West Midlands
Financial advisers in the West Midlands
From Birmingham and Coventry to Worcester, Shrewsbury and Stoke, we match people across the West Midlands with FCA-regulated advisers who suit their situation.
Advice in the West Midlands
What people here ask us about
Birmingham is now one of the largest centres for professional and financial services outside London, and the wider West Midlands remains the heart of British manufacturing. That mix produces a wide range of financial questions: partners in law and accountancy firms managing uneven income, engineers with pensions from several employers, and owners of businesses that have been in the family for generations.
Further out, in Warwickshire, Worcestershire, Shropshire and Herefordshire, there is farmland and property wealth with its own planning needs.
Professionals and partners
Tax planning for uneven income, pension contributions with carry forward, and protection for people who are self-employed.
Family businesses
Succession, shareholder protection and getting value out of a company without paying tax twice.
Pension consolidation
Tracing and reviewing pensions from a career spent across several employers.
Property and inheritance
Planning for estates where a home, a rental property or farmland makes up most of the value.
Across the West Midlands
Wherever you are, the consultation comes to you
Consultations are held by video, so you can speak to the right adviser from home or from work. We work with people throughout the West Midlands.
Before you book
Get a feel for the numbers
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Pensions
Retirement calculator
See what your pension could pay you, how it compares with the income you want, and what would close any gap.
Open the calculator -
Inheritance
Inheritance tax calculator
Estimate the inheritance tax on your estate, with the residence nil-rate band, gifts and the 36% charity rate.
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Tax
Income tax calculator
Take-home pay, your true marginal rate, and what it costs to escape the £100,000 allowance trap.
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Questions
Good to know
I am a partner in a firm with income that changes each year. Can an adviser help?
Yes. Variable income makes pension and tax planning harder, because allowances depend on figures that are not known until late in the year. Advisers who work with partners and the self-employed plan across several years, using carry forward and timing to smooth the effect.
Will my adviser be based near me?
We match on fit first: the adviser's specialism and the kind of clients they work with. If you would like someone close by, tell us when you book and we will take it into account. Because consultations are held by video, the right adviser for your situation does not have to be the nearest one.
What happens after I book?
You choose a time, and we match you with an FCA-regulated adviser who works with people in your position. We send you their name, firm and FCA registration so that you can check them on the Financial Services Register, followed by a Microsoft Teams invitation. The consultation is complimentary and you are under no obligation to go further.
Other regions: London, South East, South West, East of England, East Midlands, Yorkshire and the Humber, North West, North East, Scotland, Wales, Northern Ireland.
Speak to an adviser in the West Midlands
Choose a time for a complimentary video consultation with an FCA-regulated adviser who suits your situation.