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

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  • Roisin Ni Chonghaile at True Potential

    Kenilworth
    FCA verified
    Over the past 28 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.
    94
    £50k+
    Can help with
    Pensions & retirement

  • Dhm Wynchwood LLP

    Stratford upon avon
    FCA verified
    Established in 1973, DHM has a history of providing good advice to individuals and businesses.
    < 10
    £0+
    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.
    231
    £250k+
    Can help with
    Pensions & retirement
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  • DP'S Financial Advice & Services (David Parnell)

    Nuneaton
    FCA verified
    Personal, Trusted, Professional For retirement planning and exceptional wealth management, choose independence and experience.
    368
    £50k+
    Can help with
    Pensions & retirement

  • 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.
    Recently added
    £150k+
    Can help with
    Pensions & retirement

  • Simpson Financial Services Ltd

    Henley in arden
    FCA verified
    Simpson Financial Services was established in 2004 with one aim – to provide you with the highest standard of financial advice and care. We help you reach your goals through financial planning, mortgage and protection advice, and wealth management.
    129
    £50k+
    Can help with
    Pensions & retirement

  • Tim Surguy - True Potential LLP

    Kenilworth
    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.
    36
    £0+
    Can help with
    Pensions & retirement

  • Gareth Jones

    Wellesbourne and walton
    FCA verified
    My 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
    25
    £50k+
    Can help with
    Pensions & retirement

  • Colin Thomson - Alexander House Financial Planning Ltd

    Kenilworth
    FCA verified
    Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House Financial Planning can look after all your financial needs.
    45
    £100k+
    Can help with
    Pensions & retirement

  • Imperial Wealth Advisory

    Warwick
    FCA verified
    Creating, managing and protecting your wealth the intelligent way
    107
    £50k+
    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.