Showing the top 5 rated and reviewed Financial Advisers and Mortgage Brokers near Coventry (out of 626)

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113 reviews

37 recent reviews

4.9 out of 5

Benjamin Clay

Clay Wealth Management Ltd, Partner Practice of St. James's Place Wealth Management

113 reviews

37 recent reviews

Top Rated 2024

Benjamin Clay

Clay Wealth Management Ltd, Partner Practice of St. James's Place Wealth Management

0330 038 8938

I have worked in financial services for over 21 years and became Chartered through the London Institue of Bank...

I have worked in financial services for over 21 years and became Chartered through the London Institue of Banking and Finance in 2021. I provide broad based advice, mainly to dire...

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Coventry (3.67 miles away)

Restricted Financial Adviser

Verified since May, 2021

Savings/pensions: Over £100,000

Services offered:

Investments and Savings

Pensions

Retirement income (annuities, drawdown)

Inheritance Planning

+ 2 more

Top Rated 2024

80 reviews

18 recent reviews

5 out of 5

Pirasath Kanesiah

Owl Financial

80 reviews

18 recent reviews

Pirasath Kanesiah

Owl Financial

0330 038 8941

I work as an Area Sales Manager for Owl Financial, which specialises in financial protection for individuals a...

I work as an Area Sales Manager for Owl Financial, which specialises in financial protection for individuals and families across the UK. I joined the business in May 2018 and am qu...

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Limited Protection Adviser

Coventry (1.81 miles away)

Verified since June, 2024

Services offered:

Insurance & Protection

71 reviews

9 recent reviews

4.9 out of 5

Adrian Middup

Jalapeno (UK) Ltd

71 reviews

9 recent reviews

Top Rated 2024

Adrian Middup

Jalapeno (UK) Ltd

0330 038 8940

Everyone's financial needs and objectives are unique. This is why I believe in creating tailor-made, personal ...

Everyone's financial needs and objectives are unique. This is why I believe in creating tailor-made, personal financial solutions so that each recommendation is unique to you. Thi...

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Coventry (0.80 miles away)

Independent Financial Adviser

Verified since January, 2021

Free one hour initial consultation

Savings/pensions: Over £50,000

Services offered:

Investments and Savings

Retirement income (annuities, drawdown)

Pension Transfers - Non Specialist

Inheritance Planning

+ 2 more

Top Rated 2024

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69 reviews

3 recent reviews

4.9 out of 5

Craig Bonsor

Jalapeno (UK) Ltd

69 reviews

3 recent reviews

Top Rated 2024

Craig Bonsor

Jalapeno (UK) Ltd

0330 038 8940

I have been providing Financial Advice to clients since 1987. The first 16 years I spent working for 2 of the ...

I have been providing Financial Advice to clients since 1987. The first 16 years I spent working for 2 of the UK’s largest insurers and their clients. Following redundancy I esta...

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Coventry (0.80 miles away)

Independent Financial Adviser

Verified since January, 2021

Free one hour initial consultation

Savings/pensions: Over £50,000

Services offered:

Investments and Savings

Pensions

Retirement income (annuities, drawdown)

Inheritance Planning

Top Rated 2024

193 reviews

9 recent reviews

4.8 out of 5

Paul Grice

Rothesay Bennett Financial Planning LTD

193 reviews

9 recent reviews

Top Rated 2024

Paul Grice

Rothesay Bennett Financial Planning LTD

0330 038 8938

I have been a financial adviser since 1989. I started with a home service insurance company, dealing with exis...

I have been a financial adviser since 1989. I started with a home service insurance company, dealing with existing clients, providing relevant Life assurance, Pension and Investmen...

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Coventry (5.60 miles away)

Independent Financial Adviser

Verified since January, 2021

Savings/pensions: Over £100,000

Services offered:

Investments and Savings

Pensions

Retirement income (annuities, drawdown)

Top Rated 2024