Financial advice in Birmingham

Tell us what advice you need. We review your enquiry before discussing a suitable Birmingham or remote adviser.

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We aim to acknowledge your enquiry within one working day and update you on the next step within two working days.

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What would you like help with?

Retirement & pensions

Find advisers experienced in pensions and retirement income planning.

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Inheritance & investments

Find advisers comfortable with lump sums, investments and family wealth decisions.

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Business owners

Compare advisers who regularly work with owner-managed businesses and founders.

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Professionals & families

Compare service models for professionals, couples and families with growing complexity.

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An older couple enjoying time together in a garden — Plan the life as well as the money

Finding the right experience around Birmingham

Birmingham sits at the centre of a broad Midlands advice market, with advisers serving the city, Solihull, Sutton Coldfield and surrounding towns. A useful search should reflect that wider practical radius.

For Birmingham consumers, an adviser in the city centre, Solihull or elsewhere in the West Midlands may all be genuinely local. Specialist fit and service model should determine how wide the search becomes.

What to compare before choosing

Birmingham in context

The local-authority figures cover the Birmingham council area. Each figure shows the period it covers.

Planning for retirement

Residents aged 65 or over: 13.3%

Birmingham · ONS 2025

If retirement is your reason for seeking advice, ask how the adviser plans withdrawals and reviews your income over time.

Questions for a retirement adviser

Planning around your work

Self-employed share of people in work: 15%

Birmingham · Census 2021

If you work for yourself, ask how pension contributions fit with variable income and business commitments.

Advice when you are self-employed

Property and your wider finances

Average house price: £234,150

Birmingham · ONS · June 2026

If your plans involve selling or inheriting a home, ask how the adviser considers property alongside savings and pensions.

Planning after a property sale

Area averages do not describe your own finances or determine whether you need advice. See the full figures and sources.

Know what you will pay, and what it covers.

Ask for initial advice and ongoing charges separately, including any minimum fee. Compare the cost in pounds and check which other charges apply.

What firms include in their published prices

Illustrative annual adviser fee£3,750a year

0.75% of £500,000

Example only. Initial advice, platform, fund and product charges are excluded. This is not a quote.Use the fee calculator

Your questions about advice in Birmingham

How do I find a financial adviser in Birmingham?

Start with the problem you need solved, then check regulation, specialism, client minimums, service style and fees before choosing who to contact.

Should I include Solihull or Sutton Coldfield?

Yes if face-to-face travel remains practical. Advisedly treats nearby areas as part of the wider Birmingham search rather than forcing arbitrary city boundaries.

Do Birmingham advisers charge a standard percentage?

No. Charging models vary by adviser and service. Compare the actual initial and ongoing amount in pounds and check whether fees are tiered or capped.

Is independent advice better than restricted advice?

Not automatically. The label describes the scope of providers or products considered; specialist fit, service and cost still need to be compared.

Helpful guides

Do you need a financial adviser for a pension?Retirement decision guide How pension adviser fees workCompare pension costs Financial advice after an inheritanceInherited wealth guide Turn adviser percentages into poundsUse the fee calculator

Tell us what you need help with.

Advisedly will review your enquiry and contact you about the next step. When you request an introduction, you agree that we may share your details with the financial advice firm we select for your enquiry.

Start an enquiry

We aim to confirm that we have received your enquiry within one working day and update you on the next step within two working days. Working days are Monday to Friday, excluding bank holidays.

How enquiries are reviewed

Explore nearby

Consider nearby places alongside the experience and meeting arrangements you need.

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Local information and sources

Full local figures and how to read them

The local-authority figures cover the Birmingham council area. Each figure shows the period it covers.

Population: 1,176,960
Residents aged 65 or over: 13.3%
Self-employed share of people in work: 15%
Average house price: £234,150
Disposable income per person: £19,205
Median weekly pay before tax: £601.40
Selected company registrations: 657
Wider-area company registrations: 1,229

Company figures are not adviser counts. They count active company registrations in selected business categories (SIC codes 64999, 66190, 70221) and do not show FCA authorisation or whether a business trades locally.

Sources: Companies House · ONS population estimates · ONS local statistics · Open Government Licence v3.0.

15.0% of people in work are self-employed, while the England comparison rate is 16.9%. The published average house price was £234,150 in June 2026. Gross disposable household income per head was £19,205 in 2024. Gross median weekly pay was £601.4 in 2025. The figures come from different time periods and measure different things. They do not describe the finances of a typical household.

Employment in Birmingham is summarised by the 2021 Census as follows: Human health and social work activities accounts for 17.6% of employment, 3.0 percentage points above the England benchmark. Education accounts for 11.7% of employment, 1.8 percentage points above the England benchmark. Wholesale and retail trade; repair of motor vehicles and motorcycles accounts for 15.2% of employment, 0.2 percentage points above the England benchmark. Among the three sectors shown, Human health and social work activities is 5.9 percentage points higher than Education. These figures show which industries local residents work in. They do not measure demand for financial advice or the number of advisers.

The population figures shown on this page cover the Birmingham local authority area. The Office for National Statistics (ONS) estimates 1,176,960 residents, of whom 13.3% are aged 65 or over. These totals describe that council area and should not be interpreted as a separate Birmingham total.

Birmingham is mapped to 657 active Companies House registrations in the selected business categories; the Birmingham travel-to-work area contains 1,229. These figures count registered companies in the area. They do not show how many financial advisers work here, whether a company trades locally or whether it is FCA authorised.

Location photograph

Birmingham. Photograph by Peter_Glyn. CC0.