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Top 10 Independent (IFAs) & Restricted Financial Advisers in Leicestershire

Find the best FCA regulated financial advisers in Leicestershire. Get expert help near you with pensions, investments, retirement planning and more
Leicestershire
Smith & Pinching Financial Services Ltd

Smith & Pinching Financial Services Ltd

Melton mowbray
Initial consultation free
FCA verified
Independent
Are you ready to take control of your financial future with confidence? As Chartered Financial Planners, we are dedicated to helping you achieve your goals with personalised, unbiased advice tailored specifically to your needs.
Clients
helped
271
Minimum
wealth
£250k+
Meet the team
Julian Bradshaw
James Bulman
Lisa Tuck
Jeremy Woodruff
Carl Lamb
+17
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Intelligent Financial Advisory Ltd

Intelligent Financial Advisory Ltd

Narborough
Initial consultation free
FCA verified
Independent
Creating, managing and protecting your wealth the intelligent way
Clients
helped
375
Minimum
wealth
£50k+
Meet the team
Sonni Assi
Tania Assi
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Martin Clayton at Swann Financial Limited

Martin Clayton at Swann Financial Limited

Hathern
Initial consultation free
FCA verified
Restricted
Swann Financial Limited have been providing financial advice for over 19 years. We provide holistoc advice, helping youwith practical solutions to the financial issues that concern you most.
Clients
helped
64
Minimum
wealth
£0+
Meet the team
Martin Clayton
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
Castlegate Financial Management

Castlegate Financial Management

Melton mowbray
Initial consultation free
FCA verified
Independent
For over 30 years we’ve supported people and businesses across the East Midlands, London and beyond with retirement planning, business protection, investments, tax planning and legacy advice, delivering clarity now and lasting confidence for the future.
Clients
helped
14
Minimum
wealth
£250k+
Meet the team
Becky Womble
Adam Thompson
Lauren Hanson
Heather Hodson
Lucy Guinness
+1
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Octopus Money

Octopus Money

Glenfields
Initial consultation free
FCA verified
Restricted
You’ve worked hard for your money – now make sure it’s working hard for you. Octopus Money is here to change the financial advice industry for the better. We're a certified B-corp, built on 25 years of experience and named Advice Firm of the Year 2025.
Clients
helped
108
Minimum
wealth
£250k+
Meet the team
Owen Lewis
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
a

AFA

Market harborough
Initial consultation free
FCA verified
Restricted
Our approach is to provide a bespoke service to all of our clients in a clear and cost effective way.
Clients
helped
14
Minimum
wealth
£150k+
Meet the team
N
C
R
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
Rothesay Bennett Financial Planning

Rothesay Bennett Financial Planning

Market harborough
Initial consultation free
FCA verified
Independent
We are an independent financial planning firm that delivers unbiased & tailored advice to our clients across England & Scotland. Our primary aim is to enable our clients the peace of mind and confidence to make financial decisions without reservation.
Clients
helped
243
Minimum
wealth
£100k+
Meet the team
A
A
Charles Spear
John Taylor
K
+4
Can help with
Pensions & retirement
Financial planning
Investments
Andrew Carley - True Potential Wealth Management LLP

Andrew Carley - True Potential Wealth Management LLP

Kegworth
Initial consultation free
FCA verified
Independent
True Potential provides experienced advice bespoke to each individual client or company. Recognising that everyone’s personal situations are unique, we will take the time to get to know you, what’s important and work with you every step of the way.
Clients
helped
230
Minimum
wealth
£150k+
Meet the team
Kerry Barnett
Andrew Carley
Charlene Boam
Amy Mo
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Sedulo  Wealth Management

Sedulo Wealth Management

Leicester
Initial consultation free
FCA verified
Independent
We believe planning is the core of wealth management, so we help you structure your wealth for what’s important to you and your family. The Sedulo Wealth financial planning service puts you, and your needs, front and centre.
Clients
helped
65
Minimum
wealth
£100k+
Meet the team
Rob Venvil
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Mortgages
Intelligent Financial Advisory Ltd

Intelligent Financial Advisory Ltd

Broughton astley
Initial consultation free
FCA verified
Independent
Creating, managing and protecting your wealth the intelligent way
Clients
helped
375
Minimum
wealth
£50k+
Meet the team
Sonni Assi
Tania Assi
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Business
Long Term Care
Frequently Asked Questions about Financial Advisers in Leicestershire