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

Find the best FCA regulated financial advisers in Coventry. Get expert help near you with pensions, investments, retirement planning and more
Coventry
M&G Advice

M&G Advice

Coventry
Initial consultation free
FCA verified
Restricted
We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
Clients
helped
2233
Minimum
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings
Evelyn Partners

Evelyn Partners

Coventry
Initial consultation free
FCA verified
Restricted
"Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
Clients
helped
985
Minimum
wealth
£500k+
Meet the team
H
L
M
D
C
+6
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Stockbroking services
Wealth Guide

Wealth Guide

Meriden
Initial consultation free
FCA verified
Independent
Awarded Financial Times Adviser Top 100 as part of the Rosemount network. Independent, FCA-regulated pension advice, helping clients review, consolidate and plan retirement income. Delivered fully remotely with simple digital tools.
Clients
helped
55
Minimum
wealth
£250k+
Meet the team
Michael Lavin
Can help with
Pensions & retirement
TheWealthPoint

TheWealthPoint

Coventry
Initial consultation free
FCA verified
Independent
You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.
Clients
helped
3153
Minimum
wealth
£250k+
Meet the team
Sanjay Gambhir
M
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
ps

Positive Solutions.

Coventry
Initial consultation free
FCA verified
Restricted
Creating, preserving and managing our clients’ wealth since 2001
Clients
helped
269
Minimum
wealth
£50k+
Meet the team
N
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Michael Reed Wealth Management Ltd

Michael Reed Wealth Management Ltd

Coventry
Initial consultation free
FCA verified
Independent
We are an independent firm of Chartered Financial Planners providing a single relationship for all of your financial planning and wealth management needs.
Clients
helped
66
Minimum
wealth
£100k+
Meet the team
Michael Reed
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Advice Rooms

Advice Rooms

Coventry
Initial consultation free
FCA verified
Independent
Advice Rooms is a space for all individuals to receive advice regarding their financial & retirement planning.
Clients
helped
624
Minimum
wealth
£50k+
Meet the team
Adam Neal
Jon Thompson
Tracy Muller
Can help with
Pensions & retirement
Financial planning
Savings
Fairstone Group

Fairstone Group

Coventry
Initial consultation free
FCA verified
Independent
Fairstone is one of the top 10 wealth management companies in the UK with more than 50 offices across the country. With a 5-star Trustpilot rating and over 500 advisers, we offer a full range of financial advice and wealth management services.
Clients
helped
15103
Minimum
wealth
£0+
Meet the team
Richard Wood
Ajay Naik
Lauren Herrick
Ruth Heath
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Wealth Guide

Wealth Guide

Finham
Initial consultation free
FCA verified
Independent
Awarded Financial Times Adviser Top 100 as part of the Rosemount network. Independent, FCA-regulated pension advice, helping clients review, consolidate and plan retirement income. Delivered fully remotely with simple digital tools.
Clients
helped
55
Minimum
wealth
£250k+
Meet the team
Michael Lavin
Can help with
Pensions & retirement
Humboldt Financial

Humboldt Financial

Coventry
Initial consultation free
FCA verified
Independent
As 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
helped
2545
Minimum
wealth
£50k+
Meet the team
Francis Gill
Oliver Canning
Josh Gill
James McNally
Ryan Cook
+1
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Business
Frequently Asked Questions about Financial Advisers in Coventry