Top 10 Independent (IFAs) & Restricted Financial Advisers in West Leake
Find the best FCA regulated financial advisers in West Leake. Get expert help near you with pensions, investments, retirement planning and more
Andrew Carley - True Potential Wealth Management LLP
Kegworth
FCA verified
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
helped
209
Minimum
wealth
wealth
£100k+
Can help with
Pensions & retirement
Martin Clayton at Swann Financial Limited
Hathern
FCA verified
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
helped
42
Minimum
wealth
wealth
£0+
Can help with
Pensions & retirement
Fairstone Group
Loughborough
FCA verified
Fairstone originated in the Northeast of England in 2008 and now has national coverage through a number of locally based offices.
With a 5* Trustpilot rating & 14,250 reviews, Fairstone strive to be “The most trusted wealth management firm in the UK"
Clients
helped
helped
14503
Minimum
wealth
wealth
£0+
Can help with
Pensions & retirement
Intelligent Financial Advisory Ltd
Loughborough
FCA verified
Creating, managing and protecting your wealth the intelligent way
Clients
helped
helped
992
Minimum
wealth
wealth
£50k+
Can help with
Pensions & retirement
Beals Wealth Management.
Loughborough
FCA verified
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
helped
889
Minimum
wealth
wealth
£0+
Can help with
Pensions & retirement
Andrew Carley - True Potential Wealth Management LLP
Loughborough
FCA verified
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
helped
209
Minimum
wealth
wealth
£100k+
Can help with
Pensions & retirement
Thomas James Williams - Forth Capital
Loughborough
FCA verified
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
helped
83
Minimum
wealth
wealth
£150k+
Can help with
Pensions & retirement
Douglas Steers & Company
Loughborough
FCA verified
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
helped
9695
Minimum
wealth
wealth
£50k+
Can help with
Pensions & retirement
Michael Reed Wealth Management Ltd
Loughborough
FCA verified
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
helped
60
Minimum
wealth
wealth
£100k+
Can help with
Pensions & retirement
Perrett & Co Financial Services Ltd
Loughborough
FCA verified
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
helped
22
Minimum
wealth
wealth
£0+
Can help with
Financial planning
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.