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Best Financial Advisors in Oadby

The highest-rated Financial Planning & Wealth Management companies out of 55 vetted & reviewed in the Oadby area.

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GP3 Financial Solutions

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.”
In Business Since 2003
50 Rosemead Dr, Oadby, Leicester LE2 5SF
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ISJ Independent Financial Planning

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.”
Transparent Fees & Pricing
25 New St, Oadby, Leicester LE2 5EB
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Intelligent Adviser

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”
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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I Hate Numbers

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...”
Transparent Fees & Pricing
29-35 St.Nicholas Pl, Leicester LE1 4LD
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First Service Financial

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 ...”
Free Initial Consultation
204 Ashby Rd, Loughborough LE11 3AG
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Smith Eliot Financial Management Limited

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...”
Serving Oadby Area
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Sovereign Wealth Midlands

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...”
The Lincoln Building Eckland Lodge Business Park, Desborough Rd, Market Harborough LE16 8HB
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Gower Accountancy, Acca

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...”
In Business Since 2009
250 Humberstone Rd, Leicester LE5 0EG
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Elegant Wealth Management Limited

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...”
Serving Oadby Area
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Infinitas Accountants Limited

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...”
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)
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...”
In Business Since 2015
304 Leicester Rd, Leicester, Wigston LE18 1JX
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Grayson Lewis Financial Planning

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...”
Serving Oadby Area
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MNE Accounting

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...”
The Phoenix Yard, 5-9 Upper Brown St, Leicester LE1 5TE
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Tantum Financial Services

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...”
The Manor Main Street, Market Harborough LE8 0PJ
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Equity Release Midlands

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”
In Business Since 2020
Serving Oadby Area
Featured

Equity Release Midlands are proud to announce we have joined the trade body AMI ( the Association of Mortgage Intermediaries). AMI are at the heart of promoting best practise amongst advisers and ensure that by working with both the F.C.A and F.O.S they keep advisers up to date with regulatory changes to ensure a positive impact on consumers.

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Woolley, Beardsleys & Bosworth

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...”
29 Rectory Pl, Loughborough LE11 1UW
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Calver Wealth Management

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”
Family Business
Serving Oadby Area
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True Potential Wealth Management - Mark and Clare Farrell

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 ...”
Transparent Fees & Pricing
46 Windsor St, Burbage, Hinckley LE10 2EF
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Milestone Wealth

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”
The Old Rectory, Main St, Glenfield, Leicester LE3 8DG
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Chesterton House Financial Planning

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”
3 Rectory Pl, Loughborough LE11 1UW
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Smart Tax and Accounting

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!”
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)
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.”
Free Initial Consultation
Transparent Fees & Pricing
Serving Oadby Area
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Richstone Park Financial Planning

Richstone Park Financial Planning

(21)
  • Team
  • Investments
  • Meeting
“Darren is extremely professional and helpful. He really does look after your needs after taking the time to understand your individual requirements. I would be very happy to recommend Darren to my friends and family. Darren really does look to ...”
The Atkins Bldg, Lower Bond St, Hinckley LE10 1QU
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Retirement Planning and Investment Management Services in Oadby Cost Estimates

Minimum cost
£1184
Maximum cost
£10058
National Average
£3550
Avg Per Hour Rates
£357
£2367
£6508
Typical price range is based on 301 cost profiles
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Average Cost £3550
Minimum cost £1184
Maximum cost £10058
Avg Per Hour Rates £357

Typical range $2367 to $6508 is based on 301 cost profiles.

Why these companies made our list

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