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

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  • Andrew Carley - True Potential Wealth Management LLP

    Rugby
    FCA verified
    True 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.
    103
    £100k+
    Can help with
    Pensions & retirement

  • Heritage Wealth Advisory

    Old milverton
    FCA verified
    We offer Free No Obligation Pension Reviews, whether it be a Final Salary Scheme; a SIPP or a Personal Pension
    13
    £0+
    Can help with
    Pensions & retirement

  • Ingenious Financial Solutions

    Nuneaton
    FCA verified
    We provide sound, financial solutions for our client's needs for today and for their future.
    325
    £50k+
    Can help with
    Pensions & retirement
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  • 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.
    55
    £100k+
    Can help with
    Pensions & retirement

  • Andrew Carley - True Potential Wealth Management LLP

    Royal leamington spa
    FCA verified
    True 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.
    103
    £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.
    105
    £50k+
    Can help with
    Pensions & retirement

  • Flying Colours Advice

    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.
    18211
    £150k+
    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.
    97
    £150k+
    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

  • Simpson Financial Services Limited

    Royal leamington spa
    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.
    147
    £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.