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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...”

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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...”

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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...”

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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 ...”

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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...”

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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...”

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Cambourne Financial Planning

Investment Advice & Strategic Financial Planning, Mortgages, Inheritance Tax Planning

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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...”

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Imperial Law

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Clark Wealth Management

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Oakwood Capital Wealth Management Limited

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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...”

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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...”

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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...”

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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...”

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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...”

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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 ...”

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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...”

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Merchant Advice Service

(38)

Payment
Result
Business

“I contacted Merchant Advice Service because I needed an expedited merchant account due to issues with our ongoing provider. After talking to many merchant account operators, it was becoming apparent that this was not possible. I contacted Libby in...”

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TJM Financial Solutions

(50)

Communication
Understand
Pension

“I just have to leave a review… Thank you TJM! I have been working with Thomas fromTJM financial solutions since 2018. He helped me get my first mortgage and since then advised and further helped me secure multiple properties in 2023. I have never gon...”

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MNE Accounting

(34)

Questions
Money
Company

“I've been using MNE accounting for about a year and they've been fantastic. I've received help from Jamie, Ethan, Janine and Tony and they've all been amazing. Jamie was brilliant at getting paperwork filled out speedily for my mortgage offer, ...”

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Hanbury Financial Planning

(42)

Team
Wealth
Ethics

“Chris and the team at Hanbury Financial Planning are extremely friendly, approachable and knowledgeable. Chris has been extremely helpful and thorough in putting together an investment portfolio that suited my needs. Chris took time to provide a vari...”

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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...”

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Equity Release Midlands

(38)

Mortgage
Choice
Cost

“Equity release is a relatively new way of obtaining financial assistance in old age and we wanted to assure ourselves that it would be the best option for our circumstances. We needed someone suitably qualified, who would understand our needs and pre...”

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Average Cost	£3644
Minimum cost	£1216
Maximum cost	£10325
Avg Per Hour Rates	£366

Best Financial Advisors in Loughborough

The highest-rated Financial Planning & Wealth Management companies out of 50 vetted & reviewed in the Loughborough area.

First Service Financial

Chesterton House Financial Planning

Alba Financial Accountants

Woodgate Financial Planning

Charnwood Accountants

Woodhouse Financial Planning

Cambourne Financial Planning

Santorini Financial Planning

Imperial Law

Clark Wealth Management

Oakwood Capital Wealth Management Limited

I Hate Numbers

Ryley Wealth Management

Gower Accountancy, Acca

Elegant Wealth Management Limited

BK Accountants

Cockburn Lucas Independent Financial Consulting

Salisbury House Wealth

Merchant Advice Service

TJM Financial Solutions

MNE Accounting

Hanbury Financial Planning

Castle Rock Financial Planning

Equity Release Midlands

Retirement Planning and Investment Management Services in Loughborough Cost Estimates

Why these companies made our list

Wealth Management Advisors near Loughborough

Popular in Loughborough