Market Harborough

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Best Financial Advisors in Market Harborough

Handpicked from 55 vetted & reviewed Financial Planning & Wealth Management firms in the Market Harborough area, explore the top 5 leaders in their field among the selected group of 24 finalists.

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Sovereign Wealth

Sovereign Wealth

(30)
  • Understand
  • Business
  • Experience
“I would thoroughly recommend Sovereign Wealth or more specifically Dan Thompson. I have known Dan for a number of years now after two bad experiences with local IFAs. I have been impressed by Dan's approach and investment knowledge from the beginning...”
The Lincoln Building Eckland Lodge Business Park, Desborough Rd, Market Harborough LE16 8HB
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Smith Eliot Financial Management Limited

Smith Eliot Financial Management Limited

(29)
Discretionary Fund Management, Protection Planning, Mortgages
“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...”
Serving Market Harborough Area
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Tantum Financial Services

Tantum Financial Services

(17)
  • Questions
  • Mortgage
  • Communication
“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 ...”
The Manor Main Street, Market Harborough LE8 0PJ
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Aaron Tawny

Aaron Tawny

(8)
Pensions, Equity Release / Lifetime / Home Reversion Plans, Personal & Business Insurance
“We have recently been looking into purchasing a new home and investment options we choose to go to Aaron Tawny to discuss our options. We found the company to be very friendly and very knowledgeable, they answered all the questions we need help with ...”
Transparent Fees & Pricing
6 Market Pl, Kettering NN16 0AL
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Ensign Mortgages & Investments

Ensign Mortgages & Investments

(15)
  • Experience
“Had a really good experience with Paul Arnold at Ensign. Decided to use Paul after Step daughter used him and had a really positive experience. Our situation wasn't straight forward. Another local company had given us wrong info which means we miss...”
14 Market Pl, Kegworth, Derby DE74 2EE
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
95 (100)
Minimum Reputation Rank
97.7 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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Liberty Partnership

Liberty Partnership

(2)
“The team here helped my family when my father had become ill and needed to sort out LPA they couldn't help us enough and was extremely professional thank you.”
Serving Market Harborough Area
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David Mason Financial Planning

David Mason Financial Planning

(9)
  • Experience
“I would definitely recommend David Mason Financial Planning LLP to anyone looking to invest their capital or to create a retirement fund. The whole team are extremely professional and so helpful in sorting out clients needs or queries. The team const...”
Catherine House, Harborough Rd, Brixworth, Northampton NN6 9BX
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Crownhouse Wealth Management

Crownhouse Wealth Management

Pension Scheme Specialists, Bespoke Strategic Planning, Small Company Advisors
“A company who design bespoke strategies to help small businesses create wealth”
119 St Mary's Rd, Market Harborough LE16 7DT
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The Ink Group

The Ink Group

“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...”
Family Business
14 King's Head Pl, Market Harborough LE16 7JT
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Richard Marshall Wealth Management

Richard Marshall Wealth Management

(1)
“This business know exactly what they doing. So much knowledge and professionalism. They really do put you first as a customer. Fantastic service....... Thank you.”
Serving Market Harborough Area
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Bromwich Financial Planning

Bromwich Financial Planning

“Traditionally, the individual areas of financial advice have been kept apart, with investments, trusts, taxation, inheritance planning, life assurance protection and pensions carried out separately and with no interaction or planning between them.”
26 The Point, Market Harborough LE16 7QU
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Kingston Financial Services

Kingston Financial Services

“We offer FREE, no obligation initial meetings in your own home. We tailor a solution to suit your needs and deal with all aspects of the arrangements for you. We will project manage the whole process through lender, solicitor and insurer to ensure ev...”
18 Kingston Way, Market Harborough LE16 7XB
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Rafter Associates Financial Management

Rafter Associates Financial Management

Portfolio Management, Financial Planning
Serving Market Harborough Area
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Trafford Investments

Trafford Investments

“We understand that everyone's different, and that's why our financial planning approach is as individual as you. We know the financial side of life can be complex and that's why we work hard to get to know you and your aspirations through careful pla...”
25+ Years Experience
Serving Market Harborough Area
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Beckett Financial Services

Beckett Financial Services

“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...”
20+ Years Experience
Serving Market Harborough Area
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The Family Legacy Solution

The Family Legacy Solution

“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...”
Serving Market Harborough Area
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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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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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Investor Profile

Investor Profile

(8)
Financial Advice, Wealth Management, Investment Surgery
“Myself and my husband have been pleased with the service that Jas and his team have given us over the past couple of years - Trustworthy financial advice at an affordable price. We always feel that Investor Profile manages our pensions with our best...”
Moulton Park Business Centre, Red House Rd, Moulton Park Industrial Estate, Northampton NN3 6AQ
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MDM Wealth

MDM Wealth

(8)
  • Investment
“I was thinking of retiring but was not sure if it was viable. Over a lifetime of working I had accumulated a number of final salary & personal pensions. MDM listened to our goals and aspirations and completed a review of my pensions. Having completed...”
7, Mitchell Court, Castle Mound Way, Rugby CV23 0UY
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Calver Wealth Management

Calver Wealth Management

(8)
Investments, Business Owners, Cash Management
“I have been a client of Steve's for a few years now and have been very happy with the service I have received from him. He's a great guy and knows his stuff! Julie, Steve's PA is always on the ball and very responsive to emails. Between them, I feel ...”
Serving Market Harborough Area
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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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PPX Consulting

PPX Consulting

(1)
“Adrian and his team are experts in setting up Robust Financial Processes which has helped me tremendously in the running of our business, enabling me to spend more time growing the business.”
kettering venture park, Lamport Close, Kettering NN15 6XY
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Retirement Planning and Investment Management Services in Market Harborough Cost Estimates

Minimum cost
£1183
Maximum cost
£10043
National Average
£3545
Avg Per Hour Rates
£356
£2364
£6499
Average price range is based on 270 cost profiles
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Average Cost £3545
Minimum cost £1183
Maximum cost £10043
Avg Per Hour Rates £356

Average range $2364 to $6499 is based on 270 cost profiles.

Why these companies made our list

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