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

Find the best FCA regulated financial advisers in Fleckney. Get expert help near you with pensions, investments, retirement planning and more
Fleckney, Harborough, Leicestershire
M&G Advice

M&G Advice

Fleckney
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
2261
Minimum
wealth
£20k+
Meet the team
L
Can help with
Investments
Savings
The Private Office

The Private Office

Fleckney
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
39810
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
Andrew Carley - True Potential Wealth Management LLP

Andrew Carley - True Potential Wealth Management LLP

Kibworth beauchamp
Initial consultation free
FCA verified
Independent
True Potential provides experienced advice bespoke to each individual client or company. Recognising that everyone’s personal situations are unique, we will take the time to get to know you, what’s important and work with you every step of the way.
Clients
helped
229
Minimum
wealth
£150k+
Meet the team
Kerry Barnett
Andrew Carley
Charlene Boam
Amy Mo
Can help with
Pensions & retirement
Financial planning
Investments
Savings
Fairstone Group

Fairstone Group

Wigston
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
15201
Minimum
wealth
£0+
Meet the team
Allister Kitchen
Ruth Heath
Ajay Naik
Lauren Herrick
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

Leicester
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
163
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
Dean Wills Financial Planning

Dean Wills Financial Planning

Wigston
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
99
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
TheWealthPoint

TheWealthPoint

Glen parva
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
3202
Minimum
wealth
£250k+
Meet the team
Sanjay Gambhir
M
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Fairstone Group

Fairstone Group

Leicester
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
15201
Minimum
wealth
£0+
Meet the team
Ajay Naik
Lauren Herrick
Ruth Heath
Jordan Staley
Allister Kitchen
+1
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Long Term Care
Castlegate Financial Management

Castlegate Financial Management

Leicester
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
12
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
Quilter Cheviot Financial Planning (NE, Midlands, NW and Northern Ireland)

Quilter Cheviot Financial Planning (NE, Midlands, NW and Northern Ireland)

Leicester
Initial consultation free
FCA verified
Restricted
We’re here to help secure your financial future by supporting you with trusted advice every step of the way. Our experienced planners are here to help with whatever you need, whenever you need it.
Clients
helped
391
Minimum
wealth
£250k+
Meet the team
Patrick Donnini
Richard Collins
Richard Tate
James Jackson
Robin Howcroft
+3
Can help with
Pensions & retirement
Financial planning
Investments
Tax & trust planning
Savings
Business
Long Term Care
Frequently Asked Questions about Financial Advisers in Fleckney