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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
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
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
985
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
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
2545
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
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
985
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
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
3063
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
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
623
Minimum
wealth
£50k+
Meet the team
Adam Neal
Jon Thompson
Tracy Muller
Can help with
Pensions & retirement
Financial planning
Savings
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
20066
Minimum
wealth
£150k+
Meet the team
Andrew Smith
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care
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
95
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
BRI Wealth Management

BRI Wealth Management

Coventry
Initial consultation free
FCA verified
Restricted
Providing peace of mind by securing your financial future.
Clients
helped
42
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
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
505
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
Frequently Asked Questions about Financial Advisers in Coventry