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

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  • Ascot Lloyd

    Studley
    FCA verified
    One of the leading providers of independent financial planning in the UK. We specialise in pensions, retirement, investments and tax planning.
    744
    £150k+
    Can help with
    Pensions & retirement

  • Beaufort Wealth Management

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

  • Saltus Partners LLP

    Warwick
    FCA verified
    Our mission is to improve everyone’s relationship with their wealth: to make it a positive force for their future and at the same time to prevent it being a source of anxiety.
    539
    £250k+
    Can help with
    Pensions & retirement
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  • Gemini Wealth Management Ltd

    Stratford upon avon
    FCA verified
    Gemini Wealth Management provides professional unbiased; financial products advice, financial planning, investment and tax efficiency advice to both private individuals and businesses.
    81
    £100k+
    Can help with
    Pensions & retirement

  • Flying Colours Advice

    Hockley heath
    FCA verified
    Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
    18150
    £150k+
    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.
    102
    £100k+
    Can help with
    Pensions & retirement

  • The Private Office

    Bedworth
    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.
    30288
    £100k+
    Can help with
    Pensions & retirement

  • Colin Thomson - Alexander House Financial Planning Ltd

    Coleshill
    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

  • Ingenious Financial Solutions

    Nuneaton
    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

  • Imperial Wealth Advisory

    Nuneaton
    FCA verified
    Creating, managing and protecting your wealth the intelligent way
    62
    £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.