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

Find the best FCA regulated financial advisers in Rugby. Get expert help near you with pensions, investments, retirement planning and more
Rugby, Warwickshire
PSA Financial Services - Elliot Conteh

PSA Financial Services - Elliot Conteh

Rugby
Initial consultation free
FCA verified
Independent
My true passion comes from connecting with individuals and helping them achieve long-term financial goals through pension, investment, and retirement planning.
Clients
helped
405
Minimum
wealth
£50k+
Meet the team
Elliot Conteh
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Calum Mackenzie | PSA Financial Services

Calum Mackenzie | PSA Financial Services

Rugby
Initial consultation free
FCA verified
Independent
Expert financial guidance you can trust. PSA Financial Services offers independent advice to help you plan, protect, and grow your wealth with confidence — providing clear, personalised support for every stage of life.
Clients
helped
77
Minimum
wealth
£50k+
Meet the team
Calum Mackenzie-Yang
Can help with
Pensions & retirement
Investments
Savings
Business
Andrew Carley - True Potential Wealth Management LLP

Andrew Carley - True Potential Wealth Management LLP

Rugby
Initial consultation free
FCA verified
Independent
True Potential provides experienced advice bespoke to each individual client or company. Recognising that everyone’s personal situations are unique, we will take the time to get to know you, what’s important and work with you every step of the way.
Clients
helped
230
Minimum
wealth
£150k+
Meet the team
Kerry Barnett
Andrew Carley
Charlene Boam
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Alan Barber - Intelligent Financial Advisory Ltd

Alan Barber - Intelligent Financial Advisory Ltd

Rugby
Initial consultation free
FCA verified
Independent
Experienced financial adviser providing advice to individuals and businesses around the UK.
Clients
helped
Recently added
Minimum
wealth
£50k+
Meet the team
Alan Barber
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Mather and Murray Financial

Mather and Murray Financial

Rugby
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
Steve Murray
Samuel Mather-holgate
Joseph Ricks
Can help with
Pensions & retirement
Financial planning
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Business
Long Term Care
and 2 more matches
BRI Wealth Management

BRI Wealth Management

Rugby
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
Dean Wills Financial Planning

Dean Wills Financial Planning

Rugby
Initial consultation free
FCA verified
Restricted
With years of experience in the financial industry, I have developed a deep understanding of the challenges and opportunities that individuals and families face when it comes to managing their wealth.
Clients
helped
102
Minimum
wealth
£100k+
Meet the team
Dean Wills
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Stockbroking services
MB Wealth Planning

MB Wealth Planning

Rugby
Initial consultation free
FCA verified
Independent
Welcome to MB Wealth Planning a leading financial planning firm for clients across the country.
Clients
helped
192
Minimum
wealth
£50k+
Meet the team
Matthew Barker
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Ingenious Financial Solutions

Ingenious Financial Solutions

Rugby
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
Quilter Cheviot Financial Planning (NE, Midlands, NW and Northern Ireland)

Quilter Cheviot Financial Planning (NE, Midlands, NW and Northern Ireland)

Long lawford
Initial consultation free
FCA verified
Restricted
We’re here to help secure your financial future by supporting you with trusted advice every step of the way. Our experienced planners are here to help with whatever you need, whenever you need it.
Clients
helped
391
Minimum
wealth
£250k+
Meet the team
Patrick Donnini
Richard Collins
Richard Tate
James Jackson
Robin Howcroft
+3
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care
Frequently Asked Questions about Financial Advisers in Rugby