Connect with Top-Rated Financial Advisers in Oakham!

At Efficient Portfolio, we help people clarify and realise their dreams and goals by connecting them with expert Financial Planners. We believe that clients must be placed at the heart of every financial planning strategy, and that building a deep understanding of what you want to achieve in the future and what concerns you have about the present is the only way to truly reach your financial objectives. We offer a wide range of financial planning services, including retirement planning, investment planning, financial protection, estate planning, and mortgage advice. Our team of expert Financial Advisers and Financial Planners work closely with clients to provide holistic and strategic planning, helping them to achieve their financial goals and secure their financial futures.

Henry Spain Investment Services provides a proactive and personalised wealth management service, offering Discretionary Investment Management, Pensions and Retirement Planning, and Inheritance Tax Planning to help clients achieve their long-term investment goals.

Calver Wealth Management offer face to face financial advice and specialise in meeting the needs of both individuals and businesses alike. View Our Services Welcome to Calver Wealth Management CWM is a Financial Planning Practice with clients based throughout the whole of the UK and are able to conduct meetings either face to face, phone or video call. We work together with private individuals, business owners and sports professionals to help design a bespoke financial plan, tailored to their unique requirements. Using our knowledge and expertise alongside the latest technology, we design modern and personalised financial solutions for our clients. Find Out More Helping you grow and protect your wealth View All Services

Hemisphere Financial Ltd is an independent pension and investment specialist offering personalized financial services, including pensions, investments, and general insurance. We aim to deliver a comprehensive service to clients, providing bespoke advice and ongoing support throughout each calendar year. With a focus on building long-term relationships, we treat clients fairly and professionally, providing easy-to-understand information and prompt on-going access to our experts.