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

I need advice on
Total assets
My postcode
First meeting is free

  • Ashleigh Court Private Client Wealth Managment Ltd

    Bedworth
    FCA verified
    Our Aim: To ensure that you are financially free when you plan to be or when you need it most.
    < 10
    £250k+
    Can help with
    Business

  • Iconic Investments (Gb) Ltd

    Henley in arden
    FCA verified
    We are here to help with your Financial matters.
    < 10
    £50k+
    Can help with
    Pensions & retirement

  • Mercia Financial Planning Ltd

    Cawston
    FCA verified
    Friendly, independent financial advisers with over 50 years experience. We pride ourselves on expert advice, keeping things simple and transparency.
    79
    £0+
    Can help with
    Pensions & retirement
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  • Furnley House Leamington Spa Limited

    Royal leamington spa
    FCA verified
    We could help you live the life you want to lead.
    16
    £100k+
    Can help with
    Pensions & retirement

  • Hutt Professional Financial Planning

    Royal leamington spa
    FCA verified
    < 10
    £0+
    Can help with
    Business

  • Simpson Financial Services Ltd

    Royal leamington spa
    FCA verified
    Simpson Financial Services was established in 2004 with one aim – to provide you with the highest standard of financial advice and care. We help you reach your goals through financial planning, mortgage and protection advice, and wealth management.
    89
    £50k+
    Can help with
    Pensions & retirement

  • Amherst Financial Management Ltd

    Royal leamington spa
    FCA verified
    < 10
    £0+
    Can help with
    Savings

  • Ethan Griffiths at PSA Financial Services

    Southam
    FCA verified
    We strive to provide clear, honest, no-nonsense financial solutions, Helping our clients achieve their financial ambitions.
    28
    £50k+
    Can help with
    Pensions & retirement

  • Wrap Investments Wealth Management

    Cosford
    FCA verified
    < 10
    £0+
    Can help with
    Pensions & retirement

  • Heritage Wealth Advisory

    Old milverton
    FCA verified
    We offer Free No Obligation Pension Reviews, whether it be a Final Salary Scheme; a SIPP or a Personal Pension
    11
    £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.