Matt O'Hara
Independent Financial Advisor in West Midlands, East Midlands
Matt O'Hara is a Wealth Management Consultant with over 18 years' experience helping clients plan confidently for retirement and financial freedom.
Looking for a financial advisor in West Midlands? Trusted Advisor lists 4 FCA-verified advisors serving West Midlands and the surrounding area, covering pensions, retirement planning, investments, mortgages, inheritance tax, and protection. Every advisor 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 advisor 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 advisors 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 advisor 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.
Independent Financial Advisor in West Midlands, East Midlands
Matt O'Hara is a Wealth Management Consultant with over 18 years' experience helping clients plan confidently for retirement and financial freedom.
Independent Financial Advisor in West Midlands, East Midlands
Rajiv Soni is a Wealth Management Consultant at Mattioli Woods, helping individuals, professionals and business owners make sense of complex financial decisions. His philosophy is simple: the best fin
Independent Financial Advisor 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
Independent Financial Advisor 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
Compare 4 FCA-verified financial advisors serving West Midlands on Trusted Advisor. Each profile shows the advisor's services, qualifications, fee structure, and verified client reviews so you can shortlist two or three before booking a free initial call.
Yes. Every advisor listed is verified against the Financial Conduct Authority (FCA) register before going live, so they are authorised to provide regulated financial advice in the UK.
Yes. Every advisor on Trusted Advisor offers a free, no-obligation initial consultation. You can book directly from the advisor's profile.
Most advisors in West Midlands help with pensions and retirement planning, investments and ISAs, inheritance tax planning, protection (life cover and income protection), and mortgages. Use each advisor's profile to see their specific specialisms.