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Best Financial Advisors in Oadby

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

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ISJ Independent Financial Planning

ISJ Independent Financial Planning

(6)
Inheritance Tax Planning, Lifestyle Financial Planning, Investment Planning
“Great professional service provided by ISJ Independent Financial Planning. Offered a good view on retirement options as well as possibilities for current investments. Worth taking time for a friendly discussion. Positive Professionalism”
Transparent Fees & Pricing
25 New St, Oadby, Leicester LE2 5EB
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GP3 Financial Solutions

GP3 Financial Solutions

(9)
Pensions, Wills and Estate Planning, Protection
“Alex initially helped myself and the family in terms of general finances and then Leon has stepped in with his expertise to assist us with Wills and Lasting Power of Attorney. It's such a minefield and we have really appreciated the patience and kind...”
In Business Since 2003
50 Rosemead Dr, Oadby, Leicester LE2 5SF
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Intelligent Adviser

Intelligent Adviser

(5)
“Heme has been my mortgage adviser for 5 years now, heme always gets me the best deal on the market, totally stress free for me, I know heme will have everything sorted for me before I even think about it. Thank you for all your time and hard work, I ...”
Transparent Fees & Pricing
In Business Since 2021
65a, The Old School House, London Rd, Oadby, Leicester LE2 5DN
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Chase Integral

Chase Integral

(1)
“Highly recommended Ragesh is the most trustable person in this trade.”
Stoughton House, 4 Stoughton Rd, Oadby, Leicester LE2 4DS
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Calver Wealth Management

Calver Wealth Management

(17)
Investments, Wills and Power of Attorney, Inheritance Tax
“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 Oadby Area
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Best of 2024

Qualification Criteria for best of Winners

Minimum Overall Score
98 (100)
Minimum Reputation Rank
99 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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Chesterton House Financial Planning

Chesterton House Financial Planning

(23)
  • Information
  • Retirement
  • Knowledge
“EXCEPTIONAL SERVICE, KNOWLEDGE AND ADVICE I turned to Chesterton's for some re-mortgaging advice recently. From the outset, the levels of responsiveness and professionalism were exactly what I had hoped for. The advice I received was very detailed...”
3 Rectory Pl, Loughborough LE11 1UW
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Bobby Dhanjal Practice Limited

Bobby Dhanjal Practice Limited

(11)
  • Investor
  • Communication
  • Meeting
“I had a fantastic experience with BDWM when setting up my LISA and private pension, thanks in no small part to the invaluable assistance of Tia and the entire BDWM team. Tia's expertise and guidance were instrumental in making these important financi...”
3 Merus Ct, Leicester LE19 1RJ
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I Hate Numbers

I Hate Numbers

(50)
Tax and Wealth Management, Budgetwhizz, Business Support
“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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First Service Financial

First Service Financial

(50)
Life Insurance & Protection, Client Documentation, Mortgages
“After searching for a Financial advisor I decided to contact First Service Financial and after an initial chat I arranged a visit from their representative. On arrival Martin was very assuring & professional in his approach & explanation of my possi...”
Free Initial Consultation
204 Ashby Rd, Loughborough LE11 3AG
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Smith Eliot Financial Management Limited

Smith Eliot Financial Management Limited

(49)
Discretionary Fund Management, Isas, Tax and Trusts
“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 Oadby Area
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Sovereign Wealth Midlands

Sovereign Wealth Midlands

(49)
  • Business
  • Advice
  • Pensions
“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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Gower Accountancy, Acca

Gower Accountancy, Acca

(49)
  • Questions
  • Manage
  • Understand
“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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Elegant Wealth Management Limited

Elegant Wealth Management Limited

(49)
  • Mortgage
  • Advice
  • Pension
“I had the pleasure of working with Cat and the team at Elegant Wealth Management, they were fantastic from the off and very informative every step of the way even when I had little understanding using the portal to upload my documents the team patien...”
Serving Oadby Area
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Infinitas Accountants Limited

Infinitas Accountants Limited

(37)
Business Services, Audit, Personal Tax Services
“I highly recommend Infinitas for their exceptional accounting services. Their expertise and professionalism have greatly exceeded my expectations. Infinitas possesses a deep understanding of my business needs and financial goals, tailoring their serv...”
Transparent Fees & Pricing
In Business Since 2020
Unit 6, North, Business Park, Cherry Hall Rd, Kettering NN14 1UE
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Salisbury House Wealth

Salisbury House Wealth

(49)
Investments, Household Insurance, Inheritance Tax Planning
“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
  • Understand
  • Questions
“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 Oadby Area
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MNE Accounting

MNE Accounting

(34)
  • Questions
  • Information
  • Management
“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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Tantum Financial Services

Tantum Financial Services

(29)
  • Questions
  • First Time Buyers
  • Pension
“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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Equity Release Midlands

Equity Release Midlands

(38)
  • Mortgage
  • Information
  • Business
“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 Oadby Area
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Woolley, Beardsleys & Bosworth

Woolley, Beardsleys & Bosworth

(22)
Wills, Trusts and Asset Protection, Power of Attorney and Court of Protection, Administration of Estates
“Highly recommend the services provided by Woolley, Beardsleys and Bosworth. They have guided us through the difficult time and process of dealing with my late mothers estate with nothing ever being to much trouble. Suzanne and Rhiane have been absol...”
29 Rectory Pl, Loughborough LE11 1UW
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Milestone Wealth

Milestone Wealth

(24)
  • Understanding
  • Questions
  • Information
“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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True Potential Wealth Management - Mark and Clare Farrell

True Potential Wealth Management - Mark and Clare Farrell

(20)
  • Team
  • Understand
  • Pensions
“Clare at Northfield Wealth has provided financial advice on my private pensions. It allowed me to retire at 50 with an annual income to do the things we would want to do in retirement. We now have investments and a financial plan in place to see us t...”
Transparent Fees & Pricing
46 Windsor St, Burbage, Hinckley LE10 2EF
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Smart Tax and Accounting

Smart Tax and Accounting

(15)
Business Planning, Book Keeping, Corporation Tax Planning
“Handling my business finances used to stress me out because I didn't know much about accounting. But thanks to Smart Tax and Accounting Ltd in Leicester, things have become much easier. Their team is friendly, easy to talk to, and always there to hel...”
Transparent Fees & Pricing
12+ Years Experience
Rutland House, 23-25 Friar Ln, Leicester LE1 5QQ
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Linford Grey Associates - Chartered Certified Accountants

Linford Grey Associates - Chartered Certified Accountants

(9)
Bookkeeping & VAT Returns, App Advisory, Payroll
“I've been extremely impressed by Adam and Linford Grey Associates. Having worked with a number of accountants in the past, I feel confident that Linford Grey will be a partner for years to come. Very responsive, great customer service, smooth use of ...”
Free Initial Consultation
Transparent Fees & Pricing
Serving Oadby Area
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Retirement Planning and Investment Management Services Near You Cost Estimates

Minimum cost
£1289
Maximum cost
£10941
National Average
£3862
Avg Per Hour Rates
£388
£2575
£7081
Average price range is based on 821 cost profiles
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National Average £3862
Minimum cost £1289
Maximum cost £10941
Avg Per Hour Rates £388

Average price range $2575 to $7081 is based on 821 cost profiles.

Why these companies made our list

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