Top 20 Independent Financial Advisers in Coventry

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  • Retirement Solutions (UK) Ltd

    Coventry
    We offer a specialist advised service covering all your options at retirement, including Annuities, Flexible Drawdown, and Defined Benefit transfers. We also offer a full financial planning service incorporating Inheritance Tax Planning, Investment Advice
    20
    £0+
    9.2
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Ingenious Financial Solutions

    Coventry
    We provide sound, financial solutions for our client's needs for today and for their future.
    47
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Pension Planner

    Coventry
    We are highly rated (4.9/5 on Trustpilot) Independent Financial Advisers in Coventry, helping people at every stage of retirement to maximise their pension and achieve their ideal lifestyle.
    77
    £50k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Adam McCarthy at True Potential Wealth Management

    Coventry
    I put my clients interests and financial goals absolutely at the heart of my business, priding myself in giving expert advice across all areas of financial planning, with a particular specialism in pension advice, including Defined Benefit transfers.
    11
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Mark Lightfoot

    Coventry
    Retirement and Pension Specialist, locally based, over 21 years experience. Call today for a free consultation or informal chat, even if you just want to sense-check your decisions or ask a quick question.
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Harmony Wealth Management LTD

    Coventry
    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.
    12
    £100k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Fairstone Financial Management Ltd

    Coventry
    One of the UK’s largest Chartered financial planning firms and rated Number 1 in the Asset Management category on Trustpilot.
    66
    £0+
    9.1
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • i-Pensions Advisory Ltd

    Coventry
    I am dual authorised through the Financial Conduct Authority and have permission to provide specific Final Salary transfer advice
    15
    £50k+
    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.
    65
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Rothesay Bennett Financial Planning

    Coventry
    All advisers at Rothesay Bennett are highly qualified and have a minimum 9 years experience advising clients.
    15
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Alexander House Financial Planning Ltd.

    Coventry
    Providing experienced financial advice remotely - friendly, ethical, knowledgeable, and professional. Alexander House can look after all your financial needs.
    24
    £50k+
    10.0
    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.
    258
    £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.
    11
    £20k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • The Private Office

    Coventry
    Independent, Chartered financial planning firm, as well as our normal face to face meeting we are offering online and telephone advice, in response to Coronavirus. We’re here to support you.
    31
    £100k+
    9.5
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Sandringham Financial Partners

    Coventry
    Your money is precious, so let me help you make the most of it.
    81
    £20k+
    10.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Harteshwer Thind - PSA Financial Services

    Coventry
    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.
    29
    £20k+
    9.4
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Barnett & Partners Ltd

    Kenilworth
    < 10
    £0+
    7.0
    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
  • 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

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.