Top 10 Independent (IFAs) & Restricted Financial Advisers in Coventry

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  • Jalapeno (UK) Limited

    Finham
    FCA verified
    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.
    38
    £0+
    Can help with
    Pensions & retirement

  • AFH Wealth Management LTD

    Coventry
    FCA verified
    The UK’s leading financial planning led wealth management firm. Providing independent financial planning and investment management services to clients who value a long-term relationship
    2224
    £100k+
    Can help with
    Pensions & retirement

  • Beaufort Wealth Management

    Coventry
    FCA verified
    Expert independent advice, tailored to you
    82
    £50k+
    Can help with
    Pensions & retirement
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  • Matt Pearson - Prosperity Wealth Ltd

    Coventry
    FCA verified
    We Offer Effective Solutions For All Aspects Of Financial Management Independent Advice Tailored to You
    109
    £0+
    Can help with
    Pensions & retirement

  • Raymond James Investment Services

    Coventry
    FCA verified
    Truly personal wealth and investment management services for a life well planned. Making your investments work for you - Stocks and Shares, ISAs, Pensions and Offshore Bonds. Discretionary Managed portfolios tailored to you.
    46
    £150k+
    Can help with
    Pensions & retirement

  • Intelligent Financial Advisory Ltd - Jack Bewick

    Coventry
    FCA verified
    A leading 'whole of market' Independent Financial Adviser across Warwickshire, Leicestershire and the Midlands, with access to the most competitive and best performing products on the market.
    22
    £50k+
    Can help with
    Pensions & retirement

  • Lopez Financial Planning (AR of M&G Wealth Advice)

    Coventry
    FCA verified
    I help people achieve financial security by providing expertise across all areas of financial planning (incl protection, retirement and investments). My main drive is to provide clients with peace of mind and allow them to focus on what matters to them.
    30
    £0+
    Can help with
    Pensions & retirement

  • True Potential Wealth Management - Jason Lynch

    Coventry
    FCA verified
    I am a Chartered Financial Planner, Pensions expert and Partner with True Potential Wealth Management, specialising in the complex area of Defined Benefit/Final Salary pension advice, investments and inheritance tax palnning.
    394
    £100k+
    Can help with
    Pensions & retirement

  • BRI Wealth Management

    Coventry
    FCA verified
    Providing peace of mind by securing your financial future.
    13
    £500k+
    Can help with
    Pensions & retirement

  • Ingenious Financial Solutions

    Coventry
    FCA verified
    We provide sound, financial solutions for our client's needs for today and for their future.
    379
    £50k+
    Can help with
    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.