Stepping Stones Financial Planning LLP is one of the financial advisory firm in the UK and providing impartial financial advice. Paul Hart and Mark Briggs are directors and financial advisors of Stepping Stones Financial Planning LLP. They use state-of-the-art technologies to meet all of their customers' financial needs. The team is friendly and will do their best to ensure the customer's needs are met. The company is based on reliability, integrity, honesty and excellent service. They are committed to providing exceptional service to all of their customers. We'll help you implement the right plan to save immediately and secure the inheritance your loved ones want. They conduct regular reviews to ensure your plans are on track. They offer investment solutions that match your long-term goals and ambitions. Stepping Stones Financial Planning LLP provides a free initial consultation.
UNIQUE FACTS:
• Initial Meeting Available.
• Provide Advice in a Friendly and Understandable Manner.
• Dedicated to Delivering Unbiased Financial Advice.
3 Best Financial Services in Leicester, UK
Expert recommended Top 3 Financial Services in Leicester, UK. All of our financial services actually face a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence.
STEPPING STONES FINANCIAL PLANNING LLP REVIEWS
Absolutely fantastic and personal Service for our remortgage and financial management. Paul went above and beyond initially to enquire and discuss our requirements with us, giving us several options before he then passed over to Ellie in his team to liaise with. Ellie kept us updated whilst she worked on these several options, providing constant updates and discussing any challenges with us throughout! Would highly recommend Stepping Stones: a personal and professional service for any mortgage or financial options. Thanks to Paul, Ellie and the whole team!
Ian and his team are, without question, the best there is when it comes to help and advice regarding mortgages. Ian's friendly professional approach will guide you through every step of the way. Having worked in the property industry for many years, I wouldn't hesitate to recommend Stepping Stones for all your mortgage needs.
Absolutely amazing company. Stephanie dealt with us with ease and so helpful with our mortgage options in every way! Once we decided what we wanted we had Ellie dealing with all our admin promptly and professionally! Honestly will recommend them to anyone.5* plus service!
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Rowley Turton (IFA) Ltd. is an award-winning registered financial advisor in Leicester. The company has been providing financial services for over 25 years. They approach each customer individually and offer tailor-made solutions. Alan Turton is the Managing Director of Rowley Turton Private Wealth Management and has been providing independent financial advice since 1993. Scott Gallacher is a licensed financial advisor and a director of the company. They help people with lifelong financial advice. Each team member strives to provide exceptional customer-focused service and personalized support. They view each customer as a unique individual who requires a tailored solution. They treat every customer as a unique individual requiring a bespoke financial solution and, therefore, never use a ‘one-size-fits-all’ approach. They are based in Leicester but advise clients across the UK with investment portfolios ranging from £100,000 to £5,000,000. Save valuable time and eliminate the hassle and hassle required to create, maintain and protect your assets. Call them today for a quote.
UNIQUE FACTS:
• Online Appointments.
• On-site Services.
• Their Focus is on Selecting The Right Investment Approach For You.
• Accessing Competitively-priced Financial Products And Plans.
Speciality:
Award:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
ROWLEY TURTON (IFA) LTD. REVIEWS
Martin Stanley of Rowley Turton has been acting as my Independent Financial Adviser for the last 6 months. His advice in relation to my various pension and ISA investments with a view to retirement has been exemplary. He took from my shoulders all my worries about where to start with various pension and ISA companies. I now feel financially safe, to a level that I did not expect. Magnificent work on Martin's part. I am delighted to know that he will be my financial adviser going forward. It has been a pleasure to work with him.
Excellent and thorough interview with Scott Gallacher who explained everything in a way which we could easily understand. He never once tried to `push` any products, his whole concern being to ensure that our financial planning is totally suitable for our needs, at present and in the future. We wouldn`t hesitate to recommend him to anyone requiring financial planning.
Have dealt with Rowley Turton for a number of years. Always professional and proficient. Scott always gives clear and straight forward, sensible money advice.
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Salisbury House Wealth is one of the financial companies in Leicester. They offer private and corporate clients a holistic, personalized wealth management service to help them achieve their long-term financial goals. The Managing Director and certified financial planner is Tim Holmes. They pride themselves on working with their clients and their other professional advisors as needed to build a relationship based on mutual trust and a thorough understanding of their circumstances, desires and goals. They are essential to financial planning and help ensure significant long-term wealth. They are a friendly bunch and love nothing more than making their customers happy at every stage of their journey with them.
UNIQUE FACTS:
• Highly Experienced and Qualified Consultants.
• 35+ Years In Business.
• 10,000+ Clients Helped.
• Free, No Obligation Investment Health Check Today.
Speciality:
Contact:
Working Hours:
Sat & Sun: Closed
TBR® Inspection Report:
SALISBURY HOUSE WEALTH REVIEWS
Highly recommend Salisbury House! They helped me with the mortgage and assisted with each step and supported throughout the process. As a first time buyer I was really worried and stressed, but Salisbury House - especially Dominic made this process stress free and seamless. Really big thanks to Dominic and the Team.
Charlie, Christine and Dom were great. Very patient and helpful, no question was too daft. They gave good advice and were very supportive of all our needs. We felt they gave us a fantastic service. Definitely value for money and we would certainly use them again. Highly recommend them to others.
We’ve been using Salisbury House for a few months in the lead up to our house purchase and everyone has been brilliant. They’ve seen us through a couple of different scenarios and been there at every step when we’ve needed them - would recommend to anyone.
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