Financial advisor in Coventry

“We were recommended Oliver by family for mortage advise and he was absolutely brilliant, supportive, knowledgeable, and genuinely made the whole process feel effortless. From the start, Oliver helped with every bit of paperwork and took all the stress out of what could’ve been an overwhelming experience. Not only did he secure the best deal for us, but his advice throughout was clear, thoughtful, and always in our best interest. My Dad used to do a similar job, but finance changes however we knew we got a great service. We felt completely looked after and would absolutely recommend Oliver to anyone seeking reliable and reassuring financial guidance.”

“Roshan is just awesome! Assisted me all through the process. Tailored the purchase to me, placed me first in every decision taken and financially assisted me during this process. He is very patient and professional, always considers his clients and understands them in every way even in difficult circumstances and goes far and beyond for his clients. I will highly recommend him everytime and surely do a return business.”

“Luke is a fantastic mortgage advisor,he is extremely helpful and knows his job, as a first time buyer I was a little anxious, but Luke made the process very easy for me! Luke took me through every step of my mortgage application clearly and with confidence, from start to completion there was no problems at all, If you want someone that knows what their doing, Luke has been available all day everyday to answer my questions, and has gone above and beyond to meet my mortgage needs and requirements, contact Luke,you will not be disappointed! Thank You for the excellent service, Im a very happy customer!!!!”

“Millington's is a travel agent in Coventry. We have booked several holidays with them, which gives you a clue as to how good they are. Sam booked our holiday for the second year in succession, she found an excellent hotel, warned us that the was building work going on next door, sorted out transfers to and from the airport and generally looked after us. The staff generally are excellent but I would like to mention Paul who runs the currency exchange. He makes a point of finding the best rates and is a really friendly helpful person.”

“Since moving our investments to Future Perfect We have received excellent service from Luke Slater and received better returns than expected, thanks Luke for your continued attention to our account.”

“I have been a client of Derek Capelin and his team at Capelin Financial Management since 2009. Derek and, more recently, Katie Read have expertly and reassuringly guided me through important financial decisions during this time and in my ongoing retirement planning. I feel completely confident in the quality of their advice, their expert knowledge of financial planning and their commitment to securing the best long-term outcomes for their clients. Their advice is always explained clearly in review meetings along with detailed written recommendations and is supported by efficient processes and an excellent admin team. All this combined with their warm and friendly approach makes for a long-term relationship I value very highly. It is always a pleasure to interact with Katie, Derek and the team. I have absolutely no hesitation in recommending Capelin Financial Management.”

“The introduction came through my retirement some 8 years ago. It began with a very helpful presentation. Having then asked for personal advice there have been annual meetings initially face to face. Detailed reports have always been provided alongside helpful and obviously carefully considered advice. We were pleased with the investments and the return we have had from them since. We have no difficulty recommending this company.”

“Andrew has supported me for the last 5 years and the service has been second to none. Highly recommend”

“Was finding the whole moving house procedure really stressful especially the mortgage side of it. After using Gardner Finance Management a few years ago I approached them again. I can’t stress enough how they’ve made the financial process a lot less painful. Extremely efficient and very quick in supplying info and documents, they really know the current market and are very informative. Both Lee and Vicki have been fabulous”

“I didn’t think I’d ever get a mortgage, but Peters Financial Advice made it possible! Amazing service, so supportive and professional. I highly recommend them to all NHS staff—you won’t be disappointed!”

“I was looking for some advice following my decision to retire a little earlier than I had planned on health grounds. I had several private and work place pensions and didn't really know how best to maximise the benefits between them. I got in touch with Eddie having done a Google search for an adviser in my local area. What followed was the most informative, logical and helpful 30 minute phone call I'd ever had. Eddie drills down in to your finaces as a whole and quicky builds the bigger picture that hadn't been apparent, even to me. I'm far from being a wealthy person and had felt that advisors woudln't really be interested but his attention, courtesy and knowledge was refreshing. I put the phone down with a renewed confidence, and began putting his recommendations in to place. What's more, we agreed a follow up call in a few months to catch up, when hopefully we can continue the relationship. Thank you Eddie.”

“Gurpal has been extremely helpful throughout the process. I have a pension, life cover and heath cover all sorted now which has given me peace of mind. Thank you!”

“These guys are exceptional. The support and plain language used to help easily understand what can be complex items in accounting is second to none. Alison really cares about her clients and it shows, she is attentive, excellent and prompt at communicating, very reasonably priced compared to what I have previously paid and the quality of her work is superb. Can't recommend highly enough, she is outstanding. Thank you Alison, you have me for life ! x”

“Been working with Hercules from Key Financial Associates for a number of years. Very professional and always value their independent advice. Hecules helped me to secure a 2 year fixed deal on my BTL before the rate rise. Highly recommended!”

“I have dealt with Russell for a number of years and the service he provides is second to none, even during a tough year my investments have performed well and he has kept me well informed along the way. Can't recommend enough for a professional service.”

“Really helpful and knowledgeable.”

“Greg & Warwick Financial Solutions have looked after our finances for over 20 years. His advice on savings, investments, pensions etc. has been invaluable & has helped us to to achieve our financial goals. Greg"s expertise has given us confidence in our financial dealings & we have complete trust that his advice will always be excellent & tailored to our needs, We have had no hesitation in recommending WFS to our friends & family, many of whom have taken up their services.”

“Just had annual review. My consultant/advisor was fully prepared, understood my situation and requirements and gave considered, practical advice on how to proceed in year ahead. Noted my interest in mortgage and will-writing advice and promised to forward details of people IFA work with, but no pressure. Very helpful, knowledgeable, impartial.”

“Would Highly recommend KLO - Great service from start to finish”

“Worked with Ashish for my remortgage. Found Ashish very knowledgeable and helpful. Throughout the process he was very approachable and friendly. I would highly recommend their services to anyone looking for a mortgage.”

“Highly recommended. Very professional in supporting us with our questions and queries regarding our pensions.”

“Excellent professional friendly service”

“Craig and his team at Saxton financial have years of experience, to help you plan financially no matter your age or circumstance. Craig is honest and reliable, and really gets down to what is important to you and your family, and then goes into detail into what is needed to achieve your goals. I would recommend him to anyone, even if its just for a chat to see if he can help you plan for the future. Thanks Craig and team.”