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Salisbury House Wealth

(49)

Mortgages, Protection, Commercial Finance

“My experience with Salisbury House has been nothing short of brilliant, I can't recommend them enough. I would like to thank Dominic Holmes specifically for providing me with a service that I will never forget. He is incredibly personable and it has ...”

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JB Commercial Finance

(10)

Professional
Business
Service

“I used James for my business. He was very helpful and knowledgeable He was able to provide me with a number of options for what we needed. Would highly recommend”

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Alastair May Financial Planning

(1)

“Alastair was amazing in getting me a mortgage, he talked me through everything, answered all my questions as I had no idea what I was doing and really helped me through the process. I had an idea of what mortgage I could get but he got me a much bett...”

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Calver Wealth Management

(17)

Business Owners, Cash Management, Long Term Care

“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...”

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Chesterton House Financial Planning

(23)

Property
Mortgage
Advice

“We have been using Chesterton House for the past 3 years for pension planning and management. Over this time they have provided an excellent level of service and results. Special recommendation for Lisa Leeland (and her team) who has given great ad...”

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Bobby Dhanjal Practice Limited

(11)

Team
Investor
Communication

“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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ISJ Independent Financial Planning

(6)

Tax and Trust Planning, Retirement Planning, Cash Flow Modelling

“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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I Hate Numbers

(50)

Training, Arts and Social Enterprises, A Tax Diagnostic Review, Just Right For You

“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...”

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First Service Financial

(50)

Wills & Inheritance Tax Planning, Financial Planning, Pensions & Retirement Planning

“It's been a while since I engaged First Financial and I now feel ready to write my review based on actual experience. I've been extremely pleased with the advice and support I've received from Josh. Even in this difficult financial climate, I'm fee...”

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Future Perfect Financial Solutions

(49)

Calculators, Investment Planning, Retirement Planning

“I have been using this Financial Service for many years, and have always found their services to be reliable and totally trustworthy. My own adviser, Michael Mullen-Hughes, has always been totally clear and open with me about my personal finances, a...”

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P K S Associates

(50)

Saving
The Future
Stress

“I cannot recommend Akhil enough. My partner and I are in the process of buying our first home and Akhil has been a breath of fresh air. He is knowledgeable, professional and is extremely responsive. Our situation was more difficult due to my partner ...”

Featured

Not 'feline' too good about your pension? 🐱 We understand planning for the future can be stressful. But it doesn’t have to be! Our friendly team at PKS Associates is here to make things clear and simple for you. Let us help you find the most suitable path for your pension. Feel more at ease about your financial future, we don’t all have nine lives, so plan for the one you’ve got! 🐈⬛ Get in touch to book an appointment. The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested. Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited [31/07/2024]...

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Elegant Wealth Management Limited

(49)

Industry
Products
Informative

“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...”

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Gower Accountancy, Acca

(49)

Company
Efficient
Questions

“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...”

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Sovereign Wealth Midlands

(49)

Passion
Knowledge
Number

“After being introduced through a mutual friend, Dan has consistently delivered on my expectations and become a huge asset in helping me protect and grow not only my own personal financial affairs, but those of my businesses. He is clearly passiona...”

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MNE Accounting

(34)

Money
Company
Team

“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...”

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Tantum Financial Services

(29)

Patient
Knowledge
Advice

“Linda has provided us with a fantastic service on our investments. I am by no means an expert and Linda's fantastic communication and simple way of explaining the investment options available made the whole process straight forward and easy for me t...”

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Equity Release Midlands

(38)

Cost
Mind
Choice

“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...”

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Woolley, Beardsleys & Bosworth

(22)

Prestige Property Services, Tax and Succession Planning, Residential Property

“I recently consulted WB&B regarding an update of my Will. I received prompt attention and their service proved to be efficient, professional and friendly. Work was completed without delay and in accordance with a competitive quotation offered in ad...”

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True Potential Wealth Management - Mark and Clare Farrell

(20)

Investments
Mortgage
Team

“Excellent service provided by Mark at Northfield Wealth - was very professional, yet at the same time explained everything about my pensions in an easy to understand manner, and didn't mind me asking loads of questions - some of which he had to remi...”

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Milestone Wealth

(24)

Financial Advice
Communication
Pension

“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...”

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Smart Tax and Accounting

(15)

Personal and Business Tax, Hmrc, Software and Training

“Best accounting firm around in leicester, does top job in accounting, this firm has so much knowledge and helps in other topics aswell, not only just accounting”

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Richstone Park Financial Planning

(21)

Team
Sound
Pension

“A friend recommended I get in touch with Darren after he had helped with her investments.So glad I did Darren was really professional and knowledgeable,explained all my options and helped me select investments that best suited my needs.I would not he...”

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Linford Grey Associates - Chartered Certified Accountants

(9)

Tax & Financial Planning, Cash Flow and Budgeting, Funding

“Linford Grey has acted as our book keeper for over 6 months and we are very impressed with their service. We have recently extended their services and they are now also our accountant. We can warmly recommend Linford Grey.”

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Bosworth Wealth Management

(20)

Pension
Questions
Mortgage

“Very good service, friendly people always happy to answer any questions, would recommend to anyone. Positive Responsiveness, Quality, Professionalism, Value”

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Average Cost	£3581
Minimum cost	£1195
Maximum cost	£10145
Avg Per Hour Rates	£360

Best Financial Advisors in Wigston Magna

The highest-rated Financial Planning & Wealth Management companies out of 44 vetted & reviewed in the Wigston Magna area.

Salisbury House Wealth

JB Commercial Finance

Alastair May Financial Planning

Calver Wealth Management

Chesterton House Financial Planning

Bobby Dhanjal Practice Limited

ISJ Independent Financial Planning

I Hate Numbers

First Service Financial

Future Perfect Financial Solutions

P K S Associates

Elegant Wealth Management Limited

Gower Accountancy, Acca

Sovereign Wealth Midlands

MNE Accounting

Tantum Financial Services

Equity Release Midlands

Woolley, Beardsleys & Bosworth

True Potential Wealth Management - Mark and Clare Farrell

Milestone Wealth

Smart Tax and Accounting

Richstone Park Financial Planning

Linford Grey Associates - Chartered Certified Accountants

Bosworth Wealth Management

Retirement Planning and Investment Management Services in Wigston Magna Cost Estimates

Why these companies made our list

Wealth Management Advisors near Wigston Magna

Popular in Wigston Magna