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

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  • Tim Surguy - True Potential LLP

    Nuneaton
    FCA verified
    During my 20 years as a Financial Adviser, I have built up an extensive knowledge in all areas of Financial Planning. I strive to achieve the best possible solution to meet my clients needs and objectives as they look to plan for the future.
    18
    £0+
    Can help with
    Pensions & retirement
  • The Private Office

    Nuneaton
    FCA verified
    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.
    26560
    £100k+
    Can help with
    Pensions & retirement
  • DP'S Financial Advice & Services (David Parnell)

    Nuneaton
    FCA verified
    Personal, Trusted, Professional For retirement planning and exceptional wealth management, choose independence and experience.
    357
    £50k+
    Can help with
    Pensions & retirement
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  • Intelligent Financial Advisory Ltd

    Nuneaton
    FCA verified
    Creating, managing and protecting your wealth the intelligent way
    59
    £100k+
    Can help with
    Pensions & retirement
  • PJ Collier Financial Services Ltd

    Tamworth
    FCA verified
    PJ Collier Financial Services Limited are a family run independent financial advisers based in Leicestershire. We pride ourselves on caring deeply and personally about helping all of our clients in any way we can.
    24
    £100k+
    Can help with
    Pensions & retirement
  • Attivo

    Nuneaton
    FCA verified
    We have a team of highly qualified people, and have chosen to remain independent as we think clients should have access to unbiased advice and products from the whole of the market. Stephen Harper Chairman of Attivo
    116
    £100k+
    Can help with
    Financial planning
  • The Private Office

    Tamworth
    FCA verified
    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.
    26560
    £100k+
    Can help with
    Pensions & retirement
  • Consequential Planning Ltd

    Nuneaton
    FCA verified
    We are an independent, directly authorised company based in Bewdley run by the director and Chartered Financial Planner with the support of an admin team that has a wealth of experience in financial services.
    142
    £50k+
    Can help with
    Pensions & retirement
  • MB Wealth Planning

    Nuneaton
    FCA verified
    Welcome to MB Wealth Planning a leading financial planning firm for clients across the country.
    94
    £50k+
    Can help with
    Pensions & retirement
  • Edward Bond Associates

    Nuneaton
    FCA verified
    Personal and professional advice from a Certified Financial Planner. We will work with you to understand your objectives and build a bespoke plan to help you achieve these.
    3545
    £0+
    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.