Top 10 Independent (IFAs) & Restricted Financial Advisers in Burton Green
True Potential Wealth Management - Jason Lynch
CoventryI 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.
Clients
helped392Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified RestrictedLopez Financial Planning (AR of M&G Wealth Advice)
CoventryI help people achieve financial security by providing expertise across all areas of financial planning (incl protection, retirement and investments). My main drive is to provide clients with peace of mind and allow them to focus on what matters to them.
Clients
helped29Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified RestrictedFlying Colours Advice
CoventryFlying 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.
Clients
helped18911Minimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified IndependentNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Richard Wood - PROSPERITY FINANCIAL GROUP, INC.
CoventryYour best interests are at the core of everything that I do on your behalf. I believe it’s my ability to build strong relationships with my clients that is key to success for both
Clients
helped556Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified Independent- Clients
helped80Minimum
wealth£50k+Pensions & retirementJInitial consultation free FCA verified Independent Rothesay Bennett Financial Planning
BalsallWe are an independent financial planning firm that delivers unbiased & tailored advice to our clients across England & Scotland. Our primary aim is to enable our clients the peace of mind and confidence to make financial decisions without reservation.
Clients
helped240Minimum
wealth£250k+Pensions & retirementXA+4Initial consultation free FCA verified IndependentNeil Dawson - True Potential Wealth Management
CoventryI have been advising my clients for over 20 years, with particular expertise in redundancy benefits and pension & retirement planning. I will guide you through the complexities of planning, allowing you to make fully informed decisions about your future.
Clients
helped27Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified RestrictedIngenious Financial Solutions
CoventryWe provide sound, financial solutions for our client's needs for today and for their future.
Clients
helped376Minimum
wealth£50k+Pensions & retirementRInitial consultation free FCA verified Independent- ClientsRecently added
helpedMinimum
wealth£250k+Pensions & retirementInitial consultation free FCA verified Restricted Matt Pearson - Prosperity Wealth Ltd
CoventryWe Offer Effective Solutions For All Aspects Of Financial Management Independent Advice Tailored to You
Clients
helped109Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified Independent
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.