Financial planning advice 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.”

“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 contacted Neil as he was a local financial expert. I had some specific questions regarding pensions and Neil was able to answer the questions in depth which helped me understand my situation. I wouldn’t hesitate in using Neil in the future for any financial advice or direction. Thanks Neil.”

“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.”

“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”

“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.”

“5 Stars – Exceptional Service from Start to Finish! I can’t recommend Jason highly enough! From the very beginning of the mortgage process, he was incredibly helpful, knowledgeable, and supportive. As a mortgage broker, Jason went above and beyond to ensure everything ran smoothly. He patiently answered all my questions, explained every step in detail, and truly made the whole experience feel stress-free.”

“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.”

“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.”

“I couldn’t recommend Bradley more, from the first contact he was incredible. He has seen me through the whole process, helping and guiding me as a first time buyer who didn’t have a clue, he has explained in ways I would understand every option and step throughout. He is incredibly responsive getting back to any queries very quickly, he made the entire process less stressful. He is obviously passionate and very good at what he does!”

“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.”

“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.”

“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”

“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.”

“Richard is extremely professional and trust worthy. He has been managing my portfolio for many years and have no reservations in recommending Ashley IFA.”

“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.”

“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.”

“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.”

“My phone broke so popped into this branch to replace it. Dealt with a geezer named Haz who sourced me a phone from in store with specs almost identical to my previous damaged phone but with added features. Needless to say I'm very happy with the phone and the service in store was very professional. Would highly recommend these guys”

“It was great working with everyone here and I'm really grateful for this early opportunity to become a financial adviser. I got a job offer working in a local solicitors practise that I thought would give me some great experience and so said my goodbyes.”

“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”

“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!”

“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!”