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

My true passion comes from connecting with individuals and helping them achieve long-term financial goals through pension, investment, and retirement planning.
Clients
helped
helped
405
Minimum
wealth
wealth
£50k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings

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
helped
77
Minimum
wealth
wealth
£50k+
Meet the team
Can help with
Pensions & retirement
Investments
Savings
Business

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
helped
230
Minimum
wealth
wealth
£150k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Savings

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
helped
Recently added
Minimum
wealth
wealth
£50k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings

Independent pension and investment advice. Initial no obligation meeting at no cost. Whole of market mortgage and protection advisers.
Clients
helped
helped
3087
Minimum
wealth
wealth
£50k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Business
Long Term Care
and 2 more matches

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
helped
102
Minimum
wealth
wealth
£100k+
Meet the team
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Stockbroking services
Clients
helped
helped
512
Minimum
wealth
wealth
£50k+
Meet the team
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)
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
helped
391
Minimum
wealth
wealth
£250k+
Meet the team
+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


