Best Financial Advisors in Melton Mowbray

“Cat has dealt with my finances for many years now, particularly mortgages/remortgaging. I've always been very happy with her service and the deals she's managed to get me with the minimum of fuss. Me being self-employed used to make it nightmare to a...”

“Couldn't be more pleased with the service, Tim was extremely clear on what was available, how worked, what it cost etc. The process was smooth, painfree and the product was very good value. Couldn't be more pleased. Will recommend. Positive Respon...”

“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..”

“We guarantee to provide you with the most cost-effective, long-term solution for your business. Over the years, we've saved our clients thousands of hours, taking care of everything from payment processing to preparing and filing VAT returns, year-en...”

“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...”

“I have always dealt with Gurprame for residential and BTL Mortgages I would never go anywhere else - his advice that he gives is very honest and professional, he will always go the extra mile to get me the best deal / package. thank you for all your ...”

“I have been a client of Jo's for a number of years now. I have always been impressed by their professional service and have seen my portfolio grow under their guidance. I highly recommend SJP and its always nice to receive a bottle of wine at Christm...”

“We have been using Chesterton House for the past 3 years for pension planning and management. Over this time they have provided an excellent level of service and results. Special recommendation for Lisa Leeland (and her team) who has given great ad...”

“Bobby & his team have been looking after our family's finacial investments, insurance needs and general financial help since he started, and before that at Alliance & Leicester. He and his team have been consistantly excellent and we have 100% faith ...”

“Lena is not only extremely knowledgeable and professional, but also a really nice person to deal with. I would highly recommend. Thank you again Lena for all of your advice and support.”

“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...”

“I have dealt with Tracy for over 2 years now and she has always given me sound advice relating to my investments. Tracy is always happy to explain any issues that I don't understand and advise me on the best way forward. I therefore have no problem i...”