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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
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
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
Dean Wills Financial Planning

Dean Wills Financial Planning

Coventry
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
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
Michael Reed Wealth Management Ltd

Michael Reed Wealth Management Ltd

Coventry
Initial consultation free
FCA verified
Independent
We are an independent firm of Chartered Financial Planners providing a single relationship for all of your financial planning and wealth management needs.
Clients
helped
67
Minimum
wealth
£100k+
Meet the team
Michael Reed
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Wealth Guide

Wealth Guide

Finham
Initial consultation free
FCA verified
Independent
Awarded Financial Times Adviser Top 100 as part of the Rosemount network. Independent, FCA-regulated pension advice, helping clients review, consolidate and plan retirement income. Delivered fully remotely with simple digital tools.
Clients
helped
64
Minimum
wealth
£250k+
Meet the team
Michael Lavin
Can help with
Pensions & retirement
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
Flying Colours Advice

Flying Colours Advice

Coventry
Initial consultation free
FCA verified
Independent
Flying Colours – for a brighter financial future. Whether you’re planning for retirement, running a business, in retirement or in later life, our passion is helping you achieve your financial goals.
Clients
helped
20165
Minimum
wealth
£150k+
Meet the team
Andrew Smith
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care
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
Gareth Jones

Gareth Jones

Coventry
Initial consultation free
FCA verified
Restricted
My approach to financial advice is very clear-cut, yet effective. I look for long-term relationships which are built on mutual respect and trust. Every client is unique, and so the approach is entirely personal
Clients
helped
91
Minimum
wealth
£50k+
Meet the team
Gareth Jones
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Business
Long Term Care
Mortgages
Frequently Asked Questions about Financial Advisers in Coventry