Explore Financial Advisers Serving Coventry

Review the services and client experiences of 7 financial advisers serving Coventry. Whether you need pension planning, investment advice or broader financial guidance, identify relevant professionals and ask about consultations and fees.
Jamieson Christie Wealth Management is a Chartered financial planning firm offering independent, tailored advice to help clients grow, manage, and preserve wealth. We specialise in retirement planning, pensions, investments, and estate strategies, combining technical expertise with a client-focused approach. Our commitment to excellence is demonstrated through our Chartered status and dedication to proactive, transparent financial guidance.
Retirement planning Pensions advice Investment management
Proactive advice Personalised service Market expertise
4 reviews
BRI Group
50+ Years
4 reviews
BRI Group provides expert financial planning and wealth management services, specialising in retirement planning, inheritance tax strategies, and investment management. With a client-centric approach since 1968, we offer tailored solutions for individuals, charities, and businesses across the UK. Our independent status ensures unbiased advice, combining in-house expertise with partnerships to deliver comprehensive financial strategies.
Financial Planning Investment Management Retirement Planning
Confident about financial future Best interests at heart Right financial decisions
Simpson Financial Services provides independent financial planning, mortgage advice, and wealth management solutions. Established in 2004, we offer tailored strategies to individuals and businesses across the UK, focusing on retirement planning, tax efficiency, and investment management. Our client-first approach ensures long-term support and adaptable financial solutions.
Financial Planning Mortgage Advice Wealth Management
Expert, tailored advice Professional and friendly team Confidence in retirement planning
Cromwell & Co & Co are licensed insolvency practitioners providing expert advice and solutions for companies, partnerships, and individuals in financial distress. We specialise in administration, liquidation, voluntary arrangements, and creditor negotiations, offering impartial guidance to navigate insolvency challenges. Our services aim to rescue viable businesses, manage debt restructuring, and ensure compliance with legal obligations while protecting client interests.
Administration Company Voluntary Arrangement Creditors Voluntary Liquidation
Not rated yet
Cotswold IFS
31 Years
Not rated yet
Cotswold IFS provides independent financial advice across retirement planning, estate management, and wealth protection. Based in Coventry and regulated by the FCA, we offer tailored solutions for individuals and businesses. Our 30-year heritage combines technical expertise with client-focused service.
Retirement Planning Estate Planning Wealth Management
Highly professional service Patient and thorough explanations Excellent financial solutions
Oakwood Financial Advisers Financial Advisers provides expert financial planning services specialising in retirement solutions, investment strategies, mortgage advice, and protection products. Our FCA-regulated team delivers tailored recommendations through comprehensive client reviews, prioritising transparency and ethical practice. We serve UK clients with a focus on long-term financial security and customer satisfaction.
Retirement Planning Investments Protection
Janine Edwards Wealth Management is a client-focused financial advisory firm based in Berkswell, West Midlands. We specialise in retirement planning, investment management, and wealth protection strategies for private individuals and businesses. Our service combines technical expertise with personalised guidance to help clients achieve long-term financial security.
Investment Management Retirement Planning Protection Strategies
Strong technical knowledge Personal attention Sound recommendations
Leamington (8.1 mi) Solihull (11.2 mi) Sutton Coldfield (16.9 mi) Stratford-upon-Avon (17.0 mi) Birmingham (17.2 mi) Tamworth (17.4 mi) Leicester (22.3 mi) Lichfield (23.0 mi) Loughborough (28.2 mi) Northampton (28.4 mi)