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

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We are a UK-based financial advisory firm providing personalized financial planning and wealth management services to individuals and businesses. Our expertise lies in investment management, pension planning, life assurance, trust creation, and estate planning. We work closely with our clients to create tailored solutions that meet their unique needs and goals. With years of experience, our team is dedicated to providing a quality service that is always focused on our clients' best interests.
The reviewer heavily criticizes the advisor's ethics and investment decisions, describing them as an "absolute disgrace."
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The Lloyd's Superannuation Fund is a pension fund established in 1929 to provide a pension for members, subscribers, and associates at Lloyd's. The fund is managed by LSF Pensions Management Ltd, and its corporate trustee offers insurance and investment services. The fund offers a range of pension schemes, including defined benefit and defined contribution schemes, and provides a pension for its members at age 65 or later. The fund has undergone changes over the years, with participation from various employers, and is now mainly dependent on MS Amlin Corporate Services Limited. The fund's management is overseen by a corporate trustee, with professional advice from actuaries, investment consultants, legal advisors, and investment managers.
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Woodgate Financial Planning offers a comprehensive range of financial planning services, tailored to meet the specific needs of individuals and professionals in Loughborough and the surrounding areas. Our team of expert financial planners will work with you to create a personalized financial plan, helping you achieve financial freedom and security.
Woodgate Financial Planning has been highly praised for their professionalism, friendly approach, and ability to provide personalized financial advice. Their commitment to customer service and understanding of their clients' needs has made them a trusted and recommended financial planning service.
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Cambourne Financial Planning is a professional and independent financial advice firm, providing bespoke financial planning and investment solutions to individuals, businesses, and families. With over 30 years of experience, we help our clients build and protect their wealth, achieving their financial goals and aspirations. Our team of expert financial advisers uses a holistic approach, combining investment advice, strategic financial planning, retirement planning, tax efficiency, cashflow planning, inheritance tax planning, and protection - including family and business mortgages. We pride ourselves on providing unbiased and tailored advice, leveraging our expertise to deliver successful outcomes.
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Perrett & Co. Financial Solutions is a leading firm of Independent Financial Planners in the East Midlands, offering high-quality, competitively priced services to private individuals and businesses. We specialise in financial planning, pensions and retirement planning, a full range of investments and savings advice, employee benefits, tax planning, estate planning, personal and corporate protection. Our team of experts will help you navigate through the financial decision-making process, provide trained, educated, and objective support to create the right plan and achieve your goals.
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Santorini Financial Planning is a financial planning company that helps small business owners in Leicestershire and beyond plan for retirement. With over 22 years of experience, they provide personalized guidance and expert advice to help individuals achieve their financial goals.
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