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Best Financial Advisors in Leicester

Handpicked from 45 vetted & reviewed Financial Planning & Wealth Management firms in the Leicester area, explore the top 5 leaders in their field among the selected group of 24 finalists.

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Bobby Dhanjal Practice Limited

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...”
3 Merus Ct, Leicester LE19 1RJ
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ISJ Independent Financial Planning

ISJ Independent Financial Planning

(6)
Inheritance Tax Planning, Investment Planning, Lifestyle Financial Planning
“Great professional service provided by ISJ Independent Financial Planning. Offered a good view on retirement options as well as possibilities for current investments. Worth taking time for a friendly discussion. Positive Professionalism”
Transparent Fees & Pricing
25 New St, Oadby, Leicester LE2 5EB
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I Hate Numbers

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.”
Transparent Fees & Pricing
29-35 St.Nicholas Pl, Leicester LE1 4LD
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Gower Accountancy, Acca

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”
In Business Since 2009
250 Humberstone Rd, Leicester LE5 0EG
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Salisbury House Wealth

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”
In Business Since 2015
304 Leicester Rd, Leicester, Wigston LE18 1JX
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
97 (100)
Minimum Reputation Rank
99.7 Percentile
All of our award winners are based on identifiable facts - reviews, performance, and experience - collected by scientific means. We use this data to assess each business’s essential features, weighting them according to their importance to customers.
Read our methodology
Prominent finalists
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MNE Accounting

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.”
The Phoenix Yard, 5-9 Upper Brown St, Leicester LE1 5TE
Featured

Small Business Accountants Practical and commercial advice to help ambitious small businesses achieve growth. We’re in business like you to be the best at what we do. You need bookkeeping, VAT advice and payroll, and you need it from an energised team of small business accountants. Unlike traditional accountancy firms, our success is based on our commitment to be original, dynamic and trustworthy, with one eye always on the advancements in our industry and more importantly, yours. We are expert accountants for small business.

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Milestone Wealth

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...”
The Old Rectory, Main St, Glenfield, Leicester LE3 8DG
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Smart Tax and Accounting

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...”
Transparent Fees & Pricing
12+ Years Experience
Rutland House, 23-25 Friar Ln, Leicester LE1 5QQ
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Bosworth Wealth Management

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 ...”
36 Bosworth Way, Leicester LE3 3QW
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Boolers

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...”
Free Initial Consultation
Grove Park, 9 Grove Ct, Enderby, Leicester LE19 1SA
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RMI Independent Financial Advisers

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 ...”
Harborough Innovation Centre, Airfield Business Park, Leicester Rd, Market Harborough LE16 7WB
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Willday Wealth Management

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 ...”
1 Duns Ln, Leicester LE3 5LX
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TM Asset Management

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 ...”
20+ Years Experience
West Walk Buildings, 110 Regent Rd, Leicester LE1 7LT
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PSA Financial Services

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...”
PSA House, 3 Rose Wy, Leicester LE8 4BY
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Helpatax Chartered Accountants

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 ...”
244 Melton Rd, Leicester LE4 7PG
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HSP Financial Planning

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...”
In Business Since 2003
Whiteacres, Leicester LE8 6ZG
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GP3 Financial Solutions

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...”
In Business Since 2003
50 Rosemead Dr, Oadby, Leicester LE2 5SF
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Furnley House

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. ...”
150+ Years Experience
340 Melton Rd, Leicester LE4 7SL
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Finance Lab

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.”
Free Initial Consultation
40+ Years Experience
1 Cradock St, Leicester LE5 3AW
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JB Commercial Finance

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...”
43 St Ives Rd, Leicester, Wigston LE18 2JB
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Pensionadmin

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 ...”
In Business Since 2013
Business Centre, 4 HRFC, Leicester Rd, Hinckley LE10 3DR
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Paul Geddes Wealth Management

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”
Meridian Business Park, 3 Harcourt Way, Leicester LE19 1WP
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SRU Management

SRU Management

(2)
“Great service received and very knowledgeable in his field”
Transparent Fees & Pricing
First Floor, Alexandra House, Leicester Rd, Lutterworth LE17 4JA
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Imperial Financial Planning

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”
Suite A, Lancaster House, Grange Business Pk, Leicester LE8 6EP
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Retirement Planning and Investment Management Services in Leicester Cost Estimates

Minimum cost
£1253
Maximum cost
£10643
National Average
£3756
Avg Per Hour Rates
£377
£2505
£6887
Average price range is based on 409 cost profiles
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Average Cost £3756
Minimum cost £1253
Maximum cost £10643
Avg Per Hour Rates £377

Average range $2505 to $6887 is based on 409 cost profiles.

Why these companies made our list

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Wealth Management Advisors near Leicester

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