Best Financial Advisors in Melton Mowbray

“I could not have asked for a better service. Buying my first house was very daunting, Cat and Dani have taken all of the stress away. I had absolutely no idea how it all worked with solicitors and mortgages and estate agents, they are very patient an...”

“Tim sorted out Equity Release on my mums home. He was an absolute pleasure to deal with, friendly professional and he got us a great deal on the much needed equity release. Would definatley recommend him and have already recommended to friends and ...”

“I have been with EP for over 18th months and have seen my portfolio grow in line with my expectations and we were well supported during the recent pandemic. Tom and the team have demonstrated that it was a good decision to select them rather than ot...”

“I have known Kevin for about 15 years and last year he helped us with a couple of mortgages, at a time when the market was in turmoil Kev was a real super star and sorted things out so we could just relax and focus on the house move - A real gent and...”

“Jeremy came to see my Dad to give some advice about IHT planning and i was blown away by the depth of his knowledge. There doesnt seem to be any aspect of tax advice, pensions and such the he doesnt know about. I would recommend Jeremy to anyone look...”

“Phil Denton of Which Way can explain finance in words that are understandable and even makes financial matters enjoyable to find out about ! Time spent with his company is well worth it..”

“Caroline Stuart trading as Sparrow Paraplanning is an outsourced paraplanner who offers paraplanning, report writing and technical support to UK financial planners and advisers. We do not provide financial advice and are not authorised or regulated b...”

“When you retire you still need food and shelter as an absolute minimum, but of course you will want to maintain the lifestyle to which you have become accustomed, so unless you can guarantee a large inheritance, you need to provide yourself with a se...”

“The issues you are concerned about may be very simple or very complicated. Financial advice covers all areas from pension planning, investment advice (including wealth management and Trustee advice), Inheritance Tax & Capital Gains Tax planning, life...”

“Welcome to our website at KeightleyPattison Financial Management Ltd. Established in 2009 by Paul Keightley and Simon Pattison, with over 40 years of combined experience in the industry. We are a small business with clients in all parts of the countr...”

“SFA Independent Financial Advisers based in Leicestershire provide a complete holistic independent wealth management advisory service to clients looking to plan for their retirement, generate income or capital growth from their investments, fund scho...”

“Being from the States, you can imagine how intimidating tax returns can be in the UK. Mahmood and his team have helped me navigate Self-Assessment and have walked me through my returns explaining what everything means. The newsletters they send out a...”

“Mike Holmes at RWM has been excellent at supporting us at navigating our way through investment planning. He is very knowledgeable and has explained our choices, guiding us in planning for retirement. As a result we are seeing our portfolio grow and ...”

“Very professional service to find me the best Mortgage deal available to suit my circumstances. The process was very quick and my mortgage offer was confirmed in writing on the same day as application. Thoroughly recommended Castle Rock and big thank...”

“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 ...”

“Very professional and excellent communications.”

“I really like Lena's approach to finding out what you want life to look like the you are retired so that you can clarify what your financial needs are.”

“Great service. Really efficient and thanks to Alison for always getting back to me so quickly and sorting everything out so effectively. A weight off my mind!”

“Sean Connolly and his team at Smith Eliot Financial Management were outstanding. We were first time buyers and were a little nervous , Sean guided us through the whole process and explained everything, every step of the way. If we had any questions ...”