Looking for a financial adviser in West Midlands? Trusted Advisor lists 2 FCA-verified advisors serving West Midlands and the surrounding area, covering pensions, retirement planning, investments, mortgages, inheritance tax, and protection. Every adviser is independently verified against the Financial Conduct Authority register, every review is left by a real, paying client, and every initial consultation is free of charge.
Compare profiles below, read verified client reviews, and book a no-obligation initial call directly with the adviser of your choice.
The West Midlands hosts the UK's second-largest professional services hub in Birmingham alongside a deep manufacturing and SME base in the Black Country, giving advisers a mix of corporate and owner-managed business clients.
Birmingham's growing professional services sector has lifted demand for tax-efficient remuneration planning, with many clients balancing pension contributions against the £100k–£125k income tax trap. The wider region's manufacturing SME base means a high concentration of limited company directors using SSAS structures, dividend planning and exit-stage capital gains relief. Property values remain more accessible than in the South, making first-time buyer and protection planning a larger share of adviser work.
Birmingham, Coventry, Wolverhampton, Solihull, Stoke-on-Trent, Worcester.
Postcode areas covered: B, CV, WV, DY, WS, ST, WR, HR. Estimated population: 5.9 million.
Financial Adviser in West Midlands, East Midlands
Taj Johal is a Wealth Management Consultant at Mattioli Woods, where he helps individuals, families and business owners cut through financial complexity to make confident, well-informed decisions. He
Financial Adviser in West Midlands, East Midlands
Tom Birkinshaw is a Wealth Management Consultant at Mattioli Woods, where he helps individuals and families build financial confidence through clear, holistic advice. He works closely with clients to
Every financial adviser listed for West Midlands on Trusted Advisor is FCA-regulated and independently verified. You can compare profiles, read real client reviews and book a free introductory call before deciding who to work with.
Fees vary by adviser and the complexity of your situation. Most advisers in West Midlands charge either a percentage of assets under management, an hourly rate, or a fixed fee for a specific piece of work. The first consultation booked through Trusted Advisor is always free.
Independent financial advisers (IFAs) can recommend products from across the whole UK market. Restricted (or "network") advisers work from a curated panel of providers. Both must meet the same FCA standards — you can filter West Midlands advisers by type using the controls on this page.
Yes. We only list advisers who are authorised by the Financial Conduct Authority to give regulated advice in the UK. We re-verify FCA status regularly so you can be confident that every adviser in West Midlands on this page is currently authorised.
The number of verified financial advisers covering West Midlands is shown at the top of this page. New advisers are added regularly, so it's worth checking back if you don't immediately find the right fit.