Top 10 Independent (IFAs) & Restricted Financial Advisers in Warwickshire

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  • PSA Financial Services - Elliot Conteh

    Warwick
    FCA verified
    My true passion comes from connecting with individuals and helping them achieve long-term financial goals through pension, investment, and retirement planning.
    351
    £50k+
    Can help with
    Pensions & retirement

  • Andrew Carley - True Potential Wealth Management LLP

    Rugby
    FCA verified
    True Potential provides experienced advice bespoke to each individual client or company. Recognising that everyone’s personal situations are unique, we will take the time to get to know you, what’s important and work with you every step of the way.
    56
    £50k+
    Can help with
    Pensions & retirement

  • Intelligent Financial Advisory Ltd

    Nuneaton
    FCA verified
    Creating, managing and protecting your wealth the intelligent way
    60
    £100k+
    Can help with
    Pensions & retirement
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  • Lifestyle Future Ltd

    Temple grafton
    FCA verified
    The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.
    Recently added
    £50k+
    Can help with
    Pensions & retirement

  • Retirement Solutions (UK) Ltd

    Royal leamington spa
    FCA verified
    We are one of the UK's leading Retirement Advice firms. Our expert Protection advisers can provide you with market leading quotes, without obligation. Whatever your need, wherever in the UK you are based, we are confident we will be able to help you.
    4231
    £0+
    Can help with
    Pensions & retirement

  • Beneficial Financial Management

    Stratford upon avon
    FCA verified
    I provide friendly, low-cost, easily understood planning for individual clients. Specializing in Pensions Planning, Drawdown, Long term Investments & Residential/Buy-to-let mortgages. Based in Alcester for office meetings & travel throughout the Midlands.
    90
    £150k+
    Can help with
    Pensions & retirement

  • MB Wealth Planning

    Priors marston
    FCA verified
    Welcome to MB Wealth Planning a leading financial planning firm for clients across the country.
    104
    £50k+
    Can help with
    Pensions & retirement

  • Andrew Carley - True Potential Wealth Management LLP

    Royal leamington spa
    FCA verified
    True Potential provides experienced advice bespoke to each individual client or company. Recognising that everyone’s personal situations are unique, we will take the time to get to know you, what’s important and work with you every step of the way.
    56
    £50k+
    Can help with
    Pensions & retirement

  • Positive Solutions FA

    Bidford on avon
    FCA verified
    Creating, preserving and managing our clients’ wealth since 2001
    195
    £50k+
    Can help with
    Pensions & retirement

  • Roisin Ni Chonghaile at True Potential

    Royal leamington spa
    FCA verified
    Over the past 28 years I have helped people in Kenilworth and the local areas to really make a change for the better in their lives in various financial planning need areas.
    93
    £50k+
    Can help with
    Pensions & retirement

How can a financial adviser help me?

An independent financial adviser (IFA) can help you with many of life’s big financial decisions, such as:

  • Accessing your pensions
  • Choosing how to take your pension income
  • Investing for the medium or long term
  • Protecting your family finances
  • Finding life insurance, critical illness cover and income protection
  • Starting a business
  • Setting up and managing a personal pension
  • Funding long-term care for yourself or a loved one
  • Leaving an inheritance while minimising tax

Your IFA will assess your whole financial situation and give you unbiased advice on the options available to you. They will also source financial products for you, independently of product providers, so you can choose the most suitable ones from the whole of the market. Finally, they will handle all the necessary administration, to save you time and hassle.

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