Explore Financial Advisers Serving Leicester

Stepping Stones provides independent financial advice tailored to individual needs, offering expert guidance on mortgages, protection, pensions, and investment solutions. We combine cutting-edge technology with a personal approach to deliver cost-effective financial strategies. Regulated by the Financial Conduct Authority, we ensure transparency, reliability, and client-centric service across the UK.

O'Connor Wealth Management provides bespoke financial planning and investment management services to private and corporate clients. Specialising in retirement planning, protection strategies, and intergenerational wealth transfer, we combine local expertise with St. James's Place's national resources. Our client-focused approach delivers tailored solutions through face-to-face meetings, digital platforms, and ongoing plan reviews.

Boolers is a distinguished UK-based financial advisory firm specialising in pensions and wealth management. With over 40 years of experience, we provide expert guidance on SIPP and SSAS pensions, investment strategies, and inheritance tax planning. Our services cater to business owners, senior executives, and individuals nearing retirement, delivering tailored solutions that align with personal and financial objectives.

Optimum Path Financial Planning provides bespoke financial planning services for knowledge workers, specialising in early retirement strategies. We combine 45 years of industry expertise with technology-driven solutions to deliver personalised financial roadmaps. Our client-focused approach prioritises measurable outcomes and long-term financial security.

Tudor Franklin offers independent financial planning services tailored to individuals and businesses across the Midlands. We specialise in pensions, investments, and Inheritance Tax advice, helping clients achieve long-term financial security through transparent, jargon-free solutions. With over 20 years of combined experience, our team delivers personalised strategies aligned with each client's unique goals.

ISJ Independent Financial Planning offers bespoke financial advice tailored to individuals navigating retirement, divorce, or future financial security. Specialising in wealth management, cash flow modelling, and tax planning, we deliver customised strategies grounded in over 30 years of industry expertise. Our Chartered status and award-winning service in Leicester reflect our commitment to independent, client-focused financial solutions.

CBA Business Solutions provides expert insolvency, recovery, and turnaround advice to SMEs nationwide. Established in 2001, we specialise in licensed insolvency processes, offering tailored solutions for businesses facing financial distress. Our services include free initial consultations, debt restructuring, and formal rescue procedures like Company Voluntary Arrangements and Administrations.

GP3 Financial Solutions provides independent financial advisory services specializing in pensions, investments, and estate planning. Established in 2001, we deliver personalized strategies that prioritize client needs over industry complexity. Our FCA-regulated services help individuals and businesses navigate retirement planning, tax-efficient investments, and intergenerational wealth transfer.

Mortgages Made Easy is a UK-based mortgage brokerage offering tailored domestic, buy-to-let, and commercial mortgage solutions. We specialise in helping clients secure competitive mortgage deals through expert advice and access to a wide range of lenders. Our commitment to ongoing client support ensures long-term financial planning aligned with evolving personal and market conditions.

SFA Independent Financial Advisers provide holistic wealth management solutions, including school fees planning, retirement advice, and investment strategies. Our FCA-regulated services focus on long-term financial security through tax-efficient planning and asset preservation. We empower clients to achieve educational funding goals and generational wealth transfer with expert, personalised guidance.

Narwal Wealth Management provides expert financial advisory services, specializing in investment management, retirement planning, and wealth protection. We prioritize client goals through personalized strategies, combining industry expertise with ethical standards to deliver long-term financial security. Our FCA-regulated services cater to individuals seeking tailored wealth planning solutions.

Throgmorton Associates provides tailored financial advisory services, specializing in wealth management, investment planning, and retirement strategies. Our client-focused approach combines personalized advice with regulatory compliance to help individuals and businesses achieve their financial objectives. As part of the St. James's Place network, we deliver expert solutions grounded in over 15 years of industry experience.

Eamonn Cassidy Wealth Management offers tailored financial advice and wealth management solutions, helping clients build, grow, protect, and preserve their assets. Specialising in retirement planning, protection strategies, and corporate financial services, we prioritise long-term client relationships and expert guidance. Our approach combines local insight with access to St. James's Place's extensive resources, ensuring comprehensive support for individual and business financial goals.

Blyth Richmond provides tailored private client investment management, specialising in capital preservation, income generation, and growth strategies. With over 30 years of experience, we offer impartial advice through fee-based services, avoiding commission-driven products. Our approach combines transparency, regular client engagement, and access to diverse investment options including ISAs, SIPPs, and direct holdings.