Top 10 Independent (IFAs) & Restricted Financial Advisers in Royal Leamington Spa
Roisin Ni Chonghaile at True Potential
Royal leamington spaOver the past 20 years I have helped people in Kenilworth and the local areas to really make a change for the better in their lives in various financial planning need areas.
Clients
helped109Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified RestrictedPSA Financial Services
Royal leamington spaWe are a firm of Independent Financial Advisers based offering specialist financial planning in all areas ranging from investment advice to retirement planning, estate planning, long term care planning, mortgage advice and much more.
Clients
helped32Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentNeil Dixon at True Potential Weath Management
Royal leamington spaA 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.
Clients
helped144Minimum
wealth£150k+Pensions & retirementInitial consultation free FCA verified RestrictedNot sure which adviser to pick?Answer a few questions to help us find you the perfect match.Warwick Wealth Management Ltd
Royal leamington spaYOU are the focus of our business: You, your life, your family, your future.
Clients
helped110Minimum
wealth£50k+Pensions & retirementRInitial consultation free FCA verified IndependentMPI Financial Advice
Royal leamington spaWe provide a free update & advice service to help you understand your plans.
Clients
helped4939Minimum
wealth£0+Pensions & retirementSHInitial consultation free FCA verified IndependentTim Surguy - True Potential LLP
Royal leamington spaDuring my 20 years as a Financial Adviser, I have built up an extensive knowledge in all areas of Financial Planning. I strive to achieve the best possible solution to meet my clients needs and objectives as they look to plan for the future.
Clients
helped64Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified IndependentAdvice Rooms
Royal leamington spaAdvice Rooms is a space for all individuals to receive advice regarding their financial & retirement planning.
Clients
helped446Minimum
wealth£50k+Pensions & retirementInitial consultation free FCA verified IndependentAndrew Carley - True Potential Wealth Management LLP
Royal leamington spaTrue 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.
Clients
helped132Minimum
wealth£100k+Pensions & retirementInitial consultation free FCA verified IndependentJalapeno (UK) Limited
Royal leamington spaEveryone'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.
Clients
helped38Minimum
wealth£0+Pensions & retirementInitial consultation free FCA verified IndependentRichard Wood - PROSPERITY FINANCIAL GROUP, INC.
Royal leamington spaYour 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
helped534Minimum
wealth£50k+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.