Why choose a financial adviser in Birmingham?
Regulated financial advice is based on your individual circumstances. Rather than giving you general information to interpret yourself, an adviser considers your income, existing arrangements and financial commitments before making a recommendation.
Working with financial advisers in Birmingham and the wider West Midlands may also give you the option of meeting in person. A local adviser may be familiar with the varied working patterns found across the area, from professional services and manufacturing to the public sector, higher education, business ownership and self-employment.
This can be particularly useful when your finances have become spread across different employers or arrangements. You may have several workplace pensions, investments opened at different stages of your life or financial plans that have not been reviewed for some time.
A financial planner in Birmingham can help you bring these elements together, understand how they interact and consider what changes may be appropriate for your goals.
How to find the right financial adviser in Birmingham
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Send us a few details
Complete the short form on our site. It takes a couple of minutes and you don’t need documents or a firm plan to begin.
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A short call with our team of specialists
One of our specialists rings you to find out what you’re hoping to achieve, which area of advice that involves and where you are in Birmingham.
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Your match
We pick the adviser from our panel whose services, relevant experience and coverage align with what you are looking for, taking your location and meeting preference into account.
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A free first meeting
The initial consultation gives you an opportunity to discuss your needs, understand the adviser’s services and ask about their experience and fees.
Financial advice services available in Birmingham
Our advisers cover the main areas of regulated financial and pension advice in Birmingham, including:
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Pension drawdown, annuities, and pension consolidation
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Retirement planning
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Investment advice, including investments held within ISAs
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Protection cover
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Comprehensive financial planning
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Inheritance and estate planning
Why choose Financiable®?
Sorting out who to trust with your money shouldn’t be harder than the financial decision itself. Financiable® helps make that process more straightforward by introducing you to an adviser from an FCA-authorised and regulated firm whose services and experience align with what you are looking for.
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Advisers from FCA-authorised firms
We introduce you to advisers who provide regulated advice through FCA-authorised and regulated firms. You can confirm their status on the Financial Services Register.
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Chosen according to your circumstances
Our team of specialists uses the information you provide to identify an adviser whose services and relevant experience align with the type of help you are looking for.
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Birmingham and beyond
Our panel includes advisers serving Birmingham, the West Midlands and other parts of the UK, subject to adviser availability and the type of advice you need.
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Free to use, no commitment
There is no charge to use our matching service or for the initial consultation. If you decide to proceed with advice, the adviser will explain any fees before you commit to a service.
Find a pension adviser in Birmingham Financiable® can help you connect with an adviser from an FCA-authorised and regulated firm, whether you are considering investing, reviewing your pension or planning for retirement.
Find an adviserA regulated route to financial advice in Birmingham
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Regulated by the FCA
Financiable® is a trading style of TFAS Wealth Limited which is authorised and regulated by the Financial Conduct Authority – reference number: 968148.
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Registered company
TFAS Wealth Limited is a registered company in England and Wales – company number: 13664696.
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Registered office
Second Floor, St Andrew’s House, 119-121 The Headrow, Leeds LS1 5JW.
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Data protection
Registered with the Information Commissioner’s Office under registration number ZB370703.
Before deciding whether to proceed, you can review the firm’s details and regulatory permissions on the public Financial Services Register. You can also use the initial consultation to ask about the adviser’s qualifications, experience, fees and approach.
Using our matching service does not commit you to taking advice. Your initial consultation is free, and you decide whether to take matters further.
Customer reviews
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