Are you an adviser? Go to Unbiased Pro
Login

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
First Service Financial

First Service Financial

Quorndon
Initial consultation free
FCA verified
Independent
At First Service Financial we pride ourselves in giving practical advice and recommendations to help you achieve financial freedom, with a first-class service.
Clients
helped
64
Minimum
wealth
£50k+
Meet the team
Killian Kirkpatrick
Gary Weilding
Richard Hayes
Gary Puffett
Jenny Brown
+11
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Mortgages
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
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
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
The Private Office

The Private Office

Birstall
Initial consultation free
FCA verified
Independent
Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.
Clients
helped
39616
Minimum
wealth
£150k+
Meet the team
Steffan Alemanno
Abigail Banks
Julian Frere
Roger Clarke
Matthew Cole
+47
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
The Private Office

The Private Office

Syston
Initial consultation free
FCA verified
Independent
Independent, Chartered financial planning firm and Pension Transfer Gold Standard accredited. We provide a local service offering appointments face-to-face or over the phone, to suit you. We're here to support you.
Clients
helped
39616
Minimum
wealth
£150k+
Meet the team
Steffan Alemanno
Abigail Banks
Julian Frere
Roger Clarke
Matthew Cole
+47
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Mortgages
Imperial Wealth Advisory

Imperial Wealth Advisory

Birstall
Initial consultation free
FCA verified
Independent
Creating, managing and protecting your wealth the intelligent way
Clients
helped
368
Minimum
wealth
£150k+
Meet the team
Ajay Badiani
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Long Term Care
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
1015
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
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
917
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
Frequently Asked Questions about Financial Advisers in Charnwood