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

Find the best FCA regulated financial advisers in Shepshed. Get expert help near you with pensions, investments, retirement planning and more
Shepshed, Charnwood, Leicestershire
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
39605
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
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
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
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
Tracey Mather Wealth Management Ltd

Tracey Mather Wealth Management Ltd

Charley
Initial consultation free
FCA verified
Restricted
Tracey Mather Wealth Management Ltd has been providing financial advice for over 19 years. We provide broad based advice mainly to directors, professionals and retired clients helping them with practical solutions to their most important financial issues.
Clients
helped
11
Minimum
wealth
£50k+
Meet the team
Tracey Mather
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
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
506
Minimum
wealth
£50k+
Meet the team
Jateen Vagani
R
Can help with
Pensions & retirement
Financial planning
Insurance & protection
Tax & trust planning
Savings
Business
Mortgages
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
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
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
Martin Clayton at Swann Financial Limited

Martin Clayton at Swann Financial Limited

Loughborough
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 Shepshed