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.

TM Asset Management

TM Asset Management

(5)
“I have been with TMA Asset Ma my agent for a number of years and have always been provided with exemplary service and what I consider to be excellent financial guidance. They took the time to understand my needs and tailor the approach accordingly. ...”
20+ Years Experience
West Walk Buildings, 110 Regent Rd, Leicester LE1 7LT
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Milestone Wealth

Milestone Wealth

(19)
  • Investments
  • Pension
“I've been dealing with Miles of late over a number of months, in particular the potential for early retirement and cash flow forecasts given my own particular circumstances. The attention to detail has been great; all backed up by some simple explan...”
The Old Rectory, Main St, Glenfield, Leicester LE3 8DG
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Bosworth Wealth Management

Bosworth Wealth Management

(16)
  • Mortgage
  • Questions
“Again, after dealing with Lee at bosworth wealth management I feel well looked after. Anything I couldn't understand was explained to me. I'll always use Lee for my mortgage & pension reviews as he's always gone above and beyond including working a b...”
36 Bosworth Way, Leicester LE3 3QW
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MNE Accounting

MNE Accounting

(29)
  • Questions
  • Work
  • Management
“I am a sole trader who was looking for a reliable, user friendly accountant that would do a great job without it costing me a ton of cash. I was lucky to find MNE. Initially, it took a while to get fully on board, but I am so glad I did. I can now do...”
The Phoenix Yard, 5-9 Upper Brown St, Leicester LE1 5TE
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Gower Accountancy, Acca

Gower Accountancy, Acca

(30)
  • Questions
  • Efficient
  • Understand
“HIGHLY RECOMMEND I went initially for a free consultation Q1 2019, and since then never looked back. The entire team at Gower Accountancy had plenty of time for me, answered all my questions, concerns in a timely fashion. We meet frequently face t...”
In Business Since 2009
250 Humberstone Rd, Leicester LE5 0EG
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
98 (100)
Minimum Reputation Rank
98.6 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
Wattam Kirby Mee

Wattam Kirby Mee

(30)
  • Investments
  • Management
  • Team
“I was first introduced to Adrian, some 15 years ago. A great guy, honest, has integrity and the results speak for themselves. I think you would struggle to find someone better. Just talk to the guy!!”
Atelius House, 2 Smith Way, Leicester LE19 1SX
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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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Willday Wealth Management

Willday Wealth Management

(10)
Individual Services, Business Services
“I'm overwhelmed with the service provided by Edward and the team on my recent investments. Edward is a knowledgeable individual that has been pivotal in advising the options available for me to grow my investment portfolio. Many thanks.”
1 Duns Ln, Leicester LE3 5LX
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Salisbury House Wealth - Leicester Pension & Wealth Management

Salisbury House Wealth - Leicester Pension & Wealth Management

(18)
Investments, Household Insurance, Retirement Planning
“we were introduced to Salisbury house a few years ago when looking at a remortgage to raise funds for an extension, and then recently remortgaged. solid advice on all occasions, including deals that werent on the market. sometimes the process doesnt ...”
In Business Since 2015
304 Leicester Rd, Leicester, Wigston LE18 1JX
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Helpatax Affordable Chartered Certified Accountants in Leicester

Helpatax Affordable Chartered Certified Accountants in Leicester

(20)
  • Questions
“Excellent Accountant! Really nice individual whom is always willing to give you time. Offers help and support with all general queries. Has done a great Job with preparing our company accounts. Would Highly recommend Help A Tax! Get in touch with hi...”
244 Melton Rd, Leicester LE4 7PG
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Newby Castleman

Newby Castleman

(2)
Business Tax, Private Client Tax, Wealth Management
“Newby Castleman Accountants have all the benefits of being a large resourceful and dynamic organistaion - tapping a bredth and depth of knowledge within their profession. However they use much skill and care to maintain a personal touch at a local le...”
Transparent Fees & Pricing
West Walk Building, 110 Regent Rd, Leicester LE1 7LT
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Imperial Financial Planning

Imperial Financial Planning

(2)
Business Insurance, Life Assurance, Taxation
“1st class service”
Suite A, Lancaster House, Grange Business Pk, Leicester LE8 6EP
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Sterling Asset Solutions

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...”
In Business Since 2008
6 Excalibur Cl, Leicester Forest East, Leicester LE3 3ET
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JB Commercial Finance

JB Commercial Finance

(4)
“I would highly recommend James very easy to deal he provided us with some financial advice and other services. his process was very helpful and professional, i would use again.”
43 St Ives Rd, Leicester, Wigston LE18 2JB
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Furnley House

Furnley House

(3)
“A Perfect Professional work zone”
340 Melton Rd, Leicester LE4 7SL
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HSP Financial Planning

HSP Financial Planning

(1)
“Ian is brilliant. He is an expert when it comes to financials and pensions in particular. We felt completely at ease taking his advice and know our money will be well looked after. If you're looking for your next IFA speak to Ian and the team!”
In Business Since 2003
Whiteacres, Leicester LE8 6ZG
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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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Fund My Venture

Fund My Venture

“Over the past five years we have worked alongside many organisations consistently raising grant funding to aid them in delivering projects, developing their infrastructure and bringing their ideas to life.”
7 Peacock Ln, Leicester LE1 5PZ
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Roberts Wealth Management

Roberts Wealth Management

(6)
“I have worked with Evan Roberts for over ten years now, he has a strong and experienced background in financial advice. Evan is a total professional, organised, very knowledgeable and easy to understand. I, and my wife, have always felt comfortable w...”
Offers Financing Options
51 Meadow Ct, Enderby, Leicester LE19 3DX
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Woodhouse Financial Planning

Woodhouse Financial Planning

(3)
“Contacted Woodhouse Financial Planning and arranged a meeting with Tim Parker. A few days later i had a meeting and he covered all things i needed to know and now helping me sort out my finances. What i like about Tim is he makes you feel like he ha...”
Offers Financing Options
Rawlins Cl, Woodhouse Eaves, Leicester, Loughborough LE12 8SD
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Tudor Franklin Independent Financial Advice

Tudor Franklin Independent Financial Advice

(4)
“I would recommend these wholeheartedly. I dealt with Bharat before he started this business with Richard and the advice of Inheritance tax planning is superb and we are on the way to saving a lot of tax. These people are not pushy salesmen but advise...”
Unit 5, Pear Tree Business Park, Desford Ln, Ratby, Leicester LE6 0LE
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Ingenious Financial Solutions

Ingenious Financial Solutions

(4)
“Jateen is a really transparent and experienced financial advisor. We have used his services over nearly 10 years. During that time he has advised us on the consolidation of old pensions, life and critical illness cover aswell us assisting us with our...”
The Crescent, 56 King St, Leicester LE1 6RX
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Declan Kiely Wealth Management

Declan Kiely Wealth Management

(3)
“I have worked with Declan for the last 4 years and has looked after my wife's pension and savings. He is so trustworthy that this has moved me to recommending friends and family to Declan. His focus is on you and what you want for your financial futu...”
71 Main St, Leicester LE9 6RE
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Sovereign Wealth Rob Sutherland

Sovereign Wealth Rob Sutherland

(1)
“We as a business have been using Rob as our Wealth Manager for the last 3 years. He has provided us with sound financial advice regarding our pension and ISAs. We are currently going through a remortgage with Rob. Both Rob and Helen have been profes...”
Sovereign Wealth LLP, 22 The Bridle, Glen Parva, Leicester LE2 9HQ
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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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