Choosing a financial adviser in Coventry
Handing someone your pension or your savings for later life takes trust. Several FindaBiz members who work as financial advisers cover Coventry, and you can read their profiles below.
This page is also for advisers. If you run a financial advice business and want more clients in Coventry, further down you can see which nearby groups have the Financial Adviser seat free and book a visit.
Financial Adviser near Coventry
FindaBiz members whose patch covers Coventry, closest first.
The Financial Adviser seat near Coventry
Each FindaBiz group keeps one seat per trade, so whoever takes the Financial Adviser seat is the only one in the room, and gets the referrals that go with it. Here’s where the seat stands in the groups nearest Coventry.
Seat takenUnder 1 mile awayCoventry2nd Tuesday of the month
Seat open7.1 miles awayNuneaton2nd Monday of the month
Seat taken10.6 miles awayHinckleyLast Monday of the monthVisit Nuneaton as the Financial Adviser
Your first visit is free.
What to check before you sign up
Start with the Financial Conduct Authority register. Any adviser giving regulated advice should be on it, and checking both the firm and the individual takes a couple of minutes. Ask too whether the advice is independent (covering the whole market) or restricted to certain providers. Both are allowed, but you should know which you are getting.
A good adviser explains how they are paid before any work starts and puts recommendations in writing. They should also be happy to answer the same question twice. If you come away from a first meeting unsure what they would actually do for you, that tells you something.
Why a recommendation through FindaBiz counts
Members of a FindaBiz group meet every month, and between sessions they hold one-to-ones to learn how each other’s businesses work. So when the accountant or the wills specialist in the room suggests a financial adviser, they are speaking from months of knowing that person, and their own name is on the referral.
The three groups nearest Coventry are FindaBiz Coventry (under a mile away), FindaBiz Nuneaton (7.1 miles) and FindaBiz Hinckley (10.6 miles). The advisers shown above belong to this network.
Winning more financial advice work in Coventry
Plenty of advice clients arrive through other professionals. An accountant sees a client selling a business or drawing a large dividend. A mortgage adviser meets people restructuring their finances, and families thinking about inheritance often end up with a wills and estate planning firm or a trusts and lasting power of attorney specialist. Family law solicitors deal with pensions on divorce. Protection insurance and insurance broker members tend to have clients who also need investment or retirement planning. You’ll find all of these trades in the groups around Coventry.
Each group keeps one seat per trade, so whichever Financial Adviser holds it gets the advice referrals passed in that room. At FindaBiz Coventry (2nd Tuesday, 6pm to 8pm, Coventry Sports & Functions) and FindaBiz Hinckley (last Monday, 6pm to 8pm, The New Plough Inn) that seat is taken. At FindaBiz Nuneaton it is open: the group meets on the 2nd Monday of the month, 6pm to 8pm, at The Whitestone in Nuneaton.
You come along as a guest first, and that first visit is free. If you’d like to meet people before then, FindaBiz runs free online networking every Friday for anyone with a free account.