mi
4.2
(5)
PensionsRetirementMortgages+1

Bentley Independent Financial Advisers

FCA Verified

Bridgnorth, WV16

0.0 mi
Alternative InvestmentsInvestmentsPensions+1

BEACH U.K. LIMITED

FCA Verified

Shrewsbury, SY2

0.0 mi
Alternative InvestmentsPensionsRetirement+2

Pi Financial Ltd

FCA Verified

Shrewsbury, SY3

0.0 mi
5.0
(1)
MortgagesAlternative InvestmentsPensions+2
Disciplinary History
0.0 mi
5.0
(2)
Alternative InvestmentsMortgagesInvestments+2

BRIAN MOLE INDEPENDENT FINANCIAL ADVISERS LTD.

FCA Verified

Burton-on-Trent, DE14

0.0 mi
4.7
(26)
MortgagesAlternative InvestmentsPensions+2
0.0 mi
MortgagesAlternative InvestmentsPensions+2

Darwin Financial Management Ltd

FCA Verified

Telford, TF2

0.0 mi
5.0
(1)
MortgagesAlternative InvestmentsPensions+2

ALK Independent Financial Advisers Limited

FCA Verified

Kidderminster, DY11

0.0 mi
MortgagesInvestmentsPensions+1
0.0 mi
5.0
(2)
MortgagesInvestmentsPensions+1
0.0 mi
5.0
(3)
MortgagesAlternative InvestmentsPensions+2

Midland Financial Advisers Limited

FCA Verified

Telford, TF2

0.0 mi
5.0
(3)
MortgagesAlternative InvestmentsPensions+2

MWS Financial Advisers Limited

FCA Verified

Solihull, B93

0.0 mi
5.0
(213)
MortgagesAlternative InvestmentsPensions+2

Sterling Financial Advisers Limited

FCA Verified

Wolverhampton, WV7

0.0 mi
MortgagesAlternative InvestmentsPensions+2

BBI INDEPENDENT FINANCIAL ADVISERS LIMITED

FCA Verified

Kidderminster, DY10

0.0 mi
Alternative InvestmentsPensionsRetirement+2
0.0 mi
5.0
(2)
MortgagesAlternative InvestmentsPensions+2

Saltus Partnership Limited

FCA Verified

Hereford, HR4

0.0 mi
4.8
(17)
MortgagesPensionsRetirement+1

DACO Associates Limited

FCA Verified

Shrewsbury, SY1

0.0 mi
5.0
(37)
MortgagesAlternative InvestmentsPensions+2

ASC Financial Advisers Limited

FCA Verified

Birmingham, B43

0.0 mi
5.0
(1)
MortgagesPensionsRetirement+1

Oakwood Financial Advisers Limited

FCA Verified

Coventry, CV1

0.0 mi
MortgagesPensionsRetirement+1

Friends Advisers Ltd

FCA Verified

Dudley, DY1

0.0 mi
4.9
(225)
MortgagesInvestmentsPensions+1

McCormack Financial Advisers Ltd

FCA Verified

Bridgnorth, WV16

0.0 mi
5.0
(1)
Alternative InvestmentsMortgagesInvestments+2

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
4.6
(20)
MortgagesPensionsRetirement+1

Self Financial Planners Limited

FCA Verified

Stratford-upon-Avon, CV37

0.0 mi
5.0
(1)
Alternative InvestmentsInvestmentsPensions+2
0.0 mi
5.0
(493)
PensionsRetirementMortgages+1

Hall Financial Planners Ltd

FCA Verified

Sutton Coldfield, B73

0.0 mi
5.0
(91)
MortgagesPensionsRetirement+1
0.0 mi
5.0
(73)
PensionsRetirementMortgages+1

My Time Pension Limited

FCA Verified

Worcester, WR3

0.0 mi
Investments

Howard Wright Ltd

FCA Verified

Wolverhampton, WV8

0.0 mi
4.9
(55)
MortgagesPensionsRetirement+1

Rollinson Smith & Company Limited

FCA Verified

Telford, TF1

0.0 mi
3.0
(2)
MortgagesInvestmentsPensions+1

RVW WealthCare Ltd

FCA Verified

BIRMINGHAM, B28

0.0 mi
Alternative InvestmentsPensionsRetirement+1
0.0 mi
5.0
(2)
Alternative InvestmentsPensionsRetirement+1

CPPT Services Limited

FCA Verified

Solihull, B94

0.0 mi
PensionsInvestments
PensionsRetirementInvestments

DRB ASSOCIATES LIMITED

FCA Verified

Lichfield, WS13

0.0 mi
MortgagesPensionsRetirement+1

Namulas Pension Trustees Limited

FCA Verified

Telford, TF3

0.0 mi
3.1
(350)
InvestmentsPensions

Simpson Financial Services Ltd

FCA Verified

Leamington Spa, CV32

0.0 mi
5.0
(33)
MortgagesAlternative InvestmentsPensions+2

OPUS Independent Financial Planning Limited

FCA Verified

Sutton Coldfield, B72

0.0 mi
5.0
(4)
MortgagesAlternative InvestmentsPensions+2

Obsidian Financial Limited

FCA Verified

Tamworth, B78

0.0 mi
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

RBIM INVESTMENT MANAGEMENT LIMITED

FCA Verified

Coventry, CV7

0.0 mi
Wealth ManagementInvestmentsPensions+1

A.S.J. Financial Services Limited

FCA Verified

Solihull, B92

0.0 mi
5.0
(1)
PensionsRetirementInvestments

Frequently Asked Questions — Financial Advisers in West Midlands

How many FCA-authorised financial advisers are there in West Midlands?

There are 50 FCA-authorised financial advisers listed in 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 West Midlands?

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, Pensions and Retirement are common in West Midlands), and ask for a free initial consultation before committing.

How much does a financial adviser cost in West Midlands?

Financial advisers in West Midlands 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 West Midlands regulated?

Yes. All financial advisers in West Midlands 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 West Midlands?

The most common financial advice needs among West Midlands residents include Investments, Pensions and Retirement. 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