3 Best Financial Services in Coventry

“Future Perfect Financial Solutions Ltd is one of the leading financial planners in Coventry. Established in 1989, they are a financial advisory business with 12 financial advisers managing 6,000 client households across the Midlands. Their team includes wealth management, mortgages, and protection specialists, all supported by a well-trained and efficient administrative office team. They aim to provide clients with peace of mind regarding their financial affairs and help them achieve their financial goals. They offer personal, tailored face-to-face advice, annual financial reviews, fast responses to queries, and proactive contact to inform clients of any changes that may affect their situation. Future Perfect Financial Solutions Ltd's team is committed to building long-term relationships with all their clients based on trust, excellent service, and outstanding advice.”

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“Clay Wealth Management is a top-notch financial consultant in Coventry. Benjamin Clay, the firm's director, has over 20 years of experience in financial services, primarily as a financial adviser. In 2016, he joined St. James's Place to dedicate more time to developing client relationships and providing first-class service. The team at Clay Wealth Management offers a highly personal and specialist financial planning service, including estate and legacy planning. They continually learn and innovate to find new ways to help individuals and businesses grow. Clay Wealth Management Ltd combines family values with professional, friendly service and the latest technology to meet your financial needs. As a client, you will always interact with a real person. Their purpose is to help you enjoy your money and prosper. You'll also have access to their exclusive client community, which includes self-development and networking opportunities. Their Midlands-based office is conveniently located near major road networks across the region.”

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“Plan with Neil is an independent financial planner in Coventry. Neil, the firm's financial planner and advisor, established "Plan with Neil" to provide affordable advice in plain English and help as many people as possible. He is dedicated to closing the advice gap so that more individuals can receive the guidance they deserve. Neil understands that it's not just about the products or bank account numbers that matter; it's about transparency and value. His goal is to help you achieve a happier, more contented life by focusing on your financial well-being, regardless of your situation. Please get in touch for a free initial chat with him.”

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