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

Find the best FCA regulated financial advisers in Rugby. Get expert help near you with pensions, investments, retirement planning and more

Hymans Robertson Personal Wealth

Rugby

FCA verified

Get expert support at every life stage, from the start of your career to retirement. Our services, driven by technology and expert advice, focus on long-term investing, backed by 100 years of experience from our parent company.

Clients
helped

183

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

Ingenious Financial Solutions

Rugby

FCA verified

We provide sound, financial solutions for our client's needs for today and for their future.

Clients
helped

483

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

Calum Mackenzie | PSA Financial Services

Rugby

FCA verified

Expert financial guidance you can trust. PSA Financial Services offers independent advice to help you plan, protect, and grow your wealth with confidence — providing clear, personalised support for every stage of life.

Clients
helped

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

BRI Wealth Management

Rugby

FCA verified

Providing peace of mind by securing your financial future.

Clients
helped

Minimum
wealth

£500k+

Can help with

Pensions & retirement

Start enquiry View profile

Mather and Murray Financial

Rugby

FCA verified

Independent pension and investment advice. Initial no obligation meeting at no cost. Whole of market mortgage and protection advisers.

Clients
helped

2990

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

TheWealthPoint

Rugby

FCA verified

You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.

Clients
helped

2898

Minimum
wealth

£250k+

Can help with

Pensions & retirement

Start enquiry View profile

Mattioli Woods

Rugby

FCA verified

With a client first approach, we deliver tailored, tax-efficient financial solutions, from investments and pensions to succession and estate planning. Offering transparent, fee based advice, you can us trust to achieve your financial ambitions.

Clients
helped

Recently added

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

Hymans Robertson Personal Wealth

Dunchurch

FCA verified

Clients
helped

183

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

Intelligent Financial Advisory Ltd

Rugby

FCA verified

I provide bespoke advice to help look after yourself, your family, and your future. I will look at your current position, and look to form and implement a short, medium, and long-term strategy, with you at the centre, to protect and develop your assets.

Clients
helped

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

Intelligent Financial Advisory Ltd

Rugby

FCA verified

Taking a human approach. Creating, managing and protecting your wealth the intelligent way

Clients
helped

147

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

Show only advisers available for contact

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.