Financial advisor in Coventry

335 results found

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  1. 92

    MDM Wealth

    ★★★★★ 5
    Open

    “We needed Dan’s help to manage our finances. Our meetings have always been helpful and positive leading to rewarding investments. Dan is friendly and highly professional. I have no hesitation in recommending MDM wealth for anyone who needs financial guidance.”

    Address: Castle Mound Way, Rugby CV23 0UY, United Kingdom

    Phone: +44 1788 711655

    Website: mdmwealth.co.uk

  2. 93

    RockWealth Leamington IFA

    ★★★★★ 5
    Open

    “Chris Wallsgrove of Rockwealth Leamington has been our financial adviser for well over10 years. He helped us put in place a firm and solid base to build our family's financial stability moving forward.  Sadly, in February of last year I became a young widow.  The understanding shown by Chris and his team in guiding me through the many issues I faced have smoothed the path to providing me with a reliable and solid financial plan.  Chris clearly explains every option available and always makes sure I have a full understanding before any decisions have to be made.  He is easily approachable and I have no hesitation in recommending his services and the services of Rockwealth Leamington to anyone seeking understanding, knowledgeable and wise financial advisers.”

    Address: 11 Dormer Place, Royal Leamington Spa, Leamington Spa CV32 5AA, United Kingdom

    Phone: +44 1926 969010

    Website: leamingtonifa.co.uk

  1. 94

    Jamieson Christie Wealth Management

    ★★★★★ 5
    Open

    “Great service offered and delivered by Andrew and the Jamieson Christie team. The advice and guidance for a complex set of pension arrangements and associated tax was most timely, and we felt Andrew spent good time in understanding our specific circumstances and making relevant recommendations. We look forward to working with JC now to grow our investments in the most effective and efficient environments. The local touch with face to face meetings was and will be a key factor in engaging JC on this long term assignment”

    Address: 430-432 Kenilworth Road, Balsall Common, Coventry CV7 7DN, United Kingdom

    Phone: +44 1676 532210

    Website: jamiesonchristie.com

  2. 95

    Burbage Finance LTD

    ★★★★★ 5
    Closed

    “I'm so grateful that I came across Burbage Finance. They were actually recommended to me by a friend, were happy to offer a free consultation to go through my individual specific needs at length, and I feel like I am in very safe hands. I couldn't recommend them highly enough!”

    Address: Red Lane, Coventry CV6 5RY, United Kingdom

    Phone: +44 7985 408800

    Website: burbagefinance.co.uk

  3. 96

    TaxAssist Accountants

    ★★★★★ 5
    Open

    “Very impressive service. All the staff were polite, friendly and helpful. Also - I'd left tax returns and accounts to the very last minute, but their unbelievably quick turnaround meant that they were submitted on time and correctly. I'd recommend the Rugby branch to anyone, and I'll defintiely be using them again. A huge thanks.”

    Address: 10 Davy Court, Rugby CV23 0UZ, United Kingdom

    Phone: +44 1788 574440

    Website: taxassist.co.uk

  1. 100

    Simplified Accountants Ltd

    ★★★★★ 5
    Open

    “I have received fantastic service from Tom. As a new business owner, he provides great guidance and is happy to answer any question I throw at him. His service is personable to your needs and he makes what can be a daunting process, very very simple. Definitely recommend, 5 stars!”

    Address: 23 Highcroft Crescent, Royal Leamington Spa, Leamington Spa CV32 6BN, United Kingdom

    Phone: +44 7547 981669

    Website: simplifiedaccountants.co.uk

  2. 101

    “I'm now celebrating a year of business as a Ltd company. Pam helped me to set everything up and has guided me very well during the first year. Nothing is ever a problem for Pam, always a helpful reply. We've had phone meetings and in person to ensure my business stays on track. I cannot recommend Pam's services highly enough. I'm looking forward to the year ahead, safe in the knowledge that I can call on Pam for sound advice. A great service with a friendly approach.”

    Address: 44 Hardwick Field Lane, Warwick CV34 6LN, United Kingdom

    Phone: +44 330 223 0531

    Website: aims.co.uk

  1. 104

    Field Overell LLP Solicitors

    ★★★★★ 4.9
    Open

    “The third time I have used this practice (for different purposes) and they were again excellent. This time was for conveyancing and they completed the process quickly and efficiently. They were always very friendly, reassuring and informative. Fee is very reasonable for the work required.”

    Address: 42 Warwick Street, Royal Leamington Spa, Leamington Spa CV32 5JS, United Kingdom

    Phone: +44 1926 422101

    Website: fieldoverell.com

  2. 105

    Mortgage Advice Bureau

    ★★★★★ 4.9
    Open

    “Chris Carvill has been incredible throughout the journey to purchasing the property. He explains all information and options thoroughly to ensure an informed decision can be made at every stage. He is both warm and professional, but also approachable with any questions and is flexible to work around a busy schedule, which has enabled the process to be as quick and straightforward as possible. I would 100% recommend, he is a pleasure to work with.”

    Address: 3 Regent Street, Rugby CV21 2PE, United Kingdom

    Phone: +44 808 169 1233

    Website: mortgageadvicebureau.com

  1. 107

    TaxAssist Accountants

    ★★★★★ 4.9
    Open

    “Jay Gosal @TaxAssist was amazing! Professional, efficient, and communicative at every step of the way. We had a very tight turn around, and she was great at meeting such difficult timeline. She walked us through every bit of the process, and made things clear and easy for us. We will definitely be contacting her again!”

    Address: Coventry CV3 5HW, United Kingdom

    Phone: +44 24 7509 8680

    Website: taxassist.co.uk

  1. 111

    Thomas Flavell & Sons

    ★★★★★ 4.8
    Open

    “April and Izzy were absolutely fantastic regarding the sale of our property. They were super proactive and efficient. We would recommend using Thomas Flavell & Sons to anyone looking for a smooth sale. Thank you both 10/10!”

    Address: 41-43 Regent Grove, Royal Leamington Spa, Leamington Spa CV32 4AP, United Kingdom

    Phone: +44 1926 887700

    Website: thomasflavell.co.uk

  1. 113

    “From the very beginning Bernard Rogers & Co have been excellent with their communication and the services they provide. I am very happy I moved my business accounts to them. Always very clear and positive advice when I call or email with a question. A big thank you to Darren and Michelle who have been my accountants for the past 2 years.”

    Address: High Street, Kenilworth CV8 1LY, United Kingdom

    Phone: +44 1926 851516

    Website: bernard-rogers.co.uk

  2. 114

    A-Plan Insurance

    ★★★★☆ 4.7
    Open

    “I've just started a business and John king in the business office in southam was so helpful anytime I had any queries about my contract and what I could and couldn't do. He was free to speak to me about it. Overall my experience has been amazing”

    Address: 160 Parade, Royal Leamington Spa, Leamington Spa CV32 4AE, United Kingdom

    Phone: +44 1926 431421

    Website: aplan.co.uk

  1. 115

    James Moore & Co

    ★★★★☆ 4.7
    Open

    “This jewellery shop is an amazing find. The staff are super helpful and such an honest team. The store manager Liam is so helpful and obliging. There was a nice selection of jewellery and the valuation service is fantastic. It is the first jewellery shop I’ve been in to where they were not all about making money, but rather about providing a first class service to customers. Thank you Liam and team!”

    Address: 9 Warwick Road, Kenilworth CV8 1HD, United Kingdom

    Phone: +44 1926 855278

    Website: jamesmoorejewellers.co.uk

  2. 116

    SN Accounts LTD

    ★★★★☆ 4.6
    Open

    “We've had the pleasure to have a business consultation with Szymon Niestryjewki. He is a very knowledgeable man and we had a really good discussion. I highly recommend having the conversation with Szymon, especially if you are thinking on how to start a business. Thank you Szymon.”

    Address: 59 Coton Road, Nuneaton CV11 5TS, United Kingdom

    Phone: +44 24 7730 0100

    Website: snaccounts.co.uk

  3. 117

    Premia Solutions

    ★★★★☆ 4.5
    Open

    “Fantastic experience with my tyre insurance. Logged a claim and within 24hrs I had it paid into my bank account. The folks in the call centre are very kind and helpful, which helped a lot with my anxiety around the whole process. Thanks so much”

    Address: Corunna Road, Budbrooke Industrial Estate, Warwick CV34 5HQ, United Kingdom

    Phone: +44 1926 622660

    Website: premiasolutions.com

  1. 118

    “Matthew and his team at Alsters Kelley provided us with a great level of service and expertise. Matthew was always so quick to respond to our queries, professional, and made the whole process of buying a house stress free. Would really highly recommend and would use again. Thank you!”

    Address: 2 Chestnut Walk, Stratford-upon-avon CV37 6HG, United Kingdom

    Phone: +44 1789 299115

    Website: alsterskelley.com

  2. 119

    A-Plan Insurance

    ★★★★☆ 4.5
    Open

    “The staff at Evesham branch are always so friendly, helpful and informative. Their service has been outstanding for myself and my family members. Matters are dealt with super efficiently. I would highly recommend to all my friends.”

    Address: 6 Vine Street, Broadway WR11 4RE, United Kingdom

    Phone: +44 1386 421421

    Website: aplan.co.uk