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

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

Fairstone Group

Shepshed
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
15109
Minimum
wealth
£0+
Meet the team
Ajay Naik
Ruth Heath
Lauren Herrick
Jordan Staley
Allister Kitchen
+1
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Douglas Steers & Company

Douglas Steers & Company

Newtown linford
Initial consultation free
FCA verified
Independent
Expert financial advice on pensions, investments and retirement planning for local individuals and business owners.
Clients
helped
10459
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Simeon Page
+7
Can help with
Pensions & retirement
Financial planning
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
163
Minimum
wealth
£100k+
Meet the team
Duncan Raeside
Can help with
Pensions & retirement
Expatriate finances
Intelligent Financial Advisory  Ltd

Intelligent Financial Advisory Ltd

Shepshed
Initial consultation free
FCA verified
Independent
Independent financial advice focused on pensions, retirement planning and investments. I help clients understand their options clearly and build a plan for long-term financial security.
Clients
helped
< 10
Minimum
wealth
£50k+
Meet the team
Palvinder Kuner
Can help with
Pensions & retirement
Financial planning
Investments
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
66
Minimum
wealth
£100k+
Meet the team
Michael Reed
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Dean Wills Financial Planning

Dean Wills Financial Planning

Shepshed
Initial consultation free
FCA verified
Restricted
With years of experience in the financial industry, I have developed a deep understanding of the challenges and opportunities that individuals and families face when it comes to managing their wealth.
Clients
helped
95
Minimum
wealth
£100k+
Meet the team
Dean Wills
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Stockbroking services
Ingenious Financial Solutions

Ingenious Financial Solutions

Birstall
Initial consultation free
FCA verified
Independent
We provide sound, financial solutions for our client's needs for today and for their future.
Clients
helped
506
Minimum
wealth
£50k+
Meet the team
Jateen Vagani
R
Can help with
Pensions & retirement
Financial planning
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
Sharia finance
and 2 more matches
TheWealthPoint

TheWealthPoint

Barrow upon soar
Initial consultation free
FCA verified
Independent
You deserve clear-cut advice on your money. Financial planning is no longer just for a select group.
Clients
helped
3159
Minimum
wealth
£250k+
Meet the team
Sanjay Gambhir
M
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
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
57
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
Frequently Asked Questions about Financial Advisers in Charnwood