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

Find the best FCA regulated financial advisers in Caldecote. Get expert help near you with pensions, investments, retirement planning and more

True Potential Wealth Management - Jason Lynch

Nuneaton

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 planning.

Clients
helped

470

Minimum
wealth

£100k+

Can help with

Pensions & retirement

Start enquiry View profile

Ingenious Financial Solutions

Nuneaton

FCA verified

We provide sound, financial solutions for our client's needs for today and for their future.

Clients
helped

480

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

DP'S Financial Advice & Services (David Parnell)

Nuneaton

FCA verified

Personal, Trusted, Professional For retirement planning and exceptional wealth management, choose independence and experience.

Clients
helped

468

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

Imperial Wealth Advisory

Nuneaton

FCA verified

Creating, managing and protecting your wealth the intelligent way

Clients
helped

Minimum
wealth

£150k+

Can help with

Pensions & retirement

Start enquiry View profile

Intelligent Financial Advisory Ltd - Jack Bewick

Nuneaton

FCA verified

A leading 'whole of market' Independent Financial Adviser across Warwickshire, Leicestershire and the Midlands.

Clients
helped

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

Intelligent Financial Advisory Ltd - Jack Bewick

Nuneaton

FCA verified

A leading 'whole of market' Independent Financial Adviser across Warwickshire, Leicestershire and the Midlands.

Clients
helped

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

The Private Office

Nuneaton

FCA verified

Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.

Clients
helped

38122

Minimum
wealth

£150k+

Can help with

Pensions & retirement

Start enquiry View profile

Evelyn Partners

Hartshill

FCA verified

"Are you powered by ‘Good Advice’? At Evelyn Partners we believe that best advice is given by professionals who know you well. Getting to know our clients and building long-term, valued relationships with them is fundamental to everything we do."

Clients
helped

741

Minimum
wealth

£500k+

Can help with

Pensions & retirement

Start enquiry View profile

Advies Wealth Ltd

Hartshill

FCA verified

We are one of the Leading UK Specialists in Independent, FCA-Authorised DB Pension Transfer Advice.

Clients
helped

402

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

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.

Clients
helped

455

Minimum
wealth

£50k+

Can help with

Pensions & retirement

Start enquiry View profile

Show only advisers available for contact

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.