Best Financial Advisors in Market Harborough

The highest-rated Financial Planning & Wealth Management companies out of 55 vetted & reviewed in the Market Harborough area.

Smith Eliot Financial Management Limited

Smith Eliot Financial Management Limited

(49)
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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Sovereign Wealth Midlands

Sovereign Wealth Midlands

(49)
  • Business
  • Knowledge
  • Passion
“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 Lincoln Building Eckland Lodge Business Park, Desborough Rd, Market Harborough LE16 8HB
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Access Equity Release

Access Equity Release

(50)
  • Company
  • Information
  • Decision
“Tricia Batchelor is amazing. 5 years ago , She was the only one who could find a plan that would save us from losing our home and as a bonus provided some much needed cash . She stayed in touch all this time watching the markets and two months ago ...”
Free Initial Consultation
In Business Since 2018
Serving Market Harborough Area
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Tantum Financial Services

Tantum Financial Services

(29)
  • Questions
  • Patient
  • Knowledge
“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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RMI Independent Financial Advisers

RMI Independent Financial Advisers

(14)
Mortgages & Finance, Independent Financial Advice
“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 ...”
Harborough Innovation Centre, Airfield Business Park, Leicester Rd, Market Harborough LE16 7WB
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Aaron Tawny

Aaron Tawny

(12)
Pensions, Equity Release / Lifetime / Home Reversion Plans, Personal & Business Insurance
“Andy Beresford helped me and my partner get our first home, was really helpful and always available when I needed him, simplified things and explained what I needed to do and when, really helped calm my nerves as a first time buyer, which is why I di...”
Transparent Fees & Pricing
6 Market Pl, Kettering NN16 0AL
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Liberty Partnership

Liberty Partnership

(4)
“Excellent Company and knowledgable team. Great advice and service. Highly recommend Brian Spellar & Jo Stark for their professionalism and Advice. Great coffee too !!”
Serving Market Harborough Area
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David Mason Financial Planning

David Mason Financial Planning

(9)
  • Pensions
“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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McCabe Financial Planning

McCabe Financial Planning

(2)
“The team at McCabe Financial Planning were very professional and super friendly while working their magic to help me to secure a great mortgage offer during a time where interest rates were so high. 100% recommend!”
Offers Financing Options
Serving Market Harborough Area
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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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Richard Marshall Wealth Management

Richard Marshall Wealth Management

(3)
  • Business
“Jamie at Richard Marshall has done my finances for years and I couldn't wish for a better advisor. He is helpful, efficient, explains things well and I trust him with my personal information. I would not use anyone else.”
Serving Market Harborough Area
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Equity & General

Equity & General

Accountancy & Tax, Wills & Probate, Financial Planning
In Business Since 2018
Serving Market Harborough Area
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Bromwich Financial Planning

Bromwich Financial Planning

26 The Point, Market Harborough LE16 7QU
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The Family Legacy Solution

The Family Legacy Solution

Serving Market Harborough Area
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Beckett Financial Services

Beckett Financial Services

30+ Years Experience
Serving Market Harborough Area
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Cedars Wealth Management

Cedars Wealth Management

Cedars Farm, 81 Market St, Draycott, Derby DE72 3NB
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I Hate Numbers

I Hate Numbers

(50)
Tax and Wealth Management, Training, Arts and Social Enterprises
“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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Gower Accountancy, Acca

Gower Accountancy, Acca

(49)
  • Questions
  • Company
  • Manage
“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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Salisbury House Wealth

Salisbury House Wealth

(49)
Investments, Mortgages, Protection
“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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Grayson Lewis Financial Planning

Grayson Lewis Financial Planning

(50)
  • Knowledge
  • Pensions
  • Financial Advisors
“We initially spoke to Nick back in 2019 to help us in the process of purchasing our first home. Nick was great so we returned to ask for his help with our remortgage. We had been dealing directly with the solicitor in charge of our case and as we ...”
Serving Market Harborough Area
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MNE Accounting

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, ...”
The Phoenix Yard, 5-9 Upper Brown St, Leicester LE1 5TE
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Equity Release Midlands

Equity Release Midlands

(38)
  • Mortgage
  • Cost
  • Mind
“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...”
In Business Since 2020
Serving Market Harborough Area
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Calver Wealth Management

Calver Wealth Management

(17)
Investments, Business Owners, Cash Management
“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...”
Family Business
Serving Market Harborough Area
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Milestone Wealth

Milestone Wealth

(24)
  • Understanding
  • Financial Advice
  • Communication
“I needed help understanding the various choice available to me for life insurance, critical illness cover etc. when buying a house. Miles was very helpful in explaining what everything was, what cover he recommends and then sorting out the details an...”
The Old Rectory, Main St, Glenfield, Leicester LE3 8DG
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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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