Loughborough

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Loughborough
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Best Financial Advisors in Loughborough

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

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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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Cockburn Lucas Independent Financial Consulting

Cockburn Lucas Independent Financial Consulting

(28)
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
45 Loughborough Rd, West Bridgford, Nottingham NG2 7LA
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First Service Financial

First Service Financial

(30)
  • Pension
  • Mortgage
  • Sue
“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...”
204 Ashby Rd, Loughborough LE11 3AG
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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 2011
Suite 1, 73d Main St, East Leake, Loughborough LE12 6PF
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Woodgate Financial Planning

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...”
80-81 Woodgate, Loughborough LE11 2XE
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Chesterton House Financial Planning

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...”
3 Rectory Pl, Loughborough LE11 1UW
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Santorini Financial Planning

Santorini Financial Planning

(5)
“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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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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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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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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Intelligent Financial Advice

Intelligent Financial Advice

“We have developed a team of highly qualified, professional advisers. Although we are able to provide advice to clients from all over the UK, the majority of our advisers are based in either the Midlands or the SE of England (London and Home Counties)...”
Westgate House, Loughborough LE11 2EH
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Johnson Paraplanning

Johnson Paraplanning

Price List
Transparent Fees & Pricing
In Business Since 2018
The Churchrooms, 1 Church Rooms, 6 Church St, Barrow upon Soar, Loughborough LE12 8PR
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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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Natalie Norman Financial Planning

Natalie Norman Financial Planning

“Rogers professional advice has saved us significant amounts of money and enabled me to retire sooner than I thought was possible. His passion, knowledge and interest in achieving the best outcome for his clients is what sets him apart. I cannot thank...”
1 Cornflower Wy, East Leake, Loughborough LE12 6TG
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MNE Accounting

MNE Accounting

(29)
  • Questions
  • Money
  • Company
“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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Wren Accountants & Business Advisers

Wren Accountants & Business Advisers

(19)
Personal Accounting, Investigations by H M Revenue & Customs, 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...”
In Business Since 2002
4 Cross St, Beeston, Nottingham NG9 2NX
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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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Grange Estates Wealth Management

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...”
14 Grange Ave, Beeston, Nottingham NG9 1GJ
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Riverfall Financial

Riverfall Financial

(8)
Later Life Planning, Estate & Inheritance Tax Planning, Advice For Business Owners
“Since contacting Riverfall to deal with our pensions my husband and I have been able to retire early thanks to the professional help and advice we received from Jessica. Everything was explained fully and made easy for us to understand. We felt co...”
Remote Consultations Available
The Landmark, Tudor Square, West Bridgford, Nottingham NG2 6BT
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Glenrose Financial Planners

Glenrose Financial Planners

(4)
Protection Plans, Mortgages, Corporate Financial 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...”
In Business Since 2010
The Mill, Lodge Ln, Derby DE1 3HB
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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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AMG Wealth Management

AMG Wealth Management

(1)
Retirement Planning, Other Services, Later Life Planning
“Good service and helpful advice, patiently explained.”
120 Park Farm Dr, Derby DE22 2QP
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McCabe Financial Planning

McCabe Financial Planning

(1)
“I was given staceys name through a mutual contact and from day one Stacey was very helpful! very responsive on email, great on the phone and got me a great mortgage offer! very happy and would recommend her, will be contacting her when I am due to re...”
Offers Financing Options
Serving Loughborough Area
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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.

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Wealth Management Advisors near Loughborough

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