Top 20 Independent Financial Advisers in Lutterworth

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  • Lord Clarke Ltd

    Lutterworth
    In a period of uncertainty our aim is to help you reduce or eliminate financial risk, whilst realising your financial goals. We work hard to help our clients see the difference between how much money they think they have and how much they actually do.
    New adviser
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Intelligent Financial Advisory Ltd

    Lutterworth
    Creating, managing and protecting your wealth the intelligent way
    42
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Mercia Financial Planning Ltd

    Ullesthorpe
    At Mercia, we pride ourselves in offering a transparent and fair charging system for the advice and services we provide.
    21
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Seymour Financial

    Kimcote and walton
    Understanding what a client needs or wants, both now and in the future is at the core of our business; and being independent allows us to consider all strategies and product providers, so our solutions deliver results.
    14
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Succession Wealth (Leicestershire)

    Dunton bassett
    I offer 20 years experience helping private clients step through the life-stages of their finances. This can be by accumulating assets in readiness for retirement, and then making that plan become a reality. Investing can be part of a larger Wealth strategy which requires a professional investment portfolio plan. I will make the complex aspects of financial planning understandable and enjoyable. I understand that there is no substitute for providing a trusted relationship with integrity and professionalism - and that is what I offer, with the stability of building a long-term relationship. I am also a Long Term Care expert and provide the security of lifetime advice and beyond, with Legacy planning being a specialist area supporting the next generation.
    < 10
    £250k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • i-Pensions Advisory Ltd

    Rugby
    I am dual authorised through the Financial Conduct Authority and have permission to provide specific Final Salary transfer advice
    < 10
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Wealth At Work Limited

    Claybrooke magna
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Ashwood Law Wealth Management

    Claybrooke magna
    For advice on Pensions, Retirement Planning, Investments and Savings, Wealth Management, Long Term Care & Life Cover.
    30
    £50k+
    9.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Park Investments (Leicester) Ltd

    Broughton astley
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Wrap Investments Wealth Management

    Cosford
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement

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  • Intelligent Financial Advisory Ltd

    Broughton astley
    Creating, managing and protecting your wealth the intelligent way
    32
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • i-Pensions Advisory Ltd

    Rugby
    Experienced Retirement Specialist with a demonstrated history of working in the financial services industry. Qualified to provide technical support
    30
    £50k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Hallmark Independent Financial Advisers

    Easenhall
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Adrian Brand at True Potential Wealth Management

    Rugby
    Helping you with your retirement planning and investment goals.
    New adviser
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Intelligent Financial Advisory Ltd

    Rugby
    Creating, managing and protecting your wealth the intelligent way
    29
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Trident Wealth Management Ltd

    Broughton astley
    < 10
    £20k+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Perry Appleton Financial Management Limited

    Rugby
    < 10
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • Withybrook Financial Consultants Ltd

    Withybrook
    Experience is very important when dealing with client’s investments but most important listen to what the client wants.
    < 10
    £100k+
    7.0
    Can help with Advice areas
    & specialisation
    Business
  • Tom McCullagh Financial Services

    Welford
    I will help you protect your assets and increase your wealth
    New adviser
    7.0
    Can help with Advice areas
    & specialisation
    Pensions & retirement
  • P K S Associates

    Rugby
    13
    £0+
    7.0
    Can help with Advice areas
    & specialisation
    Mortgages

How can a financial adviser help me?

An independent financial adviser (IFA) can help you with many of life’s big financial decisions, such as:

  • Accessing your pensions
  • Choosing how to take your pension income
  • Investing for the medium or long term
  • Protecting your family finances
  • Finding life insurance, critical illness cover and income protection
  • Starting a business
  • Setting up and managing a personal pension
  • Funding long-term care for yourself or a loved one
  • Leaving an inheritance while minimising tax

Your IFA will assess your whole financial situation and give you unbiased advice on the options available to you. They will also source financial products for you, independently of product providers, so you can choose the most suitable ones from the whole of the market. Finally, they will handle all the necessary administration, to save you time and hassle.

Why use Unbiased?

Unbiased is the place to find advisers you can trust. Our site offers one of the easiest and quickest ways to find the right professional for you. Every professional is appropriately regulated, qualified and independent of product providers, so you can be sure of finding unbiased advice. Our smart system can match an available professional to your requirements, so there’s no time-consuming shopping around. Alternatively, you can browse a list of local professionals and filter them to suit your preferences.