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Contributor

66%

MATCH FOR YOU

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4.9out of 5

Adrian Smith

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% clients advised in each area  :

Investments

96%

Annuities

17%

Pensions

61%

Insurance & Protection

30%

Later life planning

9%
Our clients are mainly Over-50, About to Retire or Retired,typically Company Directors/SME Business Owners, Professionals (e.g.Chartered Accountants) ... Read More
Serves clients with: Over £100k of investable assets or household income
Adrian's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Contributor

65%

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4.6out of 5

Matthew Martin

More Info
% clients advised in each area  :

Investments

87%

Annuities

40%

Mortgages

27%

Pensions

73%

Insurance & Protection

20%

Later life planning

20%
I offer an Independent Financial advice service ranging from private clients to businesses. I pride myself on a straight forward easy to understand ad... Read More
Serves clients with: Over £50k of investable assets or household income
Matthew's Average Client more

Savings 
£20k           £100k           £250k           £1m
Time as Client 
1 year             4             7             10 years
Contributor

58%

MATCH FOR YOU

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5.0out of 5

Paul Gorman

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Services:  General Financial Planning, Investments & Savings, Tax Planning, Pension and Retirement, Saving for children, Annuities
I firmly believe that financial planning should be delivered in a straightforward manner and where appropriate creative yet uncomplicated, but above l... Read More
Serves clients with: Over £250k of investable assets or household income
Contributor

55%

MATCH FOR YOU

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4.7out of 5

Satvinder Gata-Aura

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Services:  General Financial Planning, Investments & Savings, Insurance & Protection, Pension and Retirement
Our wealth management services have been shaped by the needs and preferences of our clients. Make use of our free initial visit to learn how you can s... Read More
Serves clients with: Over £50k of investable assets or household income
Contributor

53%

MATCH FOR YOU

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Sanjay Bajaj

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Services:  Investments & Savings, Pension and Retirement
Chartered Financial Planner"We Help Plan and Prepare for your Financial Success""Our team of Advisers, Mortgage specialists, will writer and commercia... Read More
Serves clients with: Any level of wealth
Chartered Financial Planner
Contributor

52%

MATCH FOR YOU

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Daljit Dahil

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Services:  General Financial Planning, Investments & Savings, Insurance & Protection, Pension and Retirement, Saving for children
Daljit has been providing financial services advice for almost ten years. He specialises in Pensions and Investments. 2plan wealth management aims to ... Read More
Serves clients with: Over £50k of investable assets or household income

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Can't find the right Coventry IFA?

Please Note: We have not yet been able to verify the following individuals provide independent financial advice. They are, or have been, registered with relevant bodies or regulators at addresses in Coventry.

David HuttR E Hutt Financial Services Limited
Joanna CoullR E Hutt Financial Services Limited
Ian RobertsonFrank Corrigan & Company Limited
Peter BellPinnock Bell (I.F.A.) Limited
Kathy RothwellFosseway Finance & Investments LLP
Chris JonesHIA International (Financial Services) Ltd
Matt QuinnCotswold Financial Services Ltd
Gary LindopCoventry Money Centre Limited
Looking for a different Independent Financial Advisor (IFA) in Coventry? Search by name