Best Financial Advisors in Oadby

“Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical pl...”

“From approaching Dan through to some advice being offered, Dan was first class. Great communication, explained in an easy way for me to to understand and understood my circumstances very well. I thoroughly recommend Sovereign Wealth.”

“At MNE i found the staff to be very attentive and responsive no matter what your question, always willing to assist. Your first port of call being Caroline the receptionist whose manner in assisting you was exceptional.”

“I called Milestone Wealth for some pension advice. I didn't really know exactly what was going on with my pensions and I was quickly put in touch with Miles who was a huge help and was able to clarify some information and recommend what my next steps...”

“Lee provides professional advice and is an expert in his field. He is very responsive to any questions I might have and I have confidence in his ability as financial adviser. I would highly recommend him.”

“Lisette has been fantastic. Very helpful throughout and all the team at the office and when we phone, are very friendly and helpful. Highly recommended.”

“The guys at MDM advised and assisted me with my pension arrangements on my retirement, and the transfer of various other savings to low-cost providers. Patient and responsive I wouldn't hesitate to recommend them.”

“Just started out with Peter and he's very knowledgeable and helpful. He has guided us through the process of becoming a Limited company. I would definitely recommend AF LTD to anyone.”

“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...”

“I'm so happy to have found TM Asset Management. Tim is professional, friendly, knowledgeable, and has always given me excellent advice. I always recommend you to everyone! Thank you for all your help. 😊”

“Big thank you to Chris Hutton at Charnwood Accountants who provided some excellent advice and support. Clearly an expert and he helped me navigate through some concerns I had about a business venture.”

“I was given staceys name through a mutual contact and from day one Stacey was very helpful! very responsive on email, great on the phone and got me a great mortgage offer! very happy and would recommend her, will be contacting her when I am due to re...”

“Amazing and prompt service. The team are really helpful and at hand whenever I need help and support. Mr Baig is my 'go to' man. He never fails to help and always happy to explain. Thoroughly recommend.”

“Adrian's vast knowledge of pensions and investments always inspires confidence, yet he communicates his expertise in such a straightforward way. He is very approachable and it has been a pleasure to trust him both professionally and personally for ma...”

“Sean from Smith Eliot was extremely helpful throughout the process. He very patiently explained what was to follow throughout, always giving his time when asked questions. Having walked in blind into buying a house for the first time, it was made a l...”

“I have recently worked with Northfield Wealth and were impressed with their expertise and professionalism. When it comes to Pensions and Mortgages they really know their stuff and the office has a very welcoming feel. Great firm to work with”

“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.”

“A chance conversation and some valuable free advice saved us from making a costly mistake!! Cat understands the market and her Industry knowledge is second to none I would highly recommend Cat and her team.”

“Have dealt with Woodgate FP for over 2 years linked to Retirement Planning and have been extremely impressed with their advice and professionalism. I would, and have, recommended others to them without any hesitation.”

“Received amazing step by step advice to help me through my financial questions and needs.i would recommend E.j Wilday financial management services to anyone.”