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

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  • Lord Clarke Ltd

    Rugby
    FCA verified
    In a period of uncertainty our aim is to help you reduce or eliminate financial risk, whilst realising your financial goals. We work hard to help our clients see the difference between how much money they think they have and how much they actually do.
    < 10
    £0+
    Can help with
    Pensions & retirement

  • Beaufort Wealth Management

    Rugby
    FCA verified
    Expert independent advice, tailored to you
    110
    £50k+
    Can help with
    Pensions & retirement

  • 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.
    149
    £100k+
    Can help with
    Pensions & retirement
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  • Intelligent Financial Advisory Ltd - Chervin Dell

    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.
    42
    £50k+
    Can help with
    Pensions & retirement

  • The Private Office

    Rugby
    FCA verified
    Independent, Chartered financial planning firm, as well as our normal face-to-face meeting we are offering online and telephone advice.
    34341
    £100k+
    Can help with
    Pensions & retirement

  • Raymond James Investment Services

    Long lawford
    FCA verified
    Truly personal wealth and investment management services for a life well planned. Making your investments work for you - Stocks and Shares, ISAs, Pensions and Offshore Bonds. Discretionary Managed portfolios tailored to you.
    46
    £150k+
    Can help with
    Pensions & retirement

  • Dean Wills Financial Planning

    Rugby
    FCA verified
    With years of experience in the financial industry, I have developed a deep understanding of the challenges and opportunities that individuals and families face when it comes to managing their wealth.
    Recently added
    £100k+
    Can help with
    Pensions & retirement

  • Intelligent Financial Advisory Ltd

    Rugby
    FCA verified
    Taking a human approach. Creating, managing and protecting your wealth the intelligent way
    142
    £50k+
    Can help with
    Pensions & retirement

  • BRI Wealth Management

    Rugby
    FCA verified
    Providing peace of mind by securing your financial future.
    33
    £500k+
    Can help with
    Pensions & retirement

  • Calum Mackenzie @ PSA Financial Services

    Rugby
    FCA verified
    I am a fully qualified Independent Financial Advisor with a particular focus on complex matters such as trust planning. I am committed to maintaining high standards in all aspects of my work, while fostering strong, long-lasting relationships.
    37
    £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.