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

Find the best FCA regulated financial advisers in Coventry. Get expert help near you with pensions, investments, retirement planning and more
Coventry, West Midlands Combined Authority
Evelyn Partners

Evelyn Partners

Coventry
Initial consultation free
FCA verified
Restricted
"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
1102
Minimum
wealth
£500k+
Meet the team
H
L
M
D
C
+6
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Stockbroking services
BRI Wealth Management

BRI Wealth Management

Coventry
Initial consultation free
FCA verified
Restricted
Providing peace of mind by securing your financial future.
Clients
helped
43
Minimum
wealth
£500k+
Meet the team
Dan Boardman-Weston
Kate Howells
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Stockbroking services
Mather and Murray Financial

Mather and Murray Financial

Coventry
Initial consultation free
FCA verified
Independent
Independent pension and investment advice. Initial no obligation meeting at no cost. Whole of market mortgage and protection advisers.
Clients
helped
3087
Minimum
wealth
£50k+
Meet the team
Samuel Mather-holgate
Jacob Leggatt
Steve Murray
Can help with
Pensions & retirement
Financial planning
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Business
Long Term Care
and 2 more matches
M&G Advice

M&G Advice

Coventry
Initial consultation free
FCA verified
Restricted
We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
Clients
helped
2292
Minimum
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings
NCL Wealth Partners

NCL Wealth Partners

Coventry
Initial consultation free
FCA verified
Independent
With over 20 years of experience in financial planning and wealth management, I am dedicated to helping business owners, executives, professionals, and their families protect, grow, and enjoy the wealth they have worked hard to build.
Clients
helped
10
Minimum
wealth
£100k+
Meet the team
Graham Nicoll
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Humboldt Financial

Humboldt Financial

Coventry
Initial consultation free
FCA verified
Independent
As a Top 100 Financial Advice Firm recognised by the Financial Times, we specialise in helping individuals build tailored financial plans and ensure they’re being as tax efficient as possible.
Clients
helped
2565
Minimum
wealth
£50k+
Meet the team
Francis Gill
Oliver Canning
Josh Gill
James McNally
Ryan Cook
+1
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Business
Fairstone Group

Fairstone Group

Coventry
Initial consultation free
FCA verified
Independent
Fairstone is one of the top 10 wealth management companies in the UK with more than 50 offices across the country. With a 5-star Trustpilot rating and over 500 advisers, we offer a full range of financial advice and wealth management services.
Clients
helped
15306
Minimum
wealth
£0+
Meet the team
Richard Wood
Ajay Naik
Lauren Herrick
Ruth Heath
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Ingenious Financial Solutions

Ingenious Financial Solutions

Coventry
Initial consultation free
FCA verified
Independent
We provide sound, financial solutions for our client's needs for today and for their future.
Clients
helped
512
Minimum
wealth
£50k+
Meet the team
Jateen Vagani
R
Can help with
Pensions & retirement
Financial planning
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Sharia finance
and 2 more matches
Advice Rooms

Advice Rooms

Coventry
Initial consultation free
FCA verified
Independent
Advice Rooms is a space for all individuals to receive advice regarding their financial & retirement planning.
Clients
helped
631
Minimum
wealth
£50k+
Meet the team
Adam Neal
Jon Thompson
Tracy Muller
Can help with
Pensions & retirement
Financial planning
Savings
MPI Financial Advice

MPI Financial Advice

Coventry
Initial consultation free
FCA verified
Independent
We provide a free update & advice service to help you understand your plans.
Clients
helped
8864
Minimum
wealth
£0+
Meet the team
S
Can help with
Pensions & retirement
Investments
Business
Frequently Asked Questions about Financial Advisers in Coventry