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GP3 Financial Solutions

(9)

Pensions, Wills and Estate Planning, Savings and Investments

“Alex initially helped myself and the family in terms of general finances and then Leon has stepped in with his expertise to assist us with Wills and Lasting Power of Attorney. It's such a minefield and we have really appreciated the patience and kind...”

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I Hate Numbers

(50)

Tax and Wealth Management, Budgetwhizz, Bookkeeping and Payroll

“Pro Active Resolutions have always offered an extremely efficient and supportive service. They are wonderfully helpful and I would not hesitate in recommending their services.”

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Gower Accountancy, Acca

(49)

Questions
Understand
Manage

“I took advice from Gower Accountancy and was extremely impressed with their advice and service is doing my dad's tax returns. I would highly recommend them. Ebrahim”

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Salisbury House Wealth

(49)

Investments, Household Insurance, Retirement Planning

“I used the services of Salisbury house through recommendation and could not praise them enough. The support received was first class and I was never left confused. My needs were met and somewhat exceeded. Thank you”

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MNE Accounting

(34)

Questions
Information
Work

“MNE always provide a trusted and excellent service. Tim is extremely helpful and willing to answer questions and the whole team are very attentive. I would highly recommend.”

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Milestone Wealth

(24)

Understanding
Information
Questions

“I needed help understanding the various choice available to me for life insurance, critical illness cover etc. when buying a house. Miles was very helpful in explaining what everything was, what cover he recommends and then sorting out the details an...”

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Smart Tax and Accounting

(15)

Business Planning, Book Keeping, Research and Development

“Handling my business finances used to stress me out because I didn't know much about accounting. But thanks to Smart Tax and Accounting Ltd in Leicester, things have become much easier. Their team is friendly, easy to talk to, and always there to hel...”

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Bosworth Wealth Management

(20)

Mortgage
Financial Advice
Happy

“I couldn't recommend Bosworth Wealth any higher. Lee kept me in the the loop from start to finishing on each step of the process. I'd made some wrong assumptions about about my pension, this was quickly spotted by Lee and the correct information was ...”

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Boolers

(11)

Ssas, Pensions, Wealth Management

“Having recently engaged with Boolers I've been thoroughly impressed with their approach to my personal finances. The advice they provided and their explanation of how my SIPP will make my earnings go further was delivered with clarity. My experienc...”

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RMI Independent Financial Advisers

(14)

Mortgages & Finance, Independent Financial Advice

“RMI Independent Financial Advisors, to me,are everything a Financial Advisor should be.They show knowledge and a professional attitude when talking investment and pitch the information at a level one can understand.High risk, low risk, short or long ...”

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Willday Wealth Management

(17)

Patient
Pension
Questions

“Great first experience of working with a financial/pensions advisor. Ed and Ben got a good grasp of what is important to me in terms of what I want my money to be doing. So glad that there is a local wealth management company that's wanting to major ...”

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PSA Financial Services

(11)

Long Term Care, Estate Planning, Investments & Savings

“We have had our yearly meeting with Alex Glen recently although due to lock down it had to be over the phone. In this day and age when people are all to eager to complain I must say how happy my wife and I are with the way Alex has advised us and in...”

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TM Asset Management

(15)

Pension

“I highly recommend TM Asset Management for financial advice. Matt is extremely knowledgeable and professional, and explains your options in a very clear and easy to understand way. He will guide you through the maze of rules and regulations so that ...”

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HSP Financial Planning

(14)

The Future
Ian
Impartial

“We've been using HSP's services for a couple of years now. We've always found Ian to be very attentive, helpful and responsive. It was following Ian's initial advice a couple of years ago that enabled my wife and I to retire early, and we've never lo...”

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Helpatax Chartered Accountants

(24)

Questions

“Ash has been so helpful and professional from start to finish. I would recommend his services to anyone seeking an accountant, without hesitation. What started as an overwhelming situation, was broken down and explained in simple terms for me by ...”

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Bobby Dhanjal Practice Limited

(11)

Investor
Meeting
Communication

“I had a fantastic experience with BDWM when setting up my LISA and private pension, thanks in no small part to the invaluable assistance of Tia and the entire BDWM team. Tia's expertise and guidance were instrumental in making these important financi...”

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Furnley House

(11)

Insurance
Remortgage
Management

“I have had the pleasure of working with Kevin and Neil at Furnley House over many years. They have been incredibly helpful in dealing with everything from my mortgage requirements and pension planning. Enthusiastic and totally professional services. ...”

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Finance Lab

(3)

Insurance, Wills, Commercial

“The service received from the Finance Lab was brilliant. Mr Modha's advice was outstanding & genuine and found his team truly & utterly helpful throughout.”

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Pensionadmin

(10)

Questions
Knowledge

“All the team at PensionAdmin especially Karen and Laura are quick friendly, reliable and accurate in replying to all queries. Also they are very knowledgeable and you feel they are a part of your team, looking after your interests. I would and have ...”

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JB Commercial Finance

(10)

Business
Service
Professional

“James is a great guy with an incredible knowledge of commercial finance and many years experience in the financial sector. James is always pleasant to deal with and takes time to discuss your needs and requirements so he can offer the most appropria...”

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Paul Geddes Wealth Management

(27)

Pension
Matter
Team

“Adam has been excellent to deal with over the years he answers questions well even the “difficult”ones - has given measured advice about switching funds on our regular reviews”

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SRU Management

(2)

“Great service received and very knowledgeable in his field”

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Sterling Asset Solutions

(1)

Capital Raising, Finance

“If you are looking for machinery asset finance I highly recommend you talk to Howard Squires at Sterling Asset Solutions. There are few people more qualified or experienced to help you with asset finance or motor finance. Whether you are an enginee...”

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Imperial Financial Planning

(1)

Business Insurance, Life Assurance, Taxation

“Nothing but THANKS for my overall experience . From the initial conversation with Chirag I felt confident that this was the group that would get me the best deal available on the market for my works pension .I WAS NOT WRONG . Highly recommend”

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Average Cost	£3756
Minimum cost	£1253
Maximum cost	£10643
Avg Per Hour Rates	£377

Best Financial Advisors in Leicester

The highest-rated Financial Planning & Wealth Management companies out of 45 vetted & reviewed in the Leicester area.

GP3 Financial Solutions

I Hate Numbers

Gower Accountancy, Acca

Salisbury House Wealth

MNE Accounting

Milestone Wealth

Smart Tax and Accounting

Bosworth Wealth Management

Boolers

RMI Independent Financial Advisers

Willday Wealth Management

PSA Financial Services

TM Asset Management

HSP Financial Planning

Helpatax Chartered Accountants

Bobby Dhanjal Practice Limited

Furnley House

Finance Lab

Pensionadmin

JB Commercial Finance

Paul Geddes Wealth Management

SRU Management

Sterling Asset Solutions

Imperial Financial Planning

Retirement Planning and Investment Management Services in Leicester Cost Estimates

Why these companies made our list

Wealth Management Advisors near Leicester

Popular in Leicester