Top 10 Independent (IFAs) & Restricted Financial Advisers in Coventry
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 IndependentIntelligent Financial Advisory Ltd - Jack Bewick
CoventryA 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.
Clients
helped22Minimum
wealth£50k+Pensions & retirementInitial 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 RestrictedNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.- Clients
helped< 10Minimum
wealth£250k+Pensions & retirementInitial consultation free FCA verified Restricted Humboldt Financial
CoventryAs a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.
Clients
helped1872Minimum
wealth£50k+Pensions & retirement+1Initial consultation free FCA verified IndependentAdvice Rooms
CoventryAdvice Rooms is a space for all individuals to receive advice regarding their financial & retirement planning.
Clients
helped473Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentLopez 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 RestrictedGareth Jones
CoventryMy approach to financial advice is very clear-cut, yet effective. I look for long-term relationships which are built on mutual respect and trust. Every client is unique, and so the approach is entirely personal
Clients
helped64Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified RestrictedRaymond James Investment Services
CoventryTruly personal wealth and investment management services for a life well planned. Making your investments work for you - Stocks and Shares, ISAs, Pensions and Offshore Bonds. Discretionary Managed portfolios tailored to you.
Clients
helped46Minimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified Independent- Clients
helped< 10Minimum
wealth£250k+Pensions & retirementInitial consultation free FCA verified Restricted
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.