Connect with Top-Rated Financial Advisers in Coventry!

Read verified customer reviews of the most reliable financial advisers in Coventry. Save time and money by comparing prices, getting expert recommendations, and finding the perfect fit for your needs.

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Simpson Financial Services is a leading provider of financial planning, property finance, and mortgage advice, helping individuals and businesses achieve their financial goals. Our team of certified financial planners and mortgage advisers provide expert guidance, tailored solutions, and a personal touch. With our expertise, you can prioritize your financial well-being, make informed decisions, and create a secure financial future. From planning your retirement to releasing equity from your home, we offer bespoke financial planning, property finance, and mortgage advice, alongside wealth management.
The reviews suggest a high level of satisfaction with the services provided by Simpson Financial Services, praising the company's knowledgeable and approachable advisors, effective communication, and flexibility and support.
5.0
Based on 23 reviews
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We are a financial advisory firm based in Berkswell, West Midlands, dedicated to providing personalized financial solutions to private and business clients. Our team, led by Janine Edwards, takes a client-centric approach to understand our clients' unique goals and aspirations, and develops customized financial strategies to help them achieve their objectives. Our services include planning for retirement, investment portfolio management, exit strategy creation, entrepreneurship support, and more.
5.0
Based on 1 review
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Cotswold Independent Financial Services is a team of experienced financial advisers providing comprehensive financial advice and planning. With nearly three decades of experience, we help individuals make informed decisions about their financial future. We offer a range of services including retirement planning, mortgage advising, equity release, and more.
The academy provided students with excellent job placement services and opportunities for career progression.
5.0
Based on 1 review
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Rothesay Bennett is a firm of independent financial advisers providing a comprehensive range of services, including investments, pensions, protection, and estate planning. With over 100 years of combined experience, our team of experts will work with you to understand your unique needs and circumstances, providing you with tailored solutions to achieve your financial goals.
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Alliance Automotive UK Subsidiaries is a leading distributor of light and commercial vehicle parts in the UK, with over 200 locations providing a range of services and products to independent garages, franchise networks, and public services. Our commitment to product quality, range, and service ensures an unrivalled buying experience.
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Netserve Cabling is a Warwickshire-based structured cabling company providing warranted cabling solutions for all business sectors, including Network Data Cabling, Fibre Cabling, Voice Cabling, Wifi Cabling, Containment, Cable Pulling and Survey services.
The reviewers have consistently praised Netserve's exceptional customer service, workmanship, and attention to detail, highlighting their ability to deliver high-quality solutions that meet customer needs.
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BRI Wealth Management plc is an independently owned wealth management company with over 50 years' experience of protecting and growing our clients' assets. We pride ourselves on building close relationships with our clients, ensuring that our bespoke service is as personal as possible. Our team of highly qualified and knowledgeable Wealth Managers provide advice on a range of areas, including Investment Management, Financial Planning, ISAs, Pensions, Inheritance Tax Planning and Tax Relieved Investments. We strive to understand our clients' needs and help them meet their short, medium and long-term goals. Our aim is to be the leading independent regional Wealth Manager, and our core values are: Knowledge. Service. Trust. Advice.
BRI Wealth Management is praised for their professionalism, personalized service, and the confidence clients have in their financial advice.
Minor adjustments could be made to further enhance the service.
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At Oakwood, we pride ourselves in the skill, care, and diligence that is applied to every client, ensuring that all business is dealt with in a highly ethical and professional manner. The central core of our business ethos focuses on a strong culture of ethics and integrity, which is embedded into the firm culture and means we strongly believe in 'putting customers first' throughout every step of the advice journey. We offer a clear, fair and transparent charging structure. We provide honest, open, and impartial advice and 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. We can offer pension, investment, and insurance products from the whole of the marketplace.
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Jamieson Christie Wealth Management is an independent Chartered financial planning firm that provides personalized financial planning solutions to individuals, corporate clients, and charities and trusts. We work closely with our clients to understand their individual needs, circumstances, and goals, and provide tailored advice and guidance to help them achieve their financial objectives.
The reviewers praise Jamieson Christie for their professional, friendly, and knowledgeable service, providing clear and structured guidance and support in their financial planning and investment needs.
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