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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
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
The Private Office

The Private Office

Shepshed
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
40031
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
M&G Advice

M&G Advice

Burton on the wolds
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
2287
Minimum
wealth
£20k+
Meet the team
L
Can help with
Investments
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
10641
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
Castlegate Financial Management

Castlegate Financial Management

Loughborough
Initial consultation free
FCA verified
Independent
For over 30 years we’ve supported people and businesses across the East Midlands, London and beyond with retirement planning, business protection, investments, tax planning and legacy advice, delivering clarity now and lasting confidence for the future.
Clients
helped
13
Minimum
wealth
£250k+
Meet the team
Becky Womble
Adam Thompson
Lauren Hanson
Heather Hodson
Lucy Guinness
+1
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
GP3 Financial Solutions Ltd

GP3 Financial Solutions Ltd

Syston
Initial consultation free
FCA verified
Independent
We're here to help you with pension, investment, tax and estate planning advice. We provide a completely holistic advice service, and can give you a completely free consultation to see how we can help! We look forward to meeting you.
Clients
helped
165
Minimum
wealth
£50k+
Meet the team
Jake Mann
Alexander Thomas
Chariklia Fouskotou
Freddie Hancock
John Steptoe
+1
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 1 more matches
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
13
Minimum
wealth
£50k+
Meet the team
Palvinder Kuner
Can help with
Pensions & retirement
Financial planning
Investments
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
511
Minimum
wealth
£50k+
Meet the team
Jateen Vagani
R
Can help with
Pensions & retirement
Financial planning
Insurance & protection
Tax & trust planning
Savings
Business
Mortgages
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
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
3242
Minimum
wealth
£250k+
Meet the team
Sanjay Gambhir
M
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Frequently Asked Questions about Financial Advisers in Charnwood