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BRI Wealth Management Plc

(8)

Corporate, Intermediaries, Charities & Trusts

“I have had the pleasure of working with BRI for a number of years and the professional approach, focus on the customer needs and overall service has been exceptional. Andy Gillett and his team have been open, transparent and clear in their advice. I ...”

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Future Perfect Financial Solutions

(30)

Mortgages, Calculators, Protection

“Graeme at Future Perfect Financial Solutions was fantastic from start to finish. He was very professional, prompt in answering my questions and gave me really helpful guidance with the purchase of my new house. I will definitely use Future Perfect...”

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Spellman Financial Services - Mortgage Broker

(30)

Knowledge
Understand
Phone Calls

“Luke has been fantastic, he's provided sound advice throughout the entire process. He offers a friendly and professional service, and I would definitely recommend him to anyone that is seeking mortgage-broker service(s) Thank you!!”

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Godiva Wealth Management

(26)

Tax and Trust Planning, Advice For Businesses, Investments and Savings

“Daljit has been assisting us with our investments for many years and we have always been very pleased and impressed with his advice, his responsiveness and the super friendly and personal attention that we have received. We'd have no hesitation in re...”

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Plan With Neil

(15)

Mind
Sound
Pension

“Neil of "Plan with Neil" provides a great financial adviser service. His way of charging for his services is a little different to most advisers but it seems to be a good way of doing it. Have a look at his web sight to see the details. It is all ver...”

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Gardner Financial Management

(29)

Mortgages, Protection Planning, Inheritance Tax Planning

“I recommend Gardner Financial Management to anyone. Very professional and most importantly: friendly team, always happy to help. I can't thank them enough for all their assistance with my mortgage and life insurance. Simply The Best. Thank you!”

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Otus Mortgages - Independent Broker

(16)

Christian

“Fantastic professional service. Dealt with Christian who was always very active and quick to respond to emails even when outside of working hours. Would recommend to anyone and will definitely use again!”

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Cityends

(13)

“I took a chance with chance with these guys a few years back and must say they know how to conduct business. The only 1 negative is they don't have enough maintenance staff to service their properties.”

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Corrigans Financial Services

(3)

Shares, National Savings, Repayment Mortgages

“Excellent profesional business”

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Jamieson Christie Wealth Management

(30)

Support
Responsive
Decision

“I engaged Jamieson Christie as my Financial Advisor just over 3 years ago as I was looking to retire early and needed a company that I could rely on and trust. Since then, Dominic and the rest of the team have provided outstanding support and serv...”

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Burbage Finance

(5)

“Excellent and prompt service. Very professional and efficient. Would definitely recommend.”

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Aimgb Limited - Coventry

(1)

Payroll & Auto Enrolment, Business Startups, Mortgages & Pensions

“We have used the services of Peter to assist us with the smooth transition from sole trader to limited company. I am most impressed so far, in particular his prompt attention to my queries and is always available when I call. We would happily reco...”

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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...”

FAQs

How can I set up auto-enrolment as an employer?

Every employer must set up an auto-enrolment scheme for their employees as is written in the law. You can do this by entering each employee into a workplace pension and make contributions for them as their employer. There are many government-approved schemes.

How much does independent financial advice cost?

Personal finance advice costs can vary depending on your individual requirements. The best thing to do is to get in touch with us directly for a free quote/discussion.

What is retirement planning?

Retirement planning concerns planning for your personal circumstances later on in life, and can refer to having financial plans in place so that you can retire at an earlier age than originally planned.

Do you provide help with working out retirement income?

Our retirement planning, including income, is fully inclusive to ensure that you know exactly what you have coming in when you reach retirement age. This includes helping to find the best place for your finances.

I have a Will, why do I need a Power of Attorney?

Powers of Attorney are usually designed to help when you no longer have the capacity to make your own decisions. Having this in place before you lose the capacity to make your own decisions regarding health, wealth and welfare is essential to your family being able to gain access to your money when you are required to pay for care without having to go through the courts which can be long and costly.

You can find more info on the FAQ page of our website.

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PMC Financial Planning

(1)

Pensions & Retirement Planning, Estate Planning, Protection

“I have had the privilege of sourcing Peter McNulty (IFA)'s knowledge for team members, on two occasions to date. I received positive feedback on both occasions, both stated that Peter provided current and impartial advice that he was highly knowledge...”

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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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Real&dream Bookkeeping

(3)

“I believe you will be successful, luck with you”

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The Financial Advice Bureau

(3)

“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.”

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The Mutual Clothing & Supply Co

(2)

“one of the best out there for lones etc”

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Pink Diamond Accountants

(2)

“Fabulous service, always friendly and helpful. Wouldn't use anybody else.”

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Clay Warden Wealth Management

(2)

“Brilliant service, stayed with us throughout the whole process and helped us buy our first home.”

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Saverbuddy.co.uk

(8)

Information
Marriage
Work From Home

“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 ...”

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Gregory Law Independent Financial Advisors

(7)

“My advisor James Elliott has been very professionally supportive, I can not thank him enough for the support he provided me while applying for a mortgage. Went above and beyond to help us get the best mortgage possible. 👏👏👏”

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Sapient Wealth Management

“With over 30 years of experience we will ensure you always get the best guidance. We have satisfied rigorous criteria relating to professional qualification and ethical good practice. It means you can be confident that you are dealing with a firm tha...”

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JEM Wealth Management Limited

“M&G plc は、イングランドを登録地、及び主たる事業領域とする会社で、その関連会社は有数の貯蓄・投資機関として基盤を確立しています。M&G plcは、Prudential Assurance Company Limited（プルデンシャル・アシュアランス・カンパニー・リミテッド）の直接親会社です...”

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Average Cost	£3755
Minimum cost	£1253
Maximum cost	£10640
Avg Per Hour Rates	£377

Best Financial Advisors in Coventry

The highest-rated Financial Planning & Wealth Management companies out of 49 vetted & reviewed in the Coventry area.

BRI Wealth Management Plc

Future Perfect Financial Solutions

Spellman Financial Services - Mortgage Broker

Godiva Wealth Management

Plan With Neil

Gardner Financial Management

Otus Mortgages - Independent Broker

Cityends

Corrigans Financial Services

Jamieson Christie Wealth Management

Burbage Finance

Aimgb Limited - Coventry

Cotswold Independent Financial Services

PMC Financial Planning

3D IFS Limited

Real&dream Bookkeeping

The Financial Advice Bureau

The Mutual Clothing & Supply Co

Pink Diamond Accountants

Clay Warden Wealth Management

Saverbuddy.co.uk

Gregory Law Independent Financial Advisors

Sapient Wealth Management

JEM Wealth Management Limited

Retirement Planning and Investment Management Services in Coventry Cost Estimates

Why these companies made our list

Wealth Management Advisors near Coventry

Popular in Coventry