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

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

  • Quilter Cheviot Financial Planning (North East & Midlands)

    Coventry
    FCA verified
    We’re here to help secure your financial future by supporting you with trusted advice every step of the way. Our experienced planners are here to help with whatever you need, whenever you need it.
    271
    £250k+
    Can help with
    Pensions & retirement

  • 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

  • Cygnus Financial Planning

    Coventry
    FCA verified
    We help our clients pursue what is most important to them in life and otherwise ensure their finances are capable of meeting their ambitions.
    70
    £50k+
    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

  • 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.
    67
    £50k+
    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.
    310
    £50k+
    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.
    337
    £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

  • Ingenious Financial Solutions

    Coventry
    FCA verified
    We provide sound, financial solutions for our client's needs for today and for their future.
    310
    £50k+
    Can help with
    Pensions & retirement

  • Intelligent Financial Advisory Ltd - Jack Bewick

    Coventry
    FCA verified
    A leading 'whole of market' Independent Financial Adviser across Warwickshire, Leicestershire and the Midlands, with access to the most competitive and best performing products on the market.
    10
    £50k+
    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

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.