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

Find the best FCA regulated financial advisers in Loughborough. Get expert help near you with pensions, investments, retirement planning and more
Loughborough, Charnwood, Leicestershire
Beals Wealth Management.

Beals Wealth Management.

Loughborough
Initial consultation free
FCA verified
Restricted
Trusted financial advice with 30+ years experience. Our expert advisers offer no-obligation consultations - by phone, video or in person. We cover the whole UK: mortgages, pensions, investments, & protection all tailored to your financial goals.
Clients
helped
920
Minimum
wealth
£0+
Meet the team
Paul Janes
James Grant
Mark Hurst
Christine Poynter
Daniel Pyle
+14
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
M&G Advice

M&G Advice

Loughborough
Initial consultation free
FCA verified
Restricted
We provide clients with expert advice on key areas of financial planning including accessing your pension, making sure you get the most from your tax allowances, protecting your loved ones and more. Whatever your financial goals – we can help.
Clients
helped
2292
Minimum
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings
Headway Wealth

Headway Wealth

Loughborough
Initial consultation free
FCA verified
Independent
I have been working in the wealth management industry since 2009, specialising in pension and wealth planning. Cross-border planning is also a specialism. The advice I give is truly independent with no bias towards any particular investment manager.
Clients
helped
165
Minimum
wealth
£100k+
Meet the team
Duncan Raeside
Can help with
Pensions & retirement
Expatriate finances
Intelligent Financial Advisory Ltd

Intelligent Financial Advisory Ltd

Loughborough
Initial consultation free
FCA verified
Independent
Creating, managing and protecting your wealth the intelligent way
Clients
helped
1024
Minimum
wealth
£50k+
Meet the team
Bal Gill
Bal Gill
Bal Gill
B
Bal Gill
+5
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Fairstone Group

Fairstone Group

Loughborough
Initial consultation free
FCA verified
Independent
Fairstone is one of the top 10 wealth management companies in the UK with more than 50 offices across the country. With a 5-star Trustpilot rating and over 500 advisers, we offer a full range of financial advice and wealth management services.
Clients
helped
15306
Minimum
wealth
£0+
Meet the team
Jordan Staley
Ajay Naik
Ruth Heath
Lauren Herrick
Allister Kitchen
+1
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Perrett & Co Financial Services Ltd

Perrett & Co Financial Services Ltd

Loughborough
Initial consultation free
FCA verified
Independent
WE ARE OPEN AS USUAL VIA CALL /VIDEO CONFERENCING/SCREEN SHARING DURING THE COVID19 CRISIS. Leading firm of independent financial advisers in the East Midlands, offering a high-quality and competitive service to individuals and businesses.
Clients
helped
22
Minimum
wealth
£0+
Meet the team
R
Can help with
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Expatriate finances
Business
Sharia finance
and 2 more matches
Ingenious Financial Solutions

Ingenious Financial Solutions

Loughborough
Initial consultation free
FCA verified
Independent
We provide sound, financial solutions for our client's needs for today and for their future.
Clients
helped
512
Minimum
wealth
£50k+
Meet the team
Jateen Vagani
R
Can help with
Pensions & retirement
Financial planning
Insurance & protection
Tax & trust planning
Savings
Business
Mortgages
Martin Clayton at Swann Financial Limited

Martin Clayton at Swann Financial Limited

Loughborough
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
Thomas James Williams - Forth Capital

Thomas James Williams - Forth Capital

Loughborough
Initial consultation free
FCA verified
Independent
Head quartered in the UK (and with offices in Switzerland, Australia, the USA, Hong Kong and Ireland), we've been helping clients achieve their financial goals for nearly 20 years, since the inception of the company in 2004.
Clients
helped
83
Minimum
wealth
£150k+
Meet the team
Thomas James Williams
Can help with
Pensions & retirement
Financial planning
Expatriate finances
Michael Reed Wealth Management Ltd

Michael Reed Wealth Management Ltd

Loughborough
Initial consultation free
FCA verified
Independent
We are an independent firm of Chartered Financial Planners providing a single relationship for all of your financial planning and wealth management needs.
Clients
helped
67
Minimum
wealth
£100k+
Meet the team
Michael Reed
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Frequently Asked Questions about Financial Advisers in Loughborough