Top 10 Independent (IFAs) & Restricted Financial Advisers in Broughton Astley

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  • Trident Wealth Management Ltd

    Broughton astley
    FCA verified
    < 10
    £0+
    Can help with
    Financial planning
  • Mee & Co Ltd

    Broughton astley
    FCA verified
    < 10
    £0+
    Can help with
    Financial planning
  • Intelligent Financial Advisory Ltd

    Broughton astley
    FCA verified
    Creating, managing and protecting your wealth the intelligent way
    314
    £50k+
    Can help with
    Pensions & retirement
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  • Park Investments (Leicester) Ltd

    Broughton astley
    FCA verified
    < 10
    £0+
    Can help with
    Business
  • Douglas Steers & Company

    Gilmorton
    FCA verified
    Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
    4455
    £50k+
    Can help with
    Pensions & retirement
  • Succession Wealth (Leicestershire)

    Dunton bassett
    FCA verified
    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+
    Can help with
    Pensions & retirement
  • HSP Financial Planning Ltd

    Whetstone
    FCA verified
    We are a small local firm of IFAs offering a range of financial services to our clients.
    < 10
    £0+
    Can help with
    Financial planning
  • Intelligent Financial Advisory Ltd

    Narborough
    FCA verified
    Creating, managing and protecting your wealth the intelligent way
    314
    £50k+
    Can help with
    Pensions & retirement
  • Wealth At Work Limited

    Claybrooke magna
    FCA verified
    < 10
    £0+
    Can help with
    Financial planning
  • Ashwood Law Wealth Management

    Claybrooke magna
    FCA verified
    For advice on Pensions, Defined Benefit Pensions, Retirement Planning, Investments and Savings, Wealth Management, Long Term Care & Life Cover.
    32
    £150k+
    Can help with
    Pensions & retirement

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.

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