Top 10 Independent (IFAs) & Restricted Financial Advisers in Kibworth Harcourt

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  • Andrew Carley - True Potential Wealth Management LLP

    Kibworth beauchamp
    FCA verified
    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.
    62
    £50k+
    Can help with
    Pensions & retirement
  • PSA Financial Services Limited

    Kibworth beauchamp
    FCA verified
    332
    £50k+
    Can help with
    Pensions & retirement
  • Rakesh Parmar at Quilter Financial Advisers

    Kibworth beauchamp
    FCA verified
    I am a Chartered Associate of The London Foundation for Banking & Finance offering financial planning for Pensions, Investments, Wealth preservation, IHT planning and Long term care advice.
    Recently added
    £150k+
    Can help with
    Pensions & retirement
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  • True Potential Wealth Management - Jason Lynch

    Kibworth beauchamp
    FCA verified
    I am a Chartered Financial Planner, Pensions expert and Partner with True Potential Wealth Management, specialising in the complex area of Defined Benefit/Final Salary pension advice, investments and inheritance tax planning.
    285
    £100k+
    Can help with
    Pensions & retirement
  • M&G Wealth Advice

    Fleckney
    FCA verified
    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.
    121
    £0+
    Can help with
    Pensions & retirement
  • Furnley House

    Leicester
    FCA verified
    We're here to help you achieve your dreams.
    96
    £100k+
    Can help with
    Pensions & retirement
  • GP3 Financial Solutions Ltd

    Leicester
    FCA verified
    GP3 are Independent Financial Advisers providing savings, pensions and investments advice without the jargon. We help our clients to achieve their financial objectives with our holistic advice service, call us today for a free financial consultation.
    70
    £50k+
    Can help with
    Pensions & retirement
  • RMI Independent Financial Advisers

    Market harborough
    FCA verified
    We’re independent Financial Advisers dedicated to providing effective solutions to individuals and businesses across the Midlands and London.
    78
    £150k+
    Can help with
    Pensions & retirement
  • True Potential Wealth Management - Jason Lynch

    Market harborough
    FCA verified
    I am a Chartered Financial Planner, Pensions expert and Partner with True Potential Wealth Management, specialising in the complex area of Defined Benefit/Final Salary pension advice, investments and inheritance tax planning.
    285
    £100k+
    Can help with
    Pensions & retirement
  • Rowley Turton (Ifa) Ltd

    Leicester
    FCA verified
    We’re a multi-award-winning, Chartered firm of Financial Planners who have been helping clients to achieve financial peace of mind for over 25 years. We're located in Leicester but serve clients throughout the UK.
    59
    £100k+
    Can help with
    Pensions & retirement

How can a financial adviser help me?

An independent financial adviser (IFA) can help you with many of life’s big financial decisions, such as:

  • Accessing your pensions
  • Choosing how to take your pension income
  • Investing for the medium or long term
  • Protecting your family finances
  • Finding life insurance, critical illness cover and income protection
  • Starting a business
  • Setting up and managing a personal pension
  • Funding long-term care for yourself or a loved one
  • Leaving an inheritance while minimising tax

Your IFA will assess your whole financial situation and give you unbiased advice on the options available to you. They will also source financial products for you, independently of product providers, so you can choose the most suitable ones from the whole of the market. Finally, they will handle all the necessary administration, to save you time and hassle.

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