Best Financial Advisors in Coventry

Handpicked from 49 vetted & reviewed Financial Planning & Wealth Management firms in the Coventry area, explore the top 5 standout choices among the selected group of 24 finalists.

Corrigans Financial Services

Corrigans Financial Services

(3)
“Excellent profesional business”
5, Sycamore Court, 5 Sycamore Ct, Birmingham Rd, Allesley, Coventry CV5 9BA
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Future Perfect Financial Solutions

Future Perfect Financial Solutions

(49)
Mortgages, Calculators, Protection
“I have been using Kyle Adams from Future Perfect for a number of years. The advice given is always in an easily understandable way so that I can make the right decision for myself.”
Binley Business Park, Orchard Court 4, Coventry CV3 2TQ
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Spellman Financial Services - Mortgage Broker

Spellman Financial Services - Mortgage Broker

(42)
  • Knowledge
  • Understand
  • Remortgage
“EXCELLENT SERVICE. Was very nervous aged 55 not sure if I could get a mortage on my own, Luke reassured me I could. I went for a new build house the builders sales team was very demanding to push the sale through quickly. Luke was under alot of pr...”
Stoney Rd, Coventry CV3 6HY
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Gardner Financial Management

Gardner Financial Management

(38)
Mortgages, Protection Planning, Inheritance Tax Planning
“The team at gardner financial are always available to talk. Lee explains things in a simple way so all can understand. They talk through advantages and disadvantages. They explain costs. I enjoy dealing with Team Gardner. They have helped me through ...”
Free Initial Consultation
9 Floyd Grove, Balsall Common, Coventry CV7 7RP
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Plan With Neil

Plan With Neil

(21)
“I contacted plan with Neil as my previous IFA'S had gone into liquidation. I required answers regarding my pension that I couldnt find by myself. Neil got the answers for me and I am very happy with the service he provides”
Transparent Fees & Pricing
In Business Since 2021
37 St Ives Rd, Coventry CV2 5FY
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
98 (100)
Minimum Reputation Rank
98.7 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
Jamieson Christie Wealth Management

Jamieson Christie Wealth Management

(42)
  • Responsive
  • Meeting
  • Fund
“Easy to deal with plus open and professional with all issues. Good performance with investments Positive Responsiveness, Quality, Professionalism, Value”
In Business Since 2004
Regent House, 430-432 Kenilworth Rd, Balsall Common, Coventry CV7 7DN
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Cromwell & Co Insolvency Practitioners

Cromwell & Co Insolvency Practitioners

(27)
  • Price
  • Team
  • People
“Good value for money and professional people in what they do. Providing some guidance on capital gain tax filing would be very useful even if you could just share a link to some online material.”
5 Mercia Business Village, Coventry CV4 8HX
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Burbage Finance

Burbage Finance

(18)
  • Patient
  • Understanding
  • Price
“I'm very appreciative of Ravinder at Burbage Finance LTD. She was so polite and made the process so easy and straightforward for us. I'm so glad I came across Burbage Finance LTD, I would highly recommend!”
Free Initial Consultation
Unit 6, Central City Industrial Estate, Red Ln, Coventry CV6 5RY
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Otus Mortgages - Independent Broker

Otus Mortgages - Independent Broker

(17)
  • Remortgage
  • Christian
“Another excellent hassle free remortgage from James saving us much needed money every month whilst everything else is going up in cost. All handled completely remotely with nothing but a positive experience throughout. Thanks!”
In Business Since 1996
Stanley House, 1 Warwick St, Earlsdon, Coventry CV5 6ET
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Cityends

Cityends

(14)
  • Rent
“Very friendly and professional staff, a gentleman named Harry was the estate agent who we dealt with when buying our first home, he was always happy to help and quick to respond to any queries and sort out any issues.”
In Business Since 2007
1620 Coventry Rd, Birmingham B26 1AL
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The Financial Advice Bureau

The Financial Advice Bureau

(5)
“We use Mark and his team on a regular basis they really know what they are doing and offer a first class service. would highly recommend to all our clients.”
Sovereign House, 12-14 Warwick St, Earlsdon, Coventry CV5 6ET
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BRI Wealth Management Plc

BRI Wealth Management Plc

(11)
  • Portfolio
“My parents have been clients of BRI for many years and have always been very happy with the advice and returns received from their investments. Following the death of my father in 2020, I have supported my mother in all financial matters. I have fo...”
Transparent Fees & Pricing
Meriden business park, Copse Dr, Millisons Wood, Meriden, Coventry CV5 9RL
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3D IFS Limited

3D IFS Limited

Mobile Allowance Arrangement, Wealth Management,
“We provide honest, professional, chartered advice tailored to deliver the results you desire.”
In Business Since 2013
3 Copse Dr, Millisons Wood, Coventry CV5 9RG
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Pink Diamond Accountants

Pink Diamond Accountants

(4)
“I used Pink Diamond for my fledgling business. I found Selina very down to earth and customer focused, calling around my house and collecting the documents making the whole process very efficient and helpful. I would highly recommend 😀😀😀 …”
Union House, 111 New Union St, Coventry CV1 2NT
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Godiva Financial Planning

Godiva Financial Planning

(13)
  • Life
  • Pension
“Fantastic business. Gurpal is such a knowledgeable and friendly person, which is just what I needed when looking at where to invest my money and save with my pension. I would highly recommend the services.”
Friars House, Manor House Dr, Coventry CV1 2TE
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Real&dream

Real&dream

(3)
“I believe you will be successful, luck with you”
145 Gerard Ave., Coventry CV4 8FY
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Gregory Law Independent Financial Advisors

Gregory Law Independent Financial Advisors

(22)
  • Products
  • Questions
  • Mortgage
“First class service , clear , concise and straightforward with no dramas. We were always kept informed at every stage and found Greg and the team a real breath of fresh air in their approach - thanks again guys !!”
1160, Elliott Court, business park, Herald Ave, Coventry CV5 6UB
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The Mutual Clothing & Supply Co

The Mutual Clothing & Supply Co

(2)
“one of the best out there for lones etc”
In Business Since 1996
771 Stoney Stanton Rd, Coventry CV6 5FX
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Rothesay Bennett Financial Planning

Rothesay Bennett Financial Planning

(1)
“Excellent”
Free Initial Consultation
287 Kenilworth Rd, Balsall Common, Coventry CV7 7EL
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Cotswold Independent Financial Services

Cotswold Independent Financial Services

(1)
Investments, Long Term Care Planning, Mortgage Advisers
“It was great working with everyone here and I'm really grateful for this early opportunity to become a financial adviser. I got a job offer working in a local solicitors practise that I thought would give me some great experience and so said my goodb...”
In Business Since 2016
Stanley House, 1 Warwick St, Earlsdon, Coventry CV5 6ET
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Clay Wealth Management

Clay Wealth Management

(2)
“Brilliant service, stayed with us throughout the whole process and helped us buy our first home.”
Unit 2, The Cobalt Centre Siskin Parkway East, Middlemarch Business Park, Coventry CV3 4PE
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Railpen

Railpen

“Helping members plan their pension journey and achieve their best possible outcomes is a privilege. We efficiently and effectively manage the complexity you would expect us to, but members are at the heart of how we care and support them throughout c...”
In Business Since 2005
2, Rye Hill Office Park, Birmingham Rd, Allesley, Coventry CV5 9AB
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Saverbuddy.co.uk

Saverbuddy.co.uk

(8)
  • Marriage
  • Information
  • Reading
“Many thanks to Pravesh at Saverbuddy in helping me to claim my marriage allowance. I have received the cheque for £275. Now I am about to claim my work from allowance after reading another blog from Saverbuddy. Highly recommend Saverbuddy for saving ...”
7 Castle Cl, Coventry CV3 5JA
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Ashleigh Court

Ashleigh Court

Wealth Maximization, Tax Planning, Financial Strategies
“Ashleigh Court can help with every aspect of your personal financial planning, from wealth management, investments, tax mitigation strategies, wills and trust planning. We also assist business owners with business assessments, business development an...”
In Business Since 1998
Sovereign House, 12-14 Warwick St, Earlsdon, Coventry CV5 6ET
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Retirement Planning and Investment Management Services in Coventry Cost Estimates

Minimum cost
£1253
Maximum cost
£10640
National Average
£3755
Avg Per Hour Rates
£377
£2504
£6885
Typical price range is based on 391 cost profiles
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Average Cost £3755
Minimum cost £1253
Maximum cost £10640
Avg Per Hour Rates £377

Typical range $2504 to $6885 is based on 391 cost profiles.

Why these companies made our list

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