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

I need advice on
Total assets
My postcode
First meeting is free

  • Jalapeno (UK) Limited

    Finham
    FCA verified
    Everyone's financial needs and objectives are unique. This is why our belief in tailor-made, personal financial advice lies at the heart of the Jalapeno (UK) Ltd. philosophy.
    38
    £0+
    Can help with
    Pensions & retirement

  • Colin Thomson - Alexander House Financial Planning Ltd

    Kenilworth
    FCA verified
    Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House Financial Planning can look after all your financial needs.
    55
    £100k+
    Can help with
    Pensions & retirement

  • Fairstone Group

    Kenilworth
    FCA verified
    Fairstone incorporates one of the largest chartered financial planning firms in the UK. Our vision is to become the most trusted wealth management firm in the UK. We are the number one rated wealth management house on Trustpilot.
    11649
    £0+
    Can help with
    Pensions & retirement
    Not sure which adviser to pick?
    Answer a few questions to help us find you the perfect match.
    Get matched

  • Imperial Wealth Advisory

    Kenilworth
    FCA verified
    Creating, managing and protecting your wealth the intelligent way
    123
    £50k+
    Can help with
    Pensions & retirement

  • Roisin Ni Chonghaile at True Potential

    Kenilworth
    FCA verified
    Over the past 20 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.
    105
    £50k+
    Can help with
    Pensions & retirement

  • Tim Surguy - True Potential LLP

    Kenilworth
    FCA verified
    During my 20 years as a Financial Adviser, I have built up an extensive knowledge in all areas of Financial Planning. I strive to achieve the best possible solution to meet my clients needs and objectives as they look to plan for the future.
    49
    £0+
    Can help with
    Pensions & retirement

  • My Pension Expert

    Coventry
    FCA verified
    We’re the UK’s leading at-retirement specialist and trusted by thousands to offer regulated, independent financial advice. But don’t just take our word for it…check out our 5 star reviews on Trustpilot with over 5,000+ reviews.
    168
    £0+
    Can help with
    Pensions & retirement

  • Neil Dixon at True Potential Weath Management

    Coventry
    FCA verified
    A Chartered Financial Planner & Pensions Specialist, giving quality advice to clients, nationwide. I will help you achieve your retirement dreams. I hold the relevant qualifications to advise in the complex area of Defined Benefit/Final Salary schemes.
    138
    £150k+
    Can help with
    Pensions & retirement

  • Beaufort Wealth Management

    Coventry
    FCA verified
    Expert independent advice, tailored to you
    24
    £50k+
    Can help with
    Pensions & retirement

  • Colin Hart - True Potential Wealth Management

    Coventry
    FCA verified
    Financial Times (Adviser) - SIPP Adviser of The Year. As part of the award winning True Potential Group, our aim is to revolutionise the way wealth management is delivered offering a wide range of financial services, including DB Pensions advice.
    25
    £500k+
    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.

Why use Unbiased?

Unbiased is the place to find advisers you can trust. Our site offers one of the easiest and quickest ways to find the right professional for you. Every professional is appropriately regulated, qualified and independent of product providers, so you can be sure of finding unbiased advice. Our smart system can match an available professional to your requirements, so there’s no time-consuming shopping around. Alternatively, you can browse a list of local professionals and filter them to suit your preferences.