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Best Financial Advisors in Loughborough

Handpicked from 50 vetted & reviewed Financial Planning & Wealth Management firms in the Loughborough area, explore the top 5 leaders in their field among the selected group of 24 finalists.

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Chesterton House Financial Planning

Chesterton House Financial Planning

(23)
  • Information
  • Property
  • Mortgage
“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...”
3 Rectory Pl, Loughborough LE11 1UW
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First Service Financial

First Service Financial

(50)
Life Insurance & Protection, Wills & Inheritance Tax Planning, Financial Planning
“After searching for a Financial advisor I decided to contact First Service Financial and after an initial chat I arranged a visit from their representative. On arrival Martin was very assuring & professional in his approach & explanation of my possi...”
Free Initial Consultation
204 Ashby Rd, Loughborough LE11 3AG
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Woolley, Beardsleys & Bosworth

Woolley, Beardsleys & Bosworth

(22)
Wills, Trusts and Asset Protection, Prestige Property Services, Tax and Succession Planning
“Highly recommend the services provided by Woolley, Beardsleys and Bosworth. They have guided us through the difficult time and process of dealing with my late mothers estate with nothing ever being to much trouble. Suzanne and Rhiane have been absol...”
29 Rectory Pl, Loughborough LE11 1UW
Featured

Whether you're looking to move home, manage an investment property portfolio, write your Will, set up a Lasting Power of Attorney (LPA) or trust, or would like specialist advice on inheritance and succession planning, our team is here to help you. Here's a reminder of our main services, and how we can help you plan and achieve your goals.

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Alba Financial Accountants

Alba Financial Accountants

(17)
Bookkeeping, VAT Returns, 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...”
Free Initial Consultation
In Business Since 1996
Suite 1, 73d Main St, East Leake, Loughborough LE12 6PF
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Woodgate Financial Planning

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 ...”
80-81 Woodgate, Loughborough LE11 2XE
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
96 (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
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Charnwood Accountants

Charnwood Accountants

(10)
Financial, Advanced TAX Services, Business AND Financial Planning
“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...”
The Point, 20 Granite Way, Mountsorrel, Loughborough LE12 7TZ
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Woodhouse Financial Planning

Woodhouse Financial Planning

(3)
  • Meeting
“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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Loughborough Finance For Sport

Loughborough Finance For Sport

(1)
“Stu and the team at LFS are exceptional at what they do. They understand the needs of elite sport and the industry and provide a unique service and open additional opportunities that are priceless. James Smith Loughborough Service Course”
In Business Since 2019
The Point, Granite Way, Mountsorrel, Loughborough LE12 7TZ
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Cambourne Financial Planning

Cambourne Financial Planning

Investment Advice & Strategic Financial Planning, Mortgages, Inheritance Tax Planning
“Cambourne's work over the years has been both considerable and varied and included the set up and management of a company employee pension scheme, individual keyman and personal welfare insurances, and the set up and management of a Company Directors...”
Family Business
Ivy Lodge, Toothill Rd, Loughborough LE11 1PN
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Santorini Financial Planning

Santorini Financial Planning

(4)
“Matthew is exactly what I wanted from an IFA – knowledgeable, realistic, honest and good value for money. His service is very professional, and I can't recommend him highly enough – especially considering my previous experiences dealing with other...”
Transparent Fees & Pricing
Unit 6, 37 Old Parsonage Ln, Hoton, Loughborough LE12 5SG
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Chesterton House Accounting Services

Chesterton House Accounting Services

“With a combined history of serving the Loughborough community for more than 300 years, our team boasts a deep understanding of your needs. Our three businesses—offering financial planning, accounting services, and legal advice—work together seamlessl...”
29 Rectory Pl, Loughborough LE11 1UW
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Imperial Law

Imperial Law

“We cover law, business and commerce. Our mission is to achieve the desired outcomes you seek holistically through instructing solicitors, consultants and other professionals on your behalf no matter what challenges you may be facing. We operate local...”
High Street Chambers, 25 High St, Loughborough LE11 2PZ
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Clark Wealth Management

Clark Wealth Management

“Planning for a secure future whether for yourself, your family or your business is one of the most important steps you will ever take. It is useful to regularly review your financial situation to take advantage of any developments in legislation and ...”
80 Leicester Rd, Quorn, Loughborough LE12 8BB
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Oakwood Capital Wealth Management Limited

Oakwood Capital Wealth Management Limited

“That's why we work with you to make it as easy as possible to understand the available options and reduce the stress in managing your personal finances. Together we document your needs and objectives, and then through bespoke and dynamic advice put i...”
Jason Works, Clarence St, Loughborough LE11 1DX
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Castle Rock Financial Planning

Castle Rock Financial Planning

(31)
  • Team
  • First Time Buyer
  • Transaction
“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...”
Suite 4, 20 The Ropewalk, Nottingham NG1 5DT
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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, Tax and Trust Planning, Retirement 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
Serving Loughborough Area
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I Hate Numbers

I Hate Numbers

(50)
Tax and Wealth Management, A Tax Diagnostic Review, Just Right For You, Training
“I came to I Hate Numbers in desperate need of help after some serious issues with my previous accountant. They went above and beyond my expectations to help me out. After hearing my situation I was given a clear plan of action and they really help...”
Transparent Fees & Pricing
29-35 St.Nicholas Pl, Leicester LE1 4LD
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Ryley Wealth Management

Ryley Wealth Management

(50)
For You & Your Family, For You & Your Business
“I would like to thank Tracy Yeomans for visiting me today and explaining my investments to me in a way that makes it easy for me to understand. Her financial knowledge is excellent and Tracy has an amazing understanding of my financial needs. I wou...”
1st Floor The Arc NG2 Business Park, Enterprise Way, Nottingham NG2 1EN
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Elegant Wealth Management Limited

Elegant Wealth Management Limited

(49)
  • Mortgage
  • Self Employed
  • Industry
“I had the pleasure of working with Cat and the team at Elegant Wealth Management, they were fantastic from the off and very informative every step of the way even when I had little understanding using the portal to upload my documents the team patien...”
Serving Loughborough Area
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Gower Accountancy, Acca

Gower Accountancy, Acca

(49)
  • Questions
  • Company
  • Understand
“Gower Accountancy are enormously professional, well-informed and approachable. Javeed's client care provides confidence and reassurance that one is dealing with true experts in their field. He takes the time to learn your business (mine is as a Barri...”
In Business Since 2009
250 Humberstone Rd, Leicester LE5 0EG
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BK Accountants

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...”
Transparent Fees & Pricing
Remote Consultations Available
Emergency Services
Serving Loughborough Area
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Cockburn Lucas Independent Financial Consulting

Cockburn Lucas Independent Financial Consulting

(37)
Protection, Digital Money Service, Tax Planning
“I have just completed my first year with Cockburn and Lucas following my decision to let them manage my pension pot. They have always been very professional from the first meeting and regularly update me on how my investments are performing. I have ...”
Transparent Fees & Pricing
19 Musters Rd, West Bridgford, Nottingham NG2 7PP
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Salisbury House Wealth

Salisbury House Wealth

(49)
Investments, Commercial Finance, Mortgages
“We used Salisbury House Wealth to buy our first home. They went above and beyond what we could have expected them to do. Daniel had only just qualified as a mortgage advisor but you would never have known due to his knowledge and advice. Daniel and C...”
In Business Since 2015
304 Leicester Rd, Leicester, Wigston LE18 1JX
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Retirement Planning and Investment Management Services in Loughborough Cost Estimates

Minimum cost
£1216
Maximum cost
£10325
National Average
£3644
Avg Per Hour Rates
£366
£2430
£6681
Average price range is based on 414 cost profiles
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Average Cost £3644
Minimum cost £1216
Maximum cost £10325
Avg Per Hour Rates £366

Average range $2430 to $6681 is based on 414 cost profiles.

Why these companies made our list

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Wealth Management Advisors near Loughborough

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