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

Find the best FCA regulated financial advisers in Royal Leamington Spa. Get expert help near you with pensions, investments, retirement planning and more
Royal Leamington Spa, Warwick, Warwickshire
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M&G Advice

M&G Advice

Royal Leamington Spa
Initial consultation free
FCA verified
Restricted
We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
Clients
helped
3287
Minimum
wealth
£50k+
Meet the team
L
Can help with
Pensions & retirement
Investments
Savings
Michael Reed Wealth Management Ltd

Michael Reed Wealth Management Ltd

Royal Leamington Spa
Initial consultation free
FCA verified
Independent
We are an independent firm of Chartered Financial Planners providing a single relationship for all of your financial planning and wealth management needs.
Clients
helped
73
Minimum
wealth
£100k+
Meet the team
Michael Reed
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Ingenious Financial Solutions

Ingenious Financial Solutions

Royal Leamington Spa
Initial consultation free
FCA verified
Independent
We provide sound, financial solutions for our client's needs for today and for their future.
Clients
helped
540
Minimum
wealth
£50k+
Meet the team
Jateen Vagani
R
Can help with
Pensions & retirement
Financial planning
Insurance & protection
Tax & trust planning
Savings
Business
Mortgages
Tim Surguy - True  Potential LLP

Tim Surguy - True Potential LLP

Royal Leamington Spa
Initial consultation free
FCA verified
Independent
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.
Clients
helped
102
Minimum
wealth
£0+
Meet the team
Tim Surguy
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Stepping Stones Financial Solutions Ltd

Stepping Stones Financial Solutions Ltd

Royal Leamington Spa
Initial consultation free
FCA verified
Independent
At times it can be difficult to establish your true financial needs and how to plan. We provide advice in a friendly and understandable manner. Our guidance and support are second to none and we look forward to helping you achieve your financial goals.
Clients
helped
26
Minimum
wealth
£0+
Meet the team
Mark Briggs
Paul Hart
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Savings
Business
Flying Colours Advice

Flying Colours Advice

Royal Leamington Spa
Initial consultation free
FCA verified
Independent
Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
Clients
helped
20533
Minimum
wealth
£150k+
Meet the team
Abigail Thompson
Andrew Smith
Arthur Childs
Billy Ambler
Carl Williams
+16
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care
Ross Foxall - Warwick Wealth Management Ltd

Ross Foxall - Warwick Wealth Management Ltd

Royal Leamington Spa
Initial consultation free
FCA verified
Independent
YOU are the focus of our business: You, your life, your family, your future.
Clients
helped
137
Minimum
wealth
£50k+
Meet the team
Ross Foxall
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Furnley House

Furnley House

Royal Leamington Spa
Initial consultation free
FCA verified
Independent
We're here to help you achieve your dreams.
Clients
helped
168
Minimum
wealth
£100k+
Meet the team
Paul Monk
Magdalena McLaughlin
Graham Kitchener
Jon Kirby
Paul Fazackerley
+3
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
Retirement Solutions (UK) Ltd

Retirement Solutions (UK) Ltd

Royal Leamington Spa
Initial consultation free
FCA verified
Independent
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.
Clients
helped
6358
Minimum
wealth
£0+
Meet the team
Aidan Liley
Christopher Jump
Richard Houghton
Mussa Hussain
David Gill
+2
Can help with
Pensions & retirement
Insurance & protection
Savings
Mortgages
The Private Office

The Private Office

Royal Leamington Spa
Initial consultation free
FCA verified
Independent
Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.
Clients
helped
42386
Minimum
wealth
£150k+
Meet the team
Steffan Alemanno
Abigail Banks
Julian Frere
Roger Clarke
Matthew Cole
+48
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Mortgages
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Frequently Asked Questions about Financial Advisers in Royal Leamington Spa