Top 20 Independent Financial Advisers in Warwickshire

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  • Peter Blackhall at Midwinter Financial Planning

    Baginton
    A Solihull based Chartered Independent Financial Adviser. I hold CII Level 6 Advanced Diploma in Regulated Financial Planning, and Certificates in Paraplanning, Pension Transfer Advice, Discretionary Investment Management, and Securities Advice & Dealing.
    41
    £150k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • DP'S Financial Advice & Services (David Parnell)

    Nuneaton
    Personal, Trusted, Professional For retirement planning and exceptional wealth management, choose independence and experience.
    300
    £50k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • AFA

    Rugby
    You are the focus of our business: You, your life, your family, your future.
    23
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
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  • Plan with Neil

    Southam
    I am the IFA with a difference. I focus on increasing your financial happiness by understanding your goals and objectives. I am transparent about my fees and I do not charge an upfront fee. I offer great value independent financial advice.
    238
    £0+
    8.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Opal Wealth Management Ltd

    Coleshill
    We are independent financial advisers based in Wolverhampton. We offer financial advice and tailored services covering financial planning, retirement planning, pensions, savings and investments.
    695
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Harmony Wealth Management LTD

    Stratford upon avon
    The great joy of financial freedom, is having your heart and mind free from worry about life's uncertainties. My aim is to pave the way for a more secure financial future for you and your family.
    111
    £100k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Jalapeno UK Limited

    Stratford upon avon
    Everyone's needs and objectives are unique. This is why our belief in tailor-made, personal service lies at the heart of the Jalapeno (UK) Limited approach.
    24
    £0+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Rothesay Bennett Financial Planning

    Alcester
    All advisers at Rothesay Bennett are highly qualified and have a minimum 9 years experience advising clients.
    222
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Peter Blackhall at Midwinter Financial Planning

    Royal leamington spa
    A Solihull based Chartered Independent Financial Adviser. I hold CII Level 6 Advanced Diploma in Regulated Financial Planning, and Certificates in Paraplanning, Pension Transfer Advice, Discretionary Investment Management, and Securities Advice & Dealing.
    41
    £150k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Paul D Wilson at True Potential

    Kenilworth
    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.
    30
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Intelligent Financial Advisory Ltd

    Nuneaton
    Creating, managing and protecting your wealth the intelligent way
    49
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Intelligent Financial Advisory Ltd

    Tredington
    Creating, managing and protecting your wealth the intelligent way
    48
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Ravi Jay at PSA Financial Services Ltd

    Rugby
    16
    £50k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Rothesay Bennett Financial Planning

    Rugby
    All advisers at Rothesay Bennett are highly qualified and have a minimum 9 years experience advising clients.
    222
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Colin Thomson - Alexander House Financial Planning Ltd

    Royal leamington spa
    Providing experienced financial advice remotely - friendly, ethical, knowledgeable and professional. Alexander House can look after all your financial needs.
    75
    £500k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Rothesay Bennett Financial Planning

    Wolvey
    All advisers at Rothesay Bennett are highly qualified and have a minimum 9 years experience advising clients.
    222
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Integrity Wealth Solutions Ltd

    Nuneaton
    Wealth Management and Bespoke Financial Planning .... helping YOU achieve YOUR goals
    35
    £150k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Heritage Wealth Advisory

    Stratford upon avon
    We offer Free No Obligation Pension Reviews, whether it be a Final Salary Scheme; a SIPP or a Personal Pension
    < 10
    £0+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Group Ltd

    Stratford upon avon
    Fairstone incorporates one of the largest Chartered financial planning firms in the UK and is the number one rated wealth management house on Trustpilot.
    6641
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Alterno Wealth

    Royal leamington spa
    We're committed to delivering the highest standard of service, tailored for you, to help you to achieve your financial goals.
    86
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    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.