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The Best Financial Advisors In Coventry
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Godiva Wealth Management specialises in providing a professional, high quality, bespoke advice service to both private and corporate clients, covering all aspects of wealth management. This includes; Pensions, Investments, Wealth Management, Advice for Businesses and Tax and Trusts.
Our philosophy is built around three core principles; integrity, professionalism and impartiality. What’s more, we pride ourselves on our creative and innovative approach to financial planning. We believe that an important part of being able to deliver this is our status as an Independent Financial Adviser (IFA).
At Godiva Wealth Management Limited, we also use cutting-edge technologies to ensure clear lines of communication with clients. With this, together we can plan carefully and discuss wider financial requirements to help reach your financial goals.
Additionally, we’re proud to provide the fantastic Client Portal. Whenever you need, you’ll be able to view fund and portfolio details, get valuations, and assess progress against investment goals. Are you getting closer to your goals? It takes just seconds to find out.
For those who need advice regarding retirement, our pension transfer specialist holds the required qualifications to provide defined benefit pension transfer advice. To start, we offer a full and objective professional appraisal so you can make an informed decision.
Services
Office
8 Eaton Rd, Coventry CV1 2FF, United Kingdom
We specialise in providing you with quality, professional Financial Advice that you can trust. Whatever your particular requirements, whether it be a mortgage, retirement planning, protection against accident, sickness or death we can ensure that we find the tailor-made solution for you.
We understand that everyone’s different, and that’s why our financial planning approach is as individual as you. We know the financial side of life can be complex and that’s why we work hard to get to know you and your aspirations through careful life planning and consultation. We then provide quality advice services and practical ways to help you achieve the life you want.
With us, progress means development. Financial and life planning that helps you to navigate life’s financial complications, free of financial ambiguity and safe in the knowledge that the professional team is at your side, every step of the way.
Services
Office
8 Eaton Rd, Coventry CV1 2FF, United Kingdom
Simpson Financial Services Ltd
We aim to provide you with the highest standard of financial advice and we believe that an important part of being able to deliver this quality service is our status as independent Financial Adviser or IFA.
Being Independent financial advisers without any commercial third party influence means that not only are we free to explore all possibly financial avenues to help you meet you financial objectives but we are also able to compare and recommend all the various providers of any financial products that you may need. We’re quite happy to share our research with you to show you how we arrive at your personal financial recommendations.
All IFAs at Simpson Financial Services have a broad knowledge on personal finance matters which is important as we always provide better financial planning when we have a full understanding of your current finances. Each IFA also has specialist knowledge in areas such as retirement and pension planning, long term care fees planning, saving and investing and using trusts.
Achieving a balance between planning for the future and ensuring your day to day finances are covered can be a challenge. Financial planning is probably more important today than it’s ever been, as there are numerous options available to you. We offer a comprehensive, independent Financial Planning service, which enables you to plan for the future with confidence.
Services
Office
THE TECHNO CENTRE, Puma Way, Coventry CV1 2TT, United Kingdom
Spellman Financial Services – Mortgage Broker
Our aim is to take the worry and stress out of the process of obtaining a Mortgage. We pride ourself on always being on hand to provide regular updates, deliver excellent customer service and jargon free Mortgage Advice.
Spellman Financial Services was created by owner and Mortgage Broker Luke Spellman to provide an excellent, personal service and local Mortgage & Protection Advice to the people of Coventry & Warwickshire.
He prides himself in always being on hand to provide regular updates, answer any questions and guide customers through the whole process. We’ve been independently rated 5 stars by more than 100 of our customers on Vouched For, Google & Facebook.
As a result Luke has been featured in the Times the last two years in a row, being awarded Vouched Fors Top Rated Financial Advisers Certificate for 2019 and 2020. We pride ourselves in delivering great customer service and always being on hand to help.
However, i’ll never turn down a challenge and do work with Specialist, hard to place cases. So in some instances, we may need to charge a fee. If this is the case, it will be made clear from the outset and will only be payable once the Mortgage has been formally approved and is in place.
Services
Office
102 Stoney Road, Coventry, West Midlands, CV3 6HY
Future Perfect Financial Solutions Ltd
Our aim is to provide clients with peace of mind regarding their financial affairs and to help them achieve their financial goals.
We offer personal, tailored face-to-face advice, the opportunity for annual financial reviews, fast response to any queries you may have and proactive contact so that you can stay informed of any changes that may affect your situation.
We are committed to building long-term relationships with all our clients founded on trust, excellent service and outstanding advice. We are also never too busy to see if we can help your friends, family and colleagues.
Your home may be repossessed if you do not keep up repayments on your mortgage
Our fee for this service is £349 or 1% of the loan amount, if greater. Typically this will be £349. The Financial Conduct Authority (FCA) does not regulate some forms of mortgage.
Established in 1989, Future Perfect is a financial advisory business with 15 Financial Advisers looking after some 6,000 client households across the Midlands. Our team includes specialists in wealth management, mortgages and protection, all supported by a well-trained, efficient, administrative office team.
Services
Office
Orchard Court 4, Binley Business Park, Coventry, CV3 2TQ.
We know how stressful dealing with your finances can be, so why not let us take the stress out of it for you? We can guide you through all your options and we will work with you and help you become better informed and empowered to reach your financial goals.
Impartial Advice – always. We provide a full and in-depth business & personal financial review of your circumstances and then give completely impartial advice on the most appropriate products for you.
As independent financial advisers we have access to a huge range financial products and services from all over the UK.
PMC Financial Planning takes technology one step further. Through our use of investment platforms, we can provide our clients with straightforward and transparent advice in a simple and convenient way.
Value and Choice – We are always searching the market for better value and choice for all and are agile enough to respond to opportunities quickly.
Services
Office
Friars House, Manor House Drive, Coventry CV1 2TE
Oakwood Financial Advisers Ltd
Oakwood Financial Advisers Ltd pride ourselves in the skill, care and diligence that is applied to every client to ensure that your business is dealt with in a highly ethical and professional manner. The fact that we have built our success around personal recommendation is an indication of the honest, open and impartial advice that we provide to our clients.
Our advisers will provide you with impartial advice and can offer pension, investment and insurance products from the whole of the market place. We will be happy to arrange a consultation with you to conduct a personal financial review and will endeavour to find the right solution to meet your personal needs and objectives.
The central core of our business ethos focuses on high level ethical morals and integrity. Senior Management ensure that our ethos is embedded within the culture of our business. We strongly believe in the ‘Treating Customers Fairly’ concept and strive to apply this to all client related matters from our initial contact and throughout our ongoing service to clients.
You can be assured that we offer a clear and fair charging structure and all fees will be agreed with you upfront and confirmed in your personalised Service Proposition document which outlines the service that we will provide to you.
Our firm is proud of the fact that we apply a high level of care to our regulatory responsibilities and compliance function. We have an annual audit from an independent third party to ensure that we are operating in a compliant manner and meeting our regulatory obligations.
Services
Office
Bayley House, 23 Bayley Ln, Coventry CV1 5RJ, United Kingdom
At Poppleton & Appleby, as Insolvency Practitioners and Business Recovery Specialists, we offer expert advice to businesses in financial difficulties, often working alongside a client’s existing professional advisers.
We provide clear, practical, professional advice informed by our commercial awareness and industry knowledge. Our Partners Matt Hardy and Andy Turpin and their team of Insolvency Practitioners and business recovery specialists have many years’ experience which gives us a unique insight into the challenges faced and solutions that work best.
Poppleton & Appleby is one of the longest established Insolvency Practitioners and Business Recovery Specialist firms in the country. We have decades of experience in delivering insolvency advice and solutions for businesses ranging from smaller owner managed businesses right through to national companies with household names.
Our team of Business Recovery Specialists offer unrivalled experience at all levels, whatever problems a business is facing. Take a look at some of our testimonials. With the possibility of insolvency looming, the sooner a business acts, the greater the chance that the business can be put on the path to recovery and profitable trading.
Services
Office
THE TECHNO CENTRE, Puma Way, Coventry CV1 2TT, United Kingdom
Cotswold Independent Financial Services
Managing your wealth doesn’t need to be complicated. All you require is a team of experienced financial advisers who know what they’re doing. With nearly three decades of providing comprehensive financial advice and planning, Cotswold Independent Financial Services has the necessary expertise to help you make the right financial decisions at the right time.
Our team of consultants are trained and qualified to provide expert advice about general financial planning, as well as specialist areas such as SIPPS, Wealth Management and Estate Planning. It’s never too early to start planning for a wealthy future.
As an independent financial services agency, we guarantee that we are looking after your personal interests.
Our financial experts search all of options to find the service or product precisely suited to your needs. We chose to remain independent because we believe it is important to not be restricted in anyway when we recommend a product or fund to our clients.
Services
Office
Stanley House, 1 Warwick St, Earlsdon, Coventry CV5 6ET, United Kingdom
At Clay Warden Wealth Management Ltd, we bring a fresh approach to financial advice. With offices based in the Midlands, we combine a friendly and convenient face to face service with the latest technology to help clients across the UK fulfil their financial needs.
Clay Warden Wealth Management was established in 2016 by Benjamin Clay after accepting an invitation to join St. James’s Place Wealth Management. The Practice have over twenty years experience in financial services and have dedicated the recent years to building an advisory firm that is built on trust and transparency with our clients.
They strive to provide a professional, reliable and personable financial planning service and take great pride in being your trusted advisor for all of your financial needs. We do not provide ‘off the shelf’ solutions. We put our clients at the heart of everything we do.
We specialise in providing high-quality personal advice on many aspects of wealth management and advise clients of different backgrounds and ages. Additionally, we assist businesses in the increasingly complex area of corporate financial planning, providing guidance on pensions, protection for directors, key employees or shareholders, tax planning and aspects of exit planning.
From retirement planning to structuring your finances for the benefit of all your family, we can help you unlock your wealth’s full potential.
Services
Office
Lower Farm Barns, Brandon Ln, Coventry CV3 3GW, United Kingdom
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BEST FINANCIAL ADVISORS for your needs