Best Financial Advisors in Market Harborough

“We worked with Sean Connolly on securing a mortgage for our new build property after a recommendation from my sister, and we cannot thank him and the team enough for their support from the start. We were first time buyers with a thousand and one ques...”

“Looking for someone who can cover all my financial needs and requirements has been difficult. I run a successful business near by and needed help with pensions, inheritance tax planning, business investment planning, cash management, the list goes on...”

“The service from Linda was superb. We initially spoke around two years ago to get some mortgage advice, but there have been a few delays due to the pandemic etc. We were in contact with Linda on numerous occasions throughout and she has always been ...”

“RMI Independent Financial Advisors, to me,are everything a Financial Advisor should be.They show knowledge and a professional attitude when talking investment and pitch the information at a level one can understand.High risk, low risk, short or long ...”

“Excellent Company and knowledgable team. Great advice and service. Highly recommend Brian Spellar & Jo Stark for their professionalism and Advice. Great coffee too !!”

“A company who design bespoke strategies to help small businesses create wealth”

“Yes, this is part of our HR Managed Services. We use online software and create a unique self-service HR file for each of your employees. The file holds personal information, job details, working time and holiday entitlement, pay and benefit informat...”

“Not everyone who needs financial advice wants to meet with a financial adviser. It can be easier, quicker and more convenient to get the advice you need over the telephone.”

“Financial Planning is about more than just the advice that we give. Financial Planning is about achieving financial freedom, making the most of your resources and obtaining the peace of mind that you get from knowing your personal financial situation...”

“Tracey has spent most of her career in the employee benefits sector advising clients from High Street Brands to local SMEs with the same goal, regardless of size, to provide an exceptional customer experience. Tracey holds a range of Financial Planni...”

“I have used the services of Calver Wealth Management for quite a while now, and have always been very impressed and comforted by their professionalism and expertise. Joanna is able to communicate things in such a way that I understand meaning I am no...”

“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...”

“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”

“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...”

“I have used Elsby & Co for almost 10 years now. Not only are they professional and extremely reliable, but also great value and help whenever you need them. They arranged the set up of multiple companies for me, allowing me to concentrate on the actu...”

“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...”

“I highly recommend Infinitas for their exceptional accounting services. Their expertise and professionalism have greatly exceeded my expectations. Infinitas possesses a deep understanding of my business needs and financial goals, tailoring their serv...”