3 Best Financial Services in Coventry, UK

We have had excellent service from Paul Grice over 14 years. His clear explanations and friendly approach have made our decision making straightforward. We weren’t sure about having a financial advisor until we met Paul for the first time. However, his expertise, professionalism and friendly manner convinced us he was the right person for us, and he still is. We would have no hesitation in recommending Paul to anyone seeking financial advice.

My wife and I have been clients of Richard for over ten years. His independent advice has been reliable and is always given in our best interests. We have complete confidence in the products Rothesay Bennett offer and manage. Richard is personable, easy to engage with, encourages two-way dialogue and is excellent at explaining his advice in layman's terms. He is also readily contactable and we would highly recommend using Rothesay Bennett Financial Planning.

For several years now we've had really good advice about our finances from Richard. He has also set up investments for us that have proved successful and he keeps them under review. Everything is well explained and put across in a friendly fashion. We can highly recommend his work.

I did some extended research before coming across Neil as I wanted to make sure I worked with someone that had my interests and goals at heart. Neil is very professional and approachable and has a very good and clear pricing structure. Working with him has been a pleasure and he has helped me with my pensions, investments and savings. Overall I would recommend him to anyone that is looking to review their finances and would like some professional guidance before committing to any changes. I will definitely be in touch with Neil again to help me with my finances as my circumstances and commitments change.

I have had a few meetings with different Financial Advisors but found I really liked Neil's style. He makes things clear and simple and listens to your own situation in a none judgemental way. He is positive and makes the world of finance seem more approachable and not pressured, breaking it down in a way that allows you to get interested and not confused. He is easy to talk to and very helpful. Highly recommended.

Neil was very helpful and supportive in helping us to simplify and understand our pension pots. He helped us create a plan to achieve our retirement wishes. We now know what we have, where it is, how it is performing and what we need to do to retire comfortably. We strongly recommend Plan with Neil.