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

Find the best FCA regulated financial advisers in Asfordby. Get expert help near you with pensions, investments, retirement planning and more
Asfordby, Melton, Leicestershire
Equity Select Ltd.

Equity Select Ltd.

Asfordby
Initial consultation free
FCA verified
Independent
We pride ourselves on working with you, our clients, throughout the entire process, to ensure everything goes as smoothly as possible. We offer a full range of financial advice covering Mortgages, Equity Release, Protection, Pensions and Investments.
Clients
helped
12
Minimum
wealth
£50k+
Meet the team
A
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Mortgages
Headway Wealth

Headway Wealth

Kirby bellars
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
Buck Wealth Management Ltd  -  Independent Financial Advisers

Buck Wealth Management Ltd - Independent Financial Advisers

Melton mowbray
Initial consultation free
FCA verified
Independent
Expert, affordable independent financial advice that's tailored to you.
Clients
helped
193
Minimum
wealth
£100k+
Meet the team
J
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
and 2 more matches
Smith & Pinching Financial Services Ltd

Smith & Pinching Financial Services Ltd

Melton mowbray
Initial consultation free
FCA verified
Independent
Are you ready to take control of your financial future with confidence? As Chartered Financial Planners, we are dedicated to helping you achieve your goals with personalised, unbiased advice tailored specifically to your needs.
Clients
helped
269
Minimum
wealth
£250k+
Meet the team
Julian Bradshaw
James Bulman
Lisa Tuck
Jeremy Woodruff
Carl Lamb
+17
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Business
Long Term Care
True Potential Wealth Management - Jason Lynch

True Potential Wealth Management - Jason Lynch

Melton mowbray
Initial consultation free
FCA verified
Restricted
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 palnning.
Clients
helped
486
Minimum
wealth
£100k+
Meet the team
Jason Lynch
Holly Sharpe
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
Helen Durrant at True Potential Wealth Management Ltd

Helen Durrant at True Potential Wealth Management Ltd

Melton mowbray
Initial consultation free
FCA verified
Restricted
Don’t wait until your dreams are out of reach. Tell us your financial goals and we could help you achieve them.
Clients
helped
16
Minimum
wealth
£50k+
Meet the team
Helen Durrant
Can help with
Pensions & retirement
Financial planning
Investments
Insurance & protection
Tax & trust planning
Savings
Hymans Robertson Personal Wealth

Hymans Robertson Personal Wealth

Melton mowbray
Initial consultation free
FCA verified
Independent
Get expert support at every life stage, from the start of your career to retirement. Our services, driven by technology and expert advice, focus on long-term investing, backed by 100 years of experience from our parent company.
Clients
helped
193
Minimum
wealth
£250k+
Meet the team
Sheetal Radia
Carol Sneddon
Edward Faulkner
Jeff Simpson
Georgia Hall
+7
Can help with
Pensions & retirement
Financial planning
Tax & trust planning
Savings
Castlegate Financial Management

Castlegate Financial Management

Melton mowbray
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
Recently added
Minimum
wealth
£500k+
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
Fairstone Group

Fairstone Group

Thrussington
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
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

Wymondham
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
Recently added
Minimum
wealth
£500k+
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
Frequently Asked Questions about Financial Advisers in Asfordby