BEST LOCAL RATED

FINANCIAL SERVICES

COVENTRY

Person holds a smartphone with mobile banking icons projection

Expert recommended Best Local Rated Financial Services in Coventry. All of our Financial Services face a rigorous Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence. Only the best in Town, the crème of the crop, the best things since sliced bread ! Only the best local rated businesses make our lists. If you know any business that you think should be on our lists please feel free to submit them on the above links.

download - 2023-03-24T103917.067
Capture
download - 2023-03-24T103905.924

Godiva Financial Planning Ltd

Friars House, Manor House Dr, Coventry CV1 2TE, United Kingdom
What We Offer:
Godiva Financial Planning was established on the philosophy of offering high quality bespoke advice based on long term relationships. We support individuals and businesses across the region by providing them with a personal service to help them achieve their life goals and ambitions. A bespoke service is offered by taking the time to understand each individual client and business before offering our advice. We provide regular reviews and updates on any financial plans that we establish to ensure they continue to remain suitable for the future. We understand how complex financial matters can be as a result of constant changes to products, services, taxation and markets therefore we aim to simplify the process as much as possible for our clients. Being a Partner Practice within St. James’ Place, means we are able to deliver excellent service and commitment which is supported by an award winning Wealth Management company.
SPECIALITY:

Financial Accounting, Risk and Compliance, Technology

Established Since :

GET IN TOUCH
Facebook Linkedin

REVIEWS

Gurpal and his team were amazing. They helped me and my family set financial goals and supported
implementing products to help meet these targets. They were extremely supportive and very efficient when providing the best advice.
The Godiva team helped me locate my old pension plans from previous workplaces and have created a financial plan to ensure my retirement plans are on track. Highly recommend their services.
Fantastic business. Gurpal is such a knowledgeable and friendly person, which is just what I needed when looking at where to invest my money and save with my pension. I would highly recommend the services.
download - 2023-03-24T104437.605
Capture
download - 2023-03-24T104443.553

Future Perfect Financial Solutions Ltd

Binley Business Park, 4 Orchard Ct, Binley, Coventry CV3 2TQ, United Kingdom
What We Offer:
Established in 1989, Future Perfect is a financial advisory business with 15 Financial Advisers looking after some 6,000 client households across the Midlands. Our team includes specialists in wealth management, mortgages and protection, all supported by a well-trained, efficient, administrative office team. First of all we need to understand you and your financial goals, once we understand what you are financially trying to achieve, we can create solutions to help you reach your financial goals in the most tax-efficient way. We will also assess your current and future financial assets, alongside with your income and expenditure then we can create a plan for the future to help you manage your financial position and achieve your financial goals over the forthcoming years. We offer personal, tailored face-to-face advice in a place of your choice, the opportunity for annual financial reviews.
SPECIALITY:

Financial Accounting, Risk and Compliance, Technology

Established Since : 

GET IN TOUCH
Facebook Instagram Linkedin

REVIEWS

I have been using this Financial Service for many years, and have always found their services to be reliable and totally trustworthy. My own adviser, Michael Mullen-Hughes, has always been totally clear and open with me about my personal finances, and is very easy to talk to when I need explanations or advice, being courteous and highly professional while at the same time having a personal connection too. I remain highly satisfied with the sound advice I was given at the start and continue to be given, and would wholeheartedly recommend this company and this particular adviser.
Andrew Dix has been my trusted, go-to advisor at Future Perfect for a number of years. He is courteous and knowledgeable. I particularly appreciate the care he takes to recommend suitable products based on my needs. I never feel pressured to buy, and he is patience and will provide sufficient information so I can make an informed choice. High recommend.

Our Mortgage and Financial Advisor Laurence Scott, helped us secure a new mortgage, in order to purchase the remaining 50% of our shared ownership property. Purchasing a shared ownership property can be complicated and long winded, although it was both in our situation, nothing was too much trouble for Laurence. He was always on hand to advise, explain things, and offer us guidance and reassurance.

download - 2023-03-24T104925.421
Capture
download - 2023-03-24T104912.363
download - 2023-03-24T104905.718

Simpson Financial Services Ltd

THE TECHNO CENTRE, Puma Way, Coventry CV1 2TT, United Kingdom
What We Offer:
We aim to provide you with the highest standard of financial advice and we believe that an important part of being able to deliver this quality service is our status as independent Financial Adviser or IFA. All IFAs at Simpson Financial Services have a broad knowledge on personal finance matters which is important as we always provide better financial planning when we have a full understanding of your current finances. Each IFA also has specialist knowledge in areas such as retirement and pension planning, long term care fees planning, saving and investing and using trusts. All advisers, both independent and restricted are registered and regulated by the Financial Conduct Authority.  You should check their register as part of your due diligence on where to get your financial advice from.  Our registration number is 472031.  If you can’t find your adviser firm on the register then you should be immediately concerned.
SPECIALITY:

Financial Accounting, Risk and Compliance, Technology

Established Since : 

GET IN TOUCH
Facebook Twitter Linkedin

REVIEWS

I have always found the team to be very friendly and professional. They completely overhauled our finances into a manageable portfolio with steady returns. I have found many aspects of the service we have received at Simpson’s, such as the customer support, telephone advice, face to face meetings and their speed of responses to inquires, to be excellent. I also like that the Personal Finances Portal gives me a secure way to contact you.
The advice I have received from Simpson Financial Services has always been excellent. The Personal Finance Portal is fantastic.
I have been dealing with Rob and the team at Simpson Financial services since their launch. During that time they have looked after parents, grandparents, children, friends and well as my employees at two separate companies. Always patient, great knowledge, great service with nothing too much trouble.

❤️   –   Sharing is caring   –  ❤️

Please send us your reviews to reviews@bestlocalrated.co.uk . Good or Bad let others know  we will use these to reviews listings .

❤️   –   Sharing is caring   –  ❤️