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

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  • Simpson Financial Services Limited

    Coventry
    FCA verified
    Simpson Financial Services was established in 2004 with one aim – to provide you with the highest standard of financial advice and care. We help you reach your goals through financial planning, mortgage and protection advice, and wealth management.
    147
    £50k+
    Can help with
    Pensions & retirement

  • The Private Office

    Coventry
    FCA verified
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    30296
    £100k+
    Can help with
    Pensions & retirement

  • Dhruv Vyas - Serenity Wealth Management Ltd

    Coventry
    FCA verified
    Serenity Wealth Management specialises in providing expert advice in a wide array of important areas, including investment, inheritance tax, pension, and protection planning.
    Recently added
    £100k+
    Can help with
    Pensions & retirement
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  • Ingenious Financial Solutions

    Coventry
    FCA verified
    We provide sound, financial solutions for our client's needs for today and for their future.
    316
    £50k+
    Can help with
    Pensions & retirement

  • Beaufort Wealth Management

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

  • Intelligent Financial Advisory Ltd - Josh Mann

    Coventry
    FCA verified
    Fully qualified financial adviser, currently working for Intelligent Financial Advisory Ltd, allowing us to provide independent advice. The first initial meeting is free of charge.
    69
    £50k+
    Can help with
    Pensions & retirement

  • 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

  • Ingenious Financial Solutions

    Coventry
    FCA verified
    We provide sound, financial solutions for our client's needs for today and for their future.
    316
    £50k+
    Can help with
    Pensions & retirement

  • MPI Financial Advice

    Coventry
    FCA verified
    We provide a free update & advice service to help you understand your plans.
    4038
    £0+
    Can help with
    Pensions & retirement

  • True Potential Wealth Management - Jason Lynch

    Coventry
    FCA verified
    I am a Chartered Financial Planner, Pensions expert and Partner with True Potential Wealth Management, specialising in the complex area of Defined Benefit/Final Salary pension advice, investments and inheritance tax palnning.
    347
    £100k+
    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.