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Wren Accountants & Business Advisers

(19)

Personal Accounting, Business Accounting, Accounting and Bookkeeping Software

“I was self employed as a consultant for 30 months. During that time I employed Wren accountancy to manage my returns and tax affairs. throughout the whole experience i found Paul and his team to be excellent. However, after I returned to employment a...”

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Grange Estates Wealth Management

(13)

Happy
Pension

“I have dealt with a few IFA and whilst the experiences on the whole were OK, it was not until working with John did you realise how it should be done. The financial review, background discussions and what we were looking to achieve were all very thor...”

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Glenrose Financial Planners

(4)

Protection Plans, Mortgages, Tax Planning

“Chris has been our family adviser for many years, we have always been happy with his advice. He tells us when no change is needed and when it would be for the best. Considering all the changes in the financial markets over the last few years his adv...”

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Rhodes Wealth Management

(12)

Preserving Your Wealth, Social Care, Managing Your Investment Planning

“We have been delighted by the service that Adam and his team have provided for us over the years. Whether it's been a small query or detailed planning, nothing has been too much trouble and the results speak for themselves! The professional, caring ...”

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AMG Wealth Management

(1)

Retirement Planning, Later Life Planning, Legacy Planning

“Good service and helpful advice, patiently explained.”

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Clear Solutions Wealth & Tax Management

(5)

Team

“Cash management and the investment of cash balances is one of the hardest things that people have to manage for their personal or business circumstances. Getting sensible advice which leads to a protected return above the average is not easy to find...”

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Willis Cooper Accountants

(2)

Payroll, Cloud Accounting, Auditing

“Excellent service and advice at great price, always friendly and helpful staff. Would recommend to anyone.”

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Charnwood Accountants

(10)

Financial, Business AND Financial Planning, Advanced TAX Services

“We have been with Charnwood accountants for years and they are an outstanding company. Extremely professional and knowledgeable but also down to earth, friendly and approachable. They really are so much more than just an accountant. They are forwa...”

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Ryley Wealth Management

(30)

For You & Your Family, For You & Your Business

“I have known Will Diggins for a number of years and I would advise anyone thinking of financial investments pensions or advise to get in touch with him.Ian Hurst.”

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Hanbury Financial Planning

(30)

Team
Meetings
Confident

“Chris has been so helpful throughout the process of finding the right portfolio for me. He gave great advice and explained everything to me in detail, so that I could make the right choices in planning for my future.”

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Integritas Financial Planners

(28)

Investment Advice, Pension Advice, Protection

“I contacted Bobby when reviewing my Mortgage and protection policies last year. I have often buried my head in the sand, when it comes to such tasks and taken the easy options probably due to my lack of understanding. That said, I was made to feel ...”

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Castle Rock Financial Planning

(23)

House
Mortgage

“As a first time buyer I had very little understanding of how to go about applying for a mortgage. Gur was so helpful in cutting through all of the formalities and helping me to decide which mortgage would be best for my situation, and kept me up to d...”

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Red IFA

(13)

, , Investments

“I needed some advice regarding the draw down of my current Pensions and I approached Red IFA and was contacted by James Wilkinson to arrange an appointment. James was very prompt, friendly and knowledgeable. He gave me the relevant advice I needed ...”

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First Service Financial

(30)

Pension
Mortgage
Understand

“I have been using FSF for around 6 years and they have always provided top quality service. Most recently, they assisted with a property sale and purchase and I found that Sue went out of her way to support us throughout the whole process. She went b...”

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Merchant Advice Service

(29)

Team
Payment
Result

“Libby did a fantastic job of helping our small business get set up with a card merchant, after a long period of closure due to the pandemic. Her communication throughout the whole process was not only prompt, but extremely friendly, and profession...”

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RBA Wealth Management

(25)

“I have been a client of RBA for around 20 years and could not have chosen a better investment company. Most of those years I have been in the very safe hands of David Booth who has managed my investment portfolio in a very professional manner. He al...”

Featured

Today, we're celebrating a milestone for Sharon Jepson! Our colleague has been with RBA for an impressive 25 years!nnTo put it into perspective, 25 years ago, Google was just starting out and smartphones were still a thing of the future! nnThank you Sharon, you have been an invaluable asset to our team and your dedication to your job is truly inspiring. Cheers í ¾íµ to many more years! nní ½í³¸ circa 2010...all of the team members are still working at RBA, one may have tried to retire 3 times but she can't resist coming back! â¤ï¸...

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MAF Finance Group

(18)

Pleasure
Professional
Business

“We have worked with MAF for around 5 years in financing equipment for our recycling business. Gary has been a fantastic account manager and a key conduit in us getting the competitive finance rates we need. His knowledge of the lending market has rea...”

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Alba Financial Accountants

(17)

Bookkeeping, Personal Tax, Payroll Services

“I have known Nicola for over 4 years and throughout she has been a wealth of knowledge, always present, dedicated and ready to assist. During the first 15 months of the Covid pandemic, Nicola advised members in our LoveBiz Loughborough Business grou...”

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Woodgate Financial Planning

(15)

Investment
Team

“Financial planning advice tailored to your personal circumstances and needs. Your Financial Planner stays with you to guide you through your investment & planning process. Accessible advice whenever you need it. Regular reviews and tracking ensure ti...”

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Rogers Spencer Chartered Accountants

(4)

Financial Accounts Preparation, Private Client Taxation, Audit & Assurance

“After meeting up with Jo and her team we were pleasantly surprised how friendly and down to earth they are. In the last 3 years nothing has been a chore for Rogers Spencer our accounts are in safe hands and they constantly offer useful advice and up...”

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NJ Legal Services

(8)

Lasting Power of Attorney, Will Writing , Probate Matters

“Nigel and his team are marvellous. Nigel prepared my mums will and is so genuine proffesional and gave good advice. When mum passed away he processed her probate and her estate for me with all the agencies. It was a very difficult time and to have su...”

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Chesterton House Financial Planning

(20)

Investments
Retirement

“We approached Alex Lynott regarding advice relating to a Furnished Holiday Let. Alex quickly provided the full range of detailed information we needed to make rapid decisions in the face of stiff competition for some exciting opportunities. Her knowl...”

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Equity Select

(9)

Mortgage

“In a somewhat complex property chain with several changing circumstances along the way, Allan was a much needed source of professional support during our recent house move. Always quick to respond to our questions and process our requirements, we ca...”

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Brian Mole Independent Financial Advisers

(8)

“I had a free appointment regarding my pensions with both David and Dean. They were both very helpful and informative and put me on the right track. They gave me all the advise I needed and although I never took it any further at this stage they were ...”

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Average Cost	£3551
Minimum cost	£1185
Maximum cost	£10062
Avg Per Hour Rates	£357

Best Financial Advisors in Littleover

The highest-rated Financial Planning & Wealth Management companies out of 33 vetted & reviewed in the Littleover area.

Wren Accountants & Business Advisers

Grange Estates Wealth Management

Glenrose Financial Planners

Rhodes Wealth Management

AMG Wealth Management

Clear Solutions Wealth & Tax Management

Willis Cooper Accountants

Charnwood Accountants

Ryley Wealth Management

Hanbury Financial Planning

Integritas Financial Planners

Castle Rock Financial Planning

Red IFA

First Service Financial

Merchant Advice Service

RBA Wealth Management

MAF Finance Group

Alba Financial Accountants

Woodgate Financial Planning

Rogers Spencer Chartered Accountants

NJ Legal Services

Chesterton House Financial Planning

Equity Select

Brian Mole Independent Financial Advisers

Retirement Planning and Investment Management Services in Littleover Cost Estimates

Why these companies made our list

Wealth Management Advisors near Littleover

Popular in Littleover