Top 20 Independent Financial Advisers in Royal Leamington Spa

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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.
    14
    £50k+
    10.0
    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.
    80
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Charters Private Wealth

    Royal leamington spa
    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.
    < 10
    £500k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • G N Byrd & Company

    Royal leamington spa
    21
    £0+
    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
    44
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Hutt Professional Financial Planning

    Royal leamington spa
    < 10
    £0+
    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.
    60
    £250k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Adrian Brand at True Potential Wealth Management

    Royal leamington spa
    Helping you with your retirement planning and investment goals.
    New adviser
    £0+
    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
  • KLO Financial Services

    Warwick
    Offering professional and personal financial solutions across all aspects of financial planning, from pension and investments to mortgages and protection
    125
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

    All you need to
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  • 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.
    < 10
    £500k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Intelligent Financial Advisory Ltd

    Warwick
    Creating, managing and protecting your wealth the intelligent way
    66
    £100k+
    9.7
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Johnson Gibbs

    Warwick
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Mortgages
  • Flying Colours & Partners

    Warwick
    13
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • PSA Financial Services - Elliot Conteh

    Warwick
    My true passion comes from connecting with individuals and helping them achieve long-term financial goals through pension, investment, and retirement planning.
    36
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Riverfall Financial

    Kenilworth
    We can help if you need trusted advice on pension transfers, investing your money, making the right retirement decisions and planning your financial future. We offer a free, no-obligation initial meeting so you can see if our service is right for you.
    63
    £100k+
    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.
    < 10
    £50k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Financial Design (Ifa) Ltd

    Kenilworth
    We value face to face advice and feel we work hard to give our clients a better outcome
    36
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • JDA Wealth Ltd

    Sherbourne
    Helping clients protect, enhance and manage their wealth.
    25
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Barnett & Partners Ltd

    Kenilworth
    < 10
    £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.