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

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  • AFH Wealth Management LTD

    Warwick
    FCA verified
    The UK’s leading financial planning led wealth management firm. Providing independent financial planning and investment management services to clients who value a long-term relationship
    1492
    £50k+
    Can help with
    Pensions & retirement
  • Intelligent Financial Advisory Ltd

    Tredington
    FCA verified
    Creating, managing and protecting your wealth the intelligent way
    68
    £0+
    Can help with
    Pensions & retirement
  • Tim Surguy - True Potential LLP

    Royal leamington spa
    FCA verified
    During 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.
    13
    £0+
    Can help with
    Pensions & retirement
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  • Rothesay Bennett Financial Planning

    Grandborough
    FCA verified
    We 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.
    240
    £100k+
    Can help with
    Pensions & retirement
  • Flying Colours

    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.
    16359
    £100k+
    Can help with
    Pensions & retirement
  • Warwick Wealth Management Ltd

    Leek wootton and guys cliffe
    FCA verified
    YOU are the focus of our business: You, your life, your family, your future.
    79
    £50k+
    Can help with
    Pensions & retirement
  • Attivo

    Henley in arden
    FCA verified
    We have a team of highly qualified people, and have chosen to remain independent as we think clients should have access to unbiased advice and products from the whole of the market. Stephen Harper Chairman of Attivo
    95
    £100k+
    Can help with
    Financial planning
  • Ravi Jay at PSA Financial Services Ltd

    Barford
    FCA verified
    101
    £50k+
    Can help with
    Pensions & retirement
  • Lord Clarke Ltd

    Rugby
    FCA verified
    In a period of uncertainty our aim is to help you reduce or eliminate financial risk, whilst realising your financial goals. We work hard to help our clients see the difference between how much money they think they have and how much they actually do.
    < 10
    £0+
    Can help with
    Pensions & retirement
  • Stephen Gilbert - AFH Wealth Management

    Stratford upon avon
    FCA verified
    Inflation is one of the biggest risks facing investors at the moment, it's imperative your portfolio is invested in a way in which it can move with this risk, focusing on real, long term growth or income Contact me for a free, no obligation discussion.
    304
    £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.

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