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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
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
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
1007
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
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
3078
Minimum
wealth
£250k+
Meet the team
Sanjay Gambhir
M
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
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
10259
Minimum
wealth
£50k+
Meet the team
David Steers
Toby Steers
Justin Davies
Henry Steers
Simeon Page
+6
Can help with
Pensions & retirement
Financial planning
Investments
Savings
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
2165
Minimum
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings
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
Recently added
Minimum
wealth
£50k+
Meet the team
Palvinder Kuner
Can help with
Pensions & retirement
Financial planning
Investments
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
39263
Minimum
wealth
£150k+
Meet the team
Steffan Alemanno
Abigail Banks
Julian Frere
Roger Clarke
Matthew Cole
+46
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
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
39263
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
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
14955
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
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
Frequently Asked Questions about Financial Advisers in Charnwood