Best Financial Advisors in Oadby

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

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ISJ Independent Financial Planning

(6)

Tax and Trust Planning, Lifestyle Financial Planning, Investment Planning

“Lena is very professional, helpful and personable. Lena was a great help advising on the best pension portfolio for my circumstances, I would recommend Lena's services.”

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GP3 Financial Solutions

(9)

GP3 Review Service, Trusts, Protection

“Alex is Professional and very Knowledgeable in his field. I'd recommend his services to anyone. Guided me through the process, right to the end. Kept me informed every step of the way.”

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Intelligent Adviser

(5)

“Great service, takes care of everything for you,explains all your options and takes his time to find the best deal available for your circumstances”

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Chase Integral

(1)

“Highly recommended Ragesh is the most trustable person in this trade.”

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Calver Wealth Management

(17)

Long Term Care, Business Owners, Inheritance Tax

“Calver Wealth Management are such a great team, would highly recommend them. Always there when you need them. Positive Responsiveness, Quality, Professionalism, Value”

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

(23)

Property
Retirement
Knowledge

“Lisa and the team look after my Pension savings and I am delighted with the professional service I receive. The savings plan is clear and Lisa gives the service a real personal touch Positive Responsiveness, Quality, Professionalism”

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Bobby Dhanjal Practice Limited

(11)

Communication
Meeting
Investor

“As a first time investor, Tia couldn't have made the whole process easier, she is very knowledgeable and was fantastic at explaining all my options to me. She took the time to ensure I was confident and understood what the process would involve. I...”

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I Hate Numbers

(50)

A Tax Diagnostic Review, Just Right For You, Training, Business Support

“Mahmood assisted me in getting a W-8BEN-E and all the subsequent forms and reclassifications with the IRS completed for my UK based business. Of all the people I spoke with Mahmood was the only one that explained the process in straight forward terms...”

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First Service Financial

(50)

Wills & Inheritance Tax Planning, Mortgages, Client Documentation

“We have been working with Tim for a few years now and have found his advise and expertise to be immensely helpful. Tim is very friendly and knowledgeable and takes time to explain things and address our questions. Pleased with the service so far and ...”

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Smith Eliot Financial Management Limited

(49)

Client Area, Protection Planning, Tax and Trusts

“Easiest 5* review I'll make! Sean Connolly was professional, always on hand to answer any questions and never made us feel like we were a problem. Without the effort put in by Sean and the rest of the team at Smith Eliot, we wouldn't have got the pro...”

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Sovereign Wealth Midlands

(49)

Family
Knowledge
Pensions

“I was referred to Dan by a work colleague and we immediately got on. The whole team at Sovereign Wealth go that extra mile for you. Any queries I have are answered quickly and clearly, at any time of the day (inc weekends!) so that I can make an in...”

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Gower Accountancy, Acca

(49)

Manage
Understand
Questions

“I was recommended to Javeed by a colleague and the advice I've received to help me decide on how to set up my company has been invaluable. Clear, honest advice; Javeed has made it simple to understand and injected some confidence in moving from FTE t...”

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Elegant Wealth Management Limited

(49)

Self Employed
Products
Pension

“So pleased with the service I have received! Everything was great from start to finish - everything was explained very clearly and I would highly recommend. Cat and Dani are also very pleasant and easy to work with which made the whole experience eve...”

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Infinitas Accountants Limited

(37)

Audit, Personal Tax Services, Business Services

“Amazing firm who go above and beyond to ensure everything you need is done as urgently as possible. Onboarding is so easy for someone who has never had to deal with their own accounts before and takes any worry off your hands. Positive Responsiven...”

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Salisbury House Wealth

(49)

Commercial Finance, Mortgages, Inheritance Tax Planning

“Our dealings with Salisbury House have always been professional, reassuring and straight forward. Our direct contact, Richard Hughes is always readily available to provide excellent support and advice with nothing being too much trouble. All in all...”

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Grayson Lewis Financial Planning

(50)

Phone Call
Pensions
Questions

“I can't recommend Nick highly enough. He helps me navigate the world of pensions which, when you're not a financial planner, can be complicated and scary! Not so when you're with Nick. He's knowledgeable, professional, friendly, and full of sound adv...”

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MNE Accounting

(34)

Money
Management
Information

“I would highly recommend these guys. They really helped us with our accounts and also setting up our business. Also very good value for money and easy to contact if need any help. thanks again Tim, Ethan & Ash for your ongoing support. Positive Re...”

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Tantum Financial Services

(29)

Advice
Patient
Pension

“Linda helped me consolidate all of my existing pensions from previous employers and find a plan with regular contributions that suited me. She was helpful and patient when answering my questions and honest. It is a huge weight lifted! Positive Respon...”

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Equity Release Midlands

(38)

Choice
Cost
Business

“It's was great dealing with Tim Ashton at Equity Release Midlands. This is our second time of dealing with him. Always very clear on the details, keeping us up to date and general professional friendly service. Positive Professionalism”

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Woolley, Beardsleys & Bosworth

(22)

Prestige Property Services, Power of Attorney and Court of Protection, Administration of Estates

“These guys handled the sale of my mothers property, professionally, friendly and most importantly when issues arose, with extreme empathy. All queries were dealt with immediately and the whole process explained with patience. Would most certainly use...”

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Milestone Wealth

(24)

Financial Advice
Questions
Information

“Very helpful and informative gentleman, I was immediately made to feel at ease and everything was explained to me in detail. I would wholeheartedly recommend Miles to anyone looking to have their finances looked into”

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True Potential Wealth Management - Mark and Clare Farrell

(20)

Understand
Pensions
Team

“As a customer of Northfield Wealth I have just completed my annual financial review with Clare. Amazing service, information and advice. Very detailed, attention to detail and excellent customer focus. I would highly recommend this company and Clare ...”

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Smart Tax and Accounting

(15)

VAT and Payroll Services, Hmrc, Corporation Tax Planning

“Reliable experienced professional accountants, I have been a client with this firm for two years, the service have been always efficient and very supportive, can not recommend them enough!”

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Linford Grey Associates - Chartered Certified Accountants

(9)

Funding, Tax & Financial Planning, Payroll

“Linford Grey were excellent in their support and guidance through the R&D process and helped us achieve our aims in a quick and precise manner. I can't recommend them highly enough for their endeavours.”

Average Cost	£3550
Minimum cost	£1184
Maximum cost	£10058
Avg Per Hour Rates	£357

Best Financial Advisors in Oadby

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

ISJ Independent Financial Planning

GP3 Financial Solutions

Intelligent Adviser

Chase Integral

Calver Wealth Management

Chesterton House Financial Planning

Bobby Dhanjal Practice Limited

I Hate Numbers

First Service Financial

Smith Eliot Financial Management Limited

Sovereign Wealth Midlands

Gower Accountancy, Acca

Elegant Wealth Management Limited

Infinitas Accountants Limited

Salisbury House Wealth

Grayson Lewis Financial Planning

MNE Accounting

Tantum Financial Services

Equity Release Midlands

Woolley, Beardsleys & Bosworth

Milestone Wealth

True Potential Wealth Management - Mark and Clare Farrell

Smart Tax and Accounting

Linford Grey Associates - Chartered Certified Accountants

Retirement Planning and Investment Management Services in Oadby Cost Estimates

Why these companies made our list

Wealth Management Advisors near Oadby

Popular in Oadby