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

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  • Perspective (Warwickshire)

    Stratford upon avon
    FCA verified
    For over 35 years our purpose has been clear: to provide expert, specialised financial planning and wealth management advice that enables you, to make full and effective use of your financial resources, so you can plan and achieve the future you desire.
    32
    £100k+
    Can help with
    Pensions & retirement
  • Beneficial Financial Management

    Stratford upon avon
    FCA verified
    I provide friendly, low-cost, easily understood planning for individual clients. Specializing in Pensions Planning, Drawdown, Long term Investments & Residential/Buy-to-let mortgages. Based in Alcester for office meetings & travel throughout the Midlands.
    95
    £150k+
    Can help with
    Pensions & retirement
  • M&G Wealth Advice

    Curdworth
    FCA verified
    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.
    303
    £0+
    Can help with
    Pensions & retirement
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  • James Pulham - Rafter Associates Financial Management Ltd

    Grandborough
    FCA verified
    As a Chartered Financial Planner, I'll help you simplify your decision making. Empowering you to achieve and maintain the life you desire. Whilst also securing yours/your family’s financial well being for the next 100+ years.
    < 10
    £150k+
    Can help with
    Pensions & retirement
  • Quilter Cheviot Financial Planning (North East & Midlands)

    Warwick
    FCA verified
    We’re here to help secure your financial future by supporting you with trusted advice every step of the way. Our experienced planners are here to help with whatever you need, whenever you need it.
    263
    £250k+
    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.
    45
    £0+
    Can help with
    Pensions & retirement
  • Positive Solutions FA

    Bidford on avon
    FCA verified
    Creating, preserving and managing our clients’ wealth since 2001
    223
    £50k+
    Can help with
    Pensions & retirement
  • Matt Pearson - Prosperity Wealth Ltd

    Mappleborough green
    FCA verified
    We Offer Effective Solutions For All Aspects Of Financial Management Independent Advice Tailored to You
    100
    £0+
    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.
    97
    £50k+
    Can help with
    Pensions & retirement
  • Perspective (Warwickshire)

    Temple grafton
    FCA verified
    For over 35 years our purpose has been clear: to provide expert, specialised financial planning and wealth management advice that enables you, to make full and effective use of your financial resources, so you can plan and achieve the future you desire.
    32
    £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.

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.