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..”

“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...”

“Sean Connolly was amazing all the way through the process of our very tricky re mortgage. Never gave up and we happily remortgaged at the end of May with the professional and efficient help of Sean. Highly recommended. Thanks Sean. We will 100%...”

“I have been searching for an accountant who suits my small business needs for a while now and Gower is already feeling like a great match. Professional and straight talking in terms I can understand. Javeed is friendly and approachable which is ideal...”

“Excellent advice. Always have a clear understanding from Alistair about our investments. Very quick responses to queries. We're nervous investors but feel confident in Cockburn Lucas and that we're achieving our goals both financially and ethically.”

“MNE help us with bookkeeping, management accounts and payroll and always provide an excellent service. Tim really took the time to understand how we work and I'm confident the management information we receive has really helped us get the most out of...”