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The Best Financial Advisors In Leicester
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Rowley Turton (IFA) Ltd was formed in 1996 by Alan Turton and Rowleys (formerly John Rowley & Co.), one of Leicester’s oldest independent firms of Chartered Accountants.
We are now one of the UK’s leading firms of Chartered Financial Planners and Independent Financial Advisers, having won and been shortlisted for dozens of financial advice awards. In total, we look after more than £144 million for our clients.
The focus on traditional service and values has never changed, but things have not stood still. We have always placed an emphasis on keeping abreast of the fast-moving financial world and continue to do so.
We deal with the simplest query, to the most sophisticated investment and tax planning. Our service is designed to take on as much, or as little, of the burden of managing your planning as you would like us to. Our wealth of experience, our independence and our focus on ‘joined-up planning’ means that you can rely on us to do so and help you to achieve a successful financial future.
As part of our commitment to providing the very best independent financial advice we are proud to be holders of the prestigious ‘Chartered Financial Planners’ title, the gold standard for financial advisers.
Services
Office
Meridian Business Park, Bramcote House, Ervington Ct, Leicester LE19 1WL, United Kingdom
Whether you’re looking for financial security or freedom, we can help you to understand how much money is enough for you to be able to achieve your desired life that removes any fear of running out of money.
Just like the turtle, known as the ocean navigator, we understand just how far and wide your life journey is likely to be. We keep you on course, so you can achieve the lifestyle you desire, both now and in the future.
We will navigate you through the deep and often complex waters of financial planning. All you need to do is tell us about you and what you would like to achieve, both now and in the future, and we will create your bespoke and realistic financial plan.
Our approach includes jargon-free advice and ongoing support throughout your life’s journey. We will review your objectives and set you on course to achieve your goals. By showing you the potential financial outcomes of your lifestyle choices, you will be able to make the right financial planning decisions now so you can achieve and maintain the life you want.
Financial Planning is a way of arranging your finances using a strategic approach. In the old days, people tended to organise their affairs through the use of financial products, which were commonly purchased through banks and insurance company sale forces. Over time there has been a clear shift away from the product-led approach to the strategic-led approach, resulting in the Financial Planning process.
Services
Office
37 New Walk, Leicester LE1 6TE, United Kingdom
Salisbury House Wealth – Leicester Pension & Wealth Management
Salisbury House Wealth provide bespoke financial advice that is tailored to your unique objectives and circumstances.
If you are seeking help navigating the financial world Salisbury House Wealth financial advisers will assist, whether you need advice on investments, retirement planning, life assurance protection or mortgage finance to name a few, we are here to help.
In the sophisticated world we live in where regulation is abundant we advise you, so those complex decisions can be made a whole lot easier.
We are Salisbury House Wealth, based in Leicestershire and Central London. We provide a bespoke, holistic wealth management service to private clients and businesses to assist them to meet their long-term financial objectives.
The business was established in 1986 and is led by Managing Director and Chartered Financial Planner, Tim Holmes. Tim is supported by a team of highly qualified, experienced and professional advisers and administrators.
We pride ourselves on working in partnership with our clients and their other professional advisors when required, to establish a relationship that is built on mutual trust; fully understanding their circumstances, aspirations and goals.
We offer bespoke holistic wealth management services to private and corporate clients. We provide financial advice with extensive research and intelligent guidance to tailor a financial plan to your circumstances.
Services
Office
304 Leicester Rd, Leicester, Wigston LE18 1JX, United Kingdom
Contact: Salisbury House Wealth – Leicester Pension & Wealth Management
E J Willday Financial Management Ltd
We specialise in delivering face-to-face, personalised financial management advice through our expert advisory arm. In the increasingly complex financial environment we believe high quality, face-to-face advice is important for everyone.
Delivered by our advisers, our advice covers financial investments, pensions, ISAs, defined benefits pensions, managing investment, long-term care, mortgages, business planning and tax planning individually tailored to a client’s lifestyle goals and stage of life.
Helping you and your family with expert financial planning and investment management. Building your wealth, protecting you and your loved ones, and planning for the future. Helping you and your family with expert financial planning and investment management. Building your wealth, protecting you and your loved ones, and planning for the future.
Helping you and your family with expert financial planning and investment management. Building your wealth, protecting you and your loved ones, and planning for the future. Helping you and your family with expert financial planning and investment management. Building your wealth, protecting you and your loved ones, and planning for the future.
Services
Office
1 Duns Ln, Leicester LE3 5LX, United Kingdom
Welcome to Evolving Finance – mortgage and protection consultancy in the UK. Creating a secure life for yourself means wisely investing your hard earned money.
Being a mortgage and protection consultancy, it has allowed us to help people with one of the most significant transactions of their lives, whether it is buying their first home or looking for an investment in a property or reviewing their protection needs. We ensure to find the best deal for all our clients and make the whole process as easy and stress-free as possible for them.
Evolving Finance is an independent consultancy, thus, it has access to market providers, different rates and criteria – this opens up a lot of options for different clientele requirements. We make sincere efforts to guide our clients on their biggest investment journey and we are committed to answer their questions and provide best suitable solutions for their needs.
At Evolving Finance, the constructive feedback from our clientele is something that we are proud of. This challenges us to raise our own benchmark for all our services. We look forward to provide the best of our services to you.
Services
Office
43 Clarke Street, Leicester LE4 7NB, England, UK
Bosworth Wealth Management is a provider of straightforward, honest and professional advice. Our analysis, support and technology will free up time to focus on you and your family – we value our client relationships and enjoy seeing clients achieve their goals.
There is no one-size-fits-all, and we know that. Our service is carefully designed to ensure your financial plan is specific to you and will complement your lifestyle allowing you to captilise on your resources.
We’ve made accessing your client site as simple and straightforward as possible. We believe in empowering you to take control of your finances. A sound financial plan can help you select investments that are the right fit for you, based on various factors including your long-term objectives and attitude to risk.
It always helps to have a good understanding of your finances and having a strong financial plan will help with this. It will help you know your objectives and how best to meet them. We’ll help create a personalised plan to help you achieve your aspirations and goals. We’ll track your progress, and be as involved as you’d like us to be along the way.
Sourcing the best mortgage deal for your property is never an easy task whether you’re buying for the first time, moving or remortgaging. We know that arranging a mortgage can be stressful so we’ve built a team and designed a service to make the whole process as painless as possible.
Services
Office
36 Bosworth Way, Leicester LE3 3QW, United Kingdom
Tudor Franklin Independent Financial Advice
Tudor Franklin was established by Richard Meats and Bharat Chudasama, with a vision for a professional financial planning and advice service that can provide clear value to our clients at any stage in their financial life. With over 25 years joint experience advising clients on such matters as investments, pensions, inheritance tax planning and protection, we pride ourselves on being professional and delivering advice in a clear and understandable way.
In an industry where many financial advisers work with a restricted number of providers, we believe that there is no one size fits all approach. As we are independent financial advisers with no ties to any product provider, we can find the most appropriate solution for you and your circumstances.
Once we take the time to understand you and your requirements, we are proud to offer a financial planning and wealth management service that is ethical, tailored to you and puts your needs first at all times.
We’re based in Anstey, just outside the city of Leicester, and predominantly advise throughout the surrounding area including Warwickshire and Derbyshire. We genuinely believe we can help and we would love to hear from you.
Services
Office
10 Bradgate Rd, Anstey, Leicester LE7 7AZ, United Kingdom
Whether you are an existing client, or if you are visiting us for the first time we hope that this site gives you an understanding of our services, our key principles and what we believe sets us apart from our competitors.
We are extremely proud of our status as a firm of Chartered Financial Planners. We continue to satisfy rigorous criteria relating to professional qualifications and ethical good practice to achieve this position. It means you can be confident that you are dealing with one of the UK’s leading firms who are wholly committed to providing you with the best possible advice, service and support.
We have a Discretionary Investment Management permission, and we also act as pension Trustees for our Self Invested Personal Pensions (SIPP) and our Small Self-Administered Schemes (SSAS).
We look to build long term relationships with our clients and we hope that this site gives you the confidence to take the first steps in what we hope, and expect, to be a long and successful relationship.
As a Chartered firm of Financial Planners we have satisfied rigorous criteria relating to professional qualifications and ethical good practice. It means you can be confident that you are dealing with one of the UK’s leading firms who are wholly committed to providing you with the best possible advice, service and support.
Services
Office
Grove Park, 9 Grove Ct, Enderby, Leicester LE19 1SA, United Kingdom
Finance Lab is a Wealth Management boutique based in the heart of Leicester. With over 30 years of experience, dedicated to providing comprehensive wealth management solutions for our high net worth clients.
We believe that wealth management is about so much more than investment advice, retirement planning, wealth succession and property financing; and how investments perform during turbulent markets. We believe your wealth should be used to match your life’s aspirations.
To help our selected clients to understand and plan for an authentic lifestyle, by providing behavioural investment coaching and bespoke financial strategies so that they look forward to waking up every morning, but also have the peace of mind to be able to sleep soundly at night.
With a reputation for managing the financial needs of exceptional people, Finance Lab’s unique approach to wealth management centres on objective and pertinent advice, driven by intelligent and trusted relationships. Expert at navigating the complexities of today’s financial world, we ensure your wealth works for you.
Services
Office
1 Cradock St, Leicester LE5 3AW, United Kingdom
At Designer Wealth Management, established in 1989, we believe that the ability to provide high-quality technical advice is just the start.
We consider a financial master plan will inspire and motivate you, answering all your questions such as “Will I have enough money to do all the things I want to do?” and “Am I doing everything I should be doing with my money?”
Of course, we will look at your pensions, investments and every other aspect of your financial planning; but more than that, we will give you a clear vision of your future without the stress that comes from worrying about money.
We will partner with you over the long term, giving you and your family the support and advice you all need, now and in the future, to really live life to the full. The value of your investments and any income from them may fall as well as rise and is not guaranteed. You may get back less than you invested.
Would you feel reassured, if during times of change in the economy, stock market or with property prices, you had planned ahead; with the aim of not only to survive, but also with a chance to thrive?
What if you could protect your assets, but also embrace the very environment that was creating all the fear you see around you?
Services
Office
Fox Pond House, 2 Fox Pond Lane, Oadby, Leicestershire, LE2 4RY
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BEST FINANCIAL ADVISORS for your needs