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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
Rugby, Warwickshire
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PSA Financial Services - Elliot Conteh

PSA Financial Services - Elliot Conteh

Rugby
Initial consultation free
FCA verified
Independent
My true passion comes from connecting with individuals and helping them achieve long-term financial goals through pension, investment, and retirement planning.
Clients
helped
405
Minimum
wealth
£50k+
Meet the team
Elliot Conteh
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Quilter Cheviot Financial Planning (NE, Midlands, NW and Northern Ireland)

Quilter Cheviot Financial Planning (NE, Midlands, NW and Northern Ireland)

Long Lawford
Initial consultation free
FCA verified
Restricted
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.
Clients
helped
406
Minimum
wealth
£250k+
Meet the team
Patrick Donnini
Richard Collins
Richard Tate
James Jackson
Robin Howcroft
+3
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care
Intelligent Financial Advisory Ltd

Intelligent Financial Advisory Ltd

Rugby
Initial consultation free
FCA verified
Independent
Taking a human approach. Creating, managing and protecting your wealth the intelligent way
Clients
helped
152
Minimum
wealth
£50k+
Meet the team
Sukhpal Toor
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Count Finance

Count Finance

Rugby
Initial consultation free
FCA verified
Restricted
UK’s first fully automated financial adviser. Get a personalised plan in minutes. No minimum wealth. No jargon. No pressure. Clear steps to help you save, invest, and move forward with confidence.
Clients
helped
2631
Minimum
wealth
£0+
Meet the team
Laura Cornely
Karl Townsend
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Evelyn Partners

Evelyn Partners

Churchover
Initial consultation free
FCA verified
Restricted
"Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
Clients
helped
1521
Minimum
wealth
£500k+
Meet the team
H
L
M
D
C
+6
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Stockbroking services
Mather and Murray Financial

Mather and Murray Financial

Rugby
Initial consultation free
FCA verified
Independent
Independent pension and investment advice. Initial no obligation meeting at no cost. Whole of market mortgage and protection advisers.
Clients
helped
3186
Minimum
wealth
£50k+
Meet the team
Steve Murray
Samuel Mather-holgate
Joseph Ricks
Can help with
Pensions & retirement
Financial planning
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Business
Long Term Care
and 2 more matches
Alan Barber - Intelligent Financial Advisory Ltd

Alan Barber - Intelligent Financial Advisory Ltd

Rugby
Initial consultation free
FCA verified
Independent
Experienced financial adviser providing advice to individuals and businesses around the UK.
Clients
helped
< 10
Minimum
wealth
£50k+
Meet the team
Alan Barber
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Douglas Steers & Company

Douglas Steers & Company

Rugby
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
11821
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Simeon Page
+10
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Evelyn Partners

Evelyn Partners

Dunchurch
Initial consultation free
FCA verified
Restricted
"Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."
Clients
helped
1521
Minimum
wealth
£500k+
Meet the team
H
L
M
D
C
+6
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Stockbroking services
NCL Wealth Partners

NCL Wealth Partners

Rugby
Initial consultation free
FCA verified
Independent
With over 20 years of experience in financial planning and wealth management, I am dedicated to helping business owners, executives, professionals, and their families protect, grow, and enjoy the wealth they have worked hard to build.
Clients
helped
36
Minimum
wealth
£100k+
Meet the team
Graham Nicoll
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
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Frequently Asked Questions about Financial Advisers in Rugby