View Profile

First Service Financial

(50)

Life Insurance & Protection, Wills & Inheritance Tax Planning, Pensions & Retirement Planning

“A personal, friendly, comprehensive service offered. Technical jargon patiently explained in layperson's terms and the long-term best interests of the client remain paramount.”

i

View Profile

Ryley Wealth Management

(50)

For You & Your Family, For You & Your Business

“My Mother, husband and I have worked with Paul for a number of years now. He has helped and advised all of us through challenging times and new opportunities, all to great effect. I cannot recommend him highly enough and thank him for his continued s...”

i

View Profile

BK Accountants

(30)

Company
Prices

“If you speak to the right people then the right things happen. The difference between my old accountant and BK accountants are polar opposite's. After a short phone call Ben helped me to advise my now previous accountant for the correct paper work so...”

i

View Profile

Merchant Advice Service

(38)

Payment
Business
Result

“Libby has been so helpful, we are a high risk business and we managed to set up a merchant account within 4 days. Libby was very quick to respond to emails and help in anyway she could. I would highly recommend. Positive Responsiveness, Quality, Prof...”

i

View Profile

TJM Financial Solutions

(50)

Communication
First Time Buyers
Mortgage Advisor

“Tom's been a huge help with my pension planning. His advice and support have really made a huge difference in securing my financial future. Big thanks to him, and I'd definitely recommend his services!”

i

View Profile

Integritas Financial Planners

(31)

Investment Advice, Pension Advice, Protection

“Knowledgeable and thorough approach in all aspects providing a first class, professional and user friendly service. Positive Responsiveness, Quality, Professionalism, Value”

i

View Profile

Hanbury Financial Planning

(42)

Team
Decisions
Pension

“My organisation recommended Hanbury Financial Planning to me when I was looking for support with pension planning and I have nothing but great things to say. The team are incredibly knowledgeable, very responsive and genuinely care. I would highly r...”

i

View Profile

Castle Rock Financial Planning

(31)

Team
Understanding
House

“Excellent experience working with this company. Professional advice and service provided, would definitely use again should the situation arise and highly recommend.”

i

View Profile

Outwoods Financial Planning

(36)

Financial Advice
Jargon
Understand

“I gained some great information and financial advice from Jon. He answered all of my queries and I would highly recommend his services to anyone. Thank you.”

i

View Profile

AMG Wealth

(26)

Company
Income
Future

“Excellent financial advice from Gary, Phil and the team at AMG Wealth Management. Gary & Phil have taken the time to get to know my personal circumstances and future goals to help me take financial control and plan for retirement. Advice is eas...”

i

View Profile

Glenrose Financial Planners

(21)

Investments, Tax Planning, Retirement Planning

“We needed someone who could walk us through the "mine field" of the new pension regulations and what would be the best solution for our staff. We wanted to get a good retirement deal for everyone without it costing them or us an arm and a leg. Wel...”

i

View Profile

Chesterton House Financial Planning

(23)

Information
Property
Advice

“EXCEPTIONAL SERVICE, KNOWLEDGE AND ADVICE I turned to Chesterton's for some re-mortgaging advice recently. From the outset, the levels of responsiveness and professionalism were exactly what I had hoped for. The advice I received was very detailed...”

i

View Profile

Grange Estates Wealth Management

(23)

Advice
Pension
Questions

“We chose John as our FA having carried out a thorough local search and meetings with three other providers to compare services. John impressed us with his professional manner- he makes the effort to come to our house, arrives on time and smartly dres...”

i

View Profile

Brian Mole Independent Financial Advisers

(22)

Financial Advisor
Choices
Meeting

“I had never used Brian Mole's services previously, although was aware that they have been in Burton for many many years. After a change in circumstances, I needed some future financial planning advice and a review of my pensions. I have been given e...”

i

View Profile

Red IFA

(16)

, , 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 ...”

i

View Profile

Rhodes Wealth Management

(20)

Wealth Protection, Social Care, Financial Planning

“I have nothing bad to say about the service that I have received, it has been 5 Star from start to finish, the gentleman representing the company called round my house at a time that suited me and he made me feel at ease as soon as we had spoken to e...”

i

View Profile

Stephen Eve Financial Planning

(14)

Investment Advice, Check-In Service, Retirement Planning

“If you are wanting a personal approach to wealth management then look no further than Stephen Eve Financial Planning . The service we have received from Ben Slater has been excellent - he takes the time to explain the current financial situation, to ...”

i

View Profile

NJ Legal Services

(12)

Lasting Power of Attorney, Will Writing , Probate Matters

“I cannot thank Nigel enough, he has been extremely patient and helpful dealing with quite a complicated case, my father, stepmum and brother all passed away within 3 weeks of each other and things got complicated due to no will on my dad's side, than...”

i

View Profile

Rogers Spencer Chartered Accountants

(8)

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...”

i

View Profile

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...”

i

View Profile

Woodgate Financial Planning

(14)

Questions
Manage

“I have been a client of the firm of solicitors with whom Woodgate Financial Planning is associated for nearly 40 years, and so was particularly interested when I was first made aware of the additional services that Woodgate could provide. I have now ...”

i

View Profile

The Wilson Organisation

(5)

Financial Services, Business Insurance

“A great team that always provide an excellent level of service”

i

View Profile

Ashleyjai Wealth Management

(21)

Interests
Investments
Business

“We have used Punam from Ashleyjai management for 5 years (my husband longer) for all of our insurances and personal pensions. She is easy to talk to, professional and I feel like she has my best Interest. The companies knowledge on products and servi...”

i

View Profile

Bates Weston

(3)

Audit, Tax Planning, IT Support

“I have been with Bates Weston since 2015, they are the best in the business at what they do and Kay and team are always on hand when needed for sound accounting advice. Highly recommended accountants”

i

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.

First Service Financial

Ryley Wealth Management

BK Accountants

Merchant Advice Service

TJM Financial Solutions

Integritas Financial Planners

Hanbury Financial Planning

Castle Rock Financial Planning

Outwoods Financial Planning

AMG Wealth

Glenrose Financial Planners

Chesterton House Financial Planning

Grange Estates Wealth Management

Brian Mole Independent Financial Advisers

Red IFA

Rhodes Wealth Management

Stephen Eve Financial Planning

NJ Legal Services

Rogers Spencer Chartered Accountants

Alba Financial Accountants

Woodgate Financial Planning

The Wilson Organisation

Ashleyjai Wealth Management

Bates Weston

Retirement Planning and Investment Management Services in Littleover Cost Estimates

Why these companies made our list

Wealth Management Advisors near Littleover

Popular in Littleover