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.
Learn how we score.
Top-rated companies A-Z in Dallas
Power Up Electric
Highlights Chicago Electrical Services
Sapphire Electric
Noteworthy finalists A-Z in DallaS
Power Up Electric
Highlights Chicago Electrical Services
Sapphire Electric
Learn how we score.
Top-rated companies A-Z in Coventry
Corrigans Financial Services
Future Perfect Financial Solutions
Gardner Financial Management
Plan With Neil
Spellman Financial Services – Mortgage Broker
Prominent finalists A-Z in Coventry
3D IFS Limited
Ashleigh Court
BRI Wealth Management Plc
Burbage Finance
Cityends
Clay Warden Wealth Management
Cotswold Independent Financial Services
Cromwell & Co Insolvency Practitioners
Godiva Financial Planning
Gregory Law Independent Financial Advisors
Jamieson Christie Wealth Management
Otus Mortgages – Independent Broker
Pink Diamond Accountants
Railpen
Real&dream Bookkeeping
Rothesay Bennett Financial Planning
Saverbuddy.co.uk
The Financial Advice Bureau
The Mutual Clothing & Supply Co
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Corrigans Financial Services
(3)
“Excellent profesional business”
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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.”
i
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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...”
“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 ...”
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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”
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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.
“Easy to deal with plus open and professional with all issues. Good performance with investments Positive Responsiveness, Quality, Professionalism, Value”
i
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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.”
i
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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!”
i
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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!”
i
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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.”
i
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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.”
i
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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...”
i
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3D IFS Limited
Mobile Allowance Arrangement, Wealth Management,
“We provide honest, professional, chartered advice tailored to deliver the results you desire.”
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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 😀😀😀 …”
i
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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.”
i
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Real&dream
(3)
“I believe you will be successful, luck with you”
i
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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 !!”
i
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The Mutual Clothing & Supply Co
(2)
“one of the best out there for lones etc”
i
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Rothesay Bennett Financial Planning
(1)
“Excellent”
i
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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...”
i
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Clay Wealth Management
(2)
“Brilliant service, stayed with us throughout the whole process and helped us buy our first home.”
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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...”
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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 ...”
“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...”
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Retirement Planning and Investment Management Services in Coventry Cost Estimates