Connect with Top-Rated Financial Advisers in Leicester!

Read verified customer reviews of the most reliable financial advisers in Leicester. Save time and money by comparing prices, getting expert recommendations, and finding the perfect fit for your needs.

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Tudor Franklin is a leading independent financial advisory firm based in Leicester, offering personalized services to individuals and businesses across the Midlands. Our team of experts provides tailored solutions for retirement planning, inheritance tax, and wealth management, empowering clients to take control of their financial futures.
The reviewers have highly praised Tudor Franklin for their exceptional service, friendly and professional advisors, and invaluable financial guidance, making it an excellent choice for anyone seeking financial advice.
5.0
Based on 11 reviews
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ISJ Independent Financial Planning is a Leicester-based financial planning firm offering comprehensive financial planning services to individuals, particularly those retiring, divorcing, or seeking to secure their financial future. Our team, led by award-winning financial planner Lena, provides personalized guidance and expertise to help clients achieve their financial goals. Our services include cash flow modeling, financial planning for women, investment planning, lifestyle financial planning, inheritance tax planning, tax and trust planning, and retirement planning. We strive to provide exceptional service and empower clients to take control of their financial future.
Clients praise Lena's professionalism, expertise, and personalized approach, leading to remarkable financial results and transformed lives.
5.0
Based on 7 reviews
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At Williams Financial Services, we understand that managing your wealth requires careful planning and protection. Our experienced financial advisors can help you achieve your financial goals by providing a range of services, including wealth management, business insurance, equity release, financial planning, and more. Our team is dedicated to helping you preserve your wealth and ensure a secure financial future. Whether you're looking for retirement planning, mortgage advice, or tax planning, we're here to help you make informed decisions about your financial future.
The reviewer was extremely satisfied with the outcome and highly recommends the group.
5.0
Based on 2 reviews
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Boolers is a leading UK firm of Pension Scheme Advisors and Wealth Managers, providing expert financial advice to individuals and businesses. We offer a range of services, including SIPP and SSAS advice, pension and investment advice, and inheritance tax planning. Our team of experienced financial advisors has been helping clients achieve their financial goals since 1983.
The reviews praise Boolers' exceptional customer service, personal advice, and professional approach.
However, one reviewer experienced a grave error with their pension scheme, which was not effectively addressed.
4.6
Based on 13 reviews
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PSA Financial Services Ltd is a firm of Independent Financial Advisers based in Leicestershire, offering specialist financial planning services in various areas, including investment advice, retirement planning, estate planning, long-term care planning, mortgage advice, and more. With over 35 years of experience and managing over 300 million of client money, they provide a holistic financial planning service, prioritizing loyalty and long-lasting trusting relationships. With a team of dedicated professionals, they strive to make a meaningful difference in their clients' lives.
The majority of customers have reported an excellent experience with PSA Financial Services, praising their prompt, professional, and friendly service.
Some customers have reported poor experiences, including mismanagement of pensions, unfair fees, and incompetent customer service.
4.0
Based on 31 reviews
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Based in Leicestershire, SFA Independent Financial Advisers is an independent financial advisory firm that provides holistic wealth management services. We specialize in school fees planning, retirement planning, and investment planning, helping our clients achieve their financial goals. We believe in building strong relationships with our clients and work closely with their accountants and solicitors to ensure the best possible outcomes. With our expertise, you can trust that your financial matters are in good hands. Brief Description End:
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Narwal Wealth Management is a financial advisory firm dedicated to helping clients achieve financial security through personalized wealth planning and advice. We offer a wide range of services to help clients build, grow, protect, and preserve their wealth. Our approach is tailored to each client's unique goals and needs, providing long-lasting peace of mind and confidence.
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Eamonn Cassidy Wealth Management is a pioneering financial management firm specializing in face-to-face advice, catering to clients' unique financial needs. With a comprehensive range of services, our team of experts helps clients manage and grow their wealth, tailored to their specific circumstances. Our experienced professionals strive to provide personalized advice, expert guidance, and unparalleled service to ensure our clients' long-term financial security.
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Adviser Outsourcing is a financial services company that provides operational support and problem-solving services to financial advisory businesses. Our team of experts has over 100 years of experience in financial services and strives to deliver the best possible client experience. We utilize the latest technological solutions to enhance operations and ensure the accuracy and integrity of financial records.
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Mark Timmins Wealth Management Ltd provides bespoke wealth management advice to individuals and businesses. We offer a wide range of services to help clients build, grow, protect, or preserve their wealth. Our team takes the time to understand our clients' unique financial needs and works with them to achieve their financial goals. With a focus on long-term relationships, we provide high-quality advice and expert guidance to help clients make informed decisions about their financial future.
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Providing a wide range of services for individuals and families to help manage their wealth, including building, growing, protecting, and preserving their financial assets. With a team of experienced financial advisors, they offer tailored advice on investments, pensions, and other financial planning needs.
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Stepping Stones is an Independent Financial Services Intermediary dedicated to delivering unbiased financial advice. Everyone's needs and objectives are unique, and we believe in tailor-made, personal service. We use state-of-the-art technology to meet all of our client's financial needs, achieving their objectives in the most cost-effective way. Our team is at the heart of our business, delivering consistently high standards and committed to delivering an excellent customer experience for all our clients.
The reviewers praise the exceptional service, expertise, and professionalism of the team at Stepping Stones Financial Planning.
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