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

I need advice on
Total assets
My postcode
First meeting is free

  • The Private Office

    Bedworth
    FCA verified
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    30521
    £100k+
    Can help with
    Pensions & retirement

  • Neil Dixon at True Potential Weath Management

    Coventry
    FCA verified
    A Chartered Financial Planner & Pensions Specialist, giving quality advice to clients, nationwide. I will help you achieve your retirement dreams. I hold the relevant qualifications to advise in the complex area of Defined Benefit/Final Salary schemes.
    139
    £150k+
    Can help with
    Pensions & retirement

  • Beaufort Wealth Management

    Coventry
    FCA verified
    Expert independent advice, tailored to you
    31
    £50k+
    Can help with
    Pensions & retirement
    Not sure which adviser to pick?
    Answer a few questions to help us find you the perfect match.
    Get matched

  • Ingenious Financial Solutions

    Coventry
    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

  • Quilter Cheviot Financial Planning (North East & Midlands)

    Coventry
    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.
    282
    £250k+
    Can help with
    Pensions & retirement

  • The Private Office

    Coventry
    FCA verified
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    30521
    £100k+
    Can help with
    Pensions & retirement

  • Rothesay Bennett Financial Planning

    Coventry
    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

  • Gareth Jones

    Coventry
    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
    44
    £50k+
    Can help with
    Pensions & retirement

  • Dhruv Vyas - Serenity Wealth Management Ltd

    Coventry
    FCA verified
    Serenity Wealth Management specialises in providing expert advice in a wide array of important areas, including investment, inheritance tax, pension, and protection planning.
    < 10
    £100k+
    Can help with
    Pensions & retirement

  • ISJ Independent Financial Planning

    Coventry
    FCA verified
    I’m not your typical Award winning Chartered Financial-planner. I provide professional, relaxed advice, to people retiring, divorcing or with money to Invest
    72
    £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.