Top 20 Independent Financial Advisers in Kenilworth

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  • Financial Design (Ifa) Ltd

    Kenilworth
    We value face to face advice and feel we work hard to give our clients a better outcome
    38
    £50k+
    9.0
    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.
    13
    £50k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Personal Touch Financial Solutions

    Burton green
    Experienced adviser in retirement options, pensions, investments, Equity release, protection. Also mortgages from a comprehensive range of mortgage providers. Update on Coronavirus The office remains open. If you have an appointment booked or are thinking of booking one soon, I am happy and able to conduct a telephone; Zoom; Skype or factime consultation. Please email me or phone <phone number hidden> / <phone number hidden> to arrange this. We are keeping a close eye on advice from the Government and the World Health Organisation. If you are showing symptoms of the virus, including a continuous cough or fever, if you have been in close contact with someone confirmed to have the virus, or if you have recently travelled to a highly affected area, please do not come to the office. Contact us to arrange a remote session instead.
    99
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Neil Dixon at True Potential Weath Management

    Stoneleigh
    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.
    < 10
    £250k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Harteshwer Thind - PSA Financial Services

    Royal leamington spa
    Our mission is to provide clear, honest, no-nonsense financial solutions. Helping our clients achieve their financial ambitions via a holistic approach to financial planning bespoke to each individual.
    102
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • AFH Wealth Management

    Coventry
    As a highly experienced, financial services professionalI, I pride myself in being able to provide a bespoke global investment proposition in a personal and friendly manor, one that is truly independent and built on trusting long term relationships.
    273
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • 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.
    64
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Jalapeno (UK) Limited

    Finham
    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.
    14
    £20k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • 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.
    10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Alexander House Financial Planning Ltd.

    Coventry
    Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House Financial Planning can look after all your financial needs.
    987
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Wren Sterling

    Royal leamington spa
    We're an Independent Financial Adviser able to advise you on all aspects of pensions, investments, protection and retirement planning.
    530
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Intelligent Financial Advisory Ltd

    Royal leamington spa
    Creating, managing and protecting your wealth the intelligent way
    483
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Flying Colours

    Warwick
    Our mission is to improve the returns of your pensions & investments by minimising costs & maximising the value of financial advice.
    8936
    £50k+
    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.
    85
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Cotswold Independent Financial Services Limited

    Coventry
    Our focus is to build lasting relationships and provide an all round impeccable service.
    82
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • KLO Financial Services

    Warwick
    Offering professional and personal financial solutions across all aspects of financial planning, from pension and investments to mortgages and protection
    126
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Aspect Financial Consultants Ltd

    Royal leamington spa
    < 10
    £250k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Charters Private Wealth

    Warwick
    Are you finding the task of managing your finances daunting? If the answer is yes, we can take the worry out of your life, keep things simple, and give you assurances about your financial future. CONTACT US WITHOUT DELAY.
    32
    £500k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Jamieson Christie Wealth Management Limited

    Balsall
    Chartered Financial Planners and advisers to individuals, companies, trustees and charities offering peace of mind, high quality guidance
    52
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Intelligent Financial Advisory Ltd

    Warwick
    Creating, managing and protecting your wealth the intelligent way
    70
    £100k+
    10.0
    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.