Top 10 Independent (IFAs) & Restricted Financial Advisers in Royal Leamington Spa

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  • Wren Sterling

    Royal leamington spa
    FCA verified
    We're an Independent Financial Adviser able to advise you on all aspects of pensions, investments, protection and retirement planning.
    1158
    £50k+
    Can help with
    Pensions & retirement
  • Newstead Clark

    Royal leamington spa
    FCA verified
    Newstead Clark Financial Services offers personalised advice that’s tailored to your individual circumstances and financial goals. They take pride in building long-lasting relationships with their clients, based on trust, integrity, and transparency.
    140
    £50k+
    Can help with
    Pensions & retirement
  • Simpson Financial Services Ltd

    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.
    108
    £100k+
    Can help with
    Pensions & retirement
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  • Roisin Ni Chonghaile at True Potential

    Royal leamington spa
    FCA verified
    Over the past 28 years I have helped people in Kenilworth and the local areas to really make a change for the better in their lives in various financial planning need areas.
    93
    £50k+
    Can help with
    Pensions & retirement
  • Jalapeno (UK) Limited

    Royal leamington spa
    FCA verified
    Everyone's financial needs and objectives are unique. This is why our belief in tailor-made, personal financial advice lies at the heart of the Jalapeno (UK) Ltd. philosophy.
    37
    £0+
    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.
    57
    £50k+
    Can help with
    Pensions & retirement
  • Neil Dixon at True Potential Weath Management

    Royal leamington spa
    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.
    117
    £100k+
    Can help with
    Pensions & retirement
  • Retirement Solutions (UK) Ltd

    Royal leamington spa
    FCA verified
    We are one of the UK's leading Retirement Advice firms. Our expert Protection advisers can provide you with market leading quotes, without obligation. Whatever your need, wherever in the UK you are based, we are confident we will be able to help you.
    4266
    £0+
    Can help with
    Pensions & retirement
  • Tim Surguy - True Potential LLP

    Royal leamington spa
    FCA verified
    During my 20 years as a Financial Adviser, I have built up an extensive knowledge in all areas of Financial Planning. I strive to achieve the best possible solution to meet my clients needs and objectives as they look to plan for the future.
    32
    £0+
    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
    12
    £0+
    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.

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