BEST RATED CHARNWOOD, UK FINANCIAL SERVICES

3 Best Financial Services in Charnwood, UK

Name: 3 Best Financial Services in Charnwood, UK
Rating: 4.8

Expert-recommended Top 3 Financial Services in Charnwood, UK. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence. You deserve only the best!

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FIRST SERVICE FINANCIAL LTD.

4.9

204 Ashby Road, Loughborough, Charnwood LE11 3AG, UK Directions

Since 2008

Speciality:

✓ Pensions and Retirement Planning ✓ Life Insurance and Protection ✓ Savings and Investments ✓ Mortgages ✓ Financial Planning ✓ Wills and Inheritance Tax Planning ✓ Client Documentation ✓ Personal and Stakeholder Pensions ✓ Pension Drawdown ✓ Annuities and Phased Retirement Options ✓ Workplace Pension (Auto-Enrolment) ✓ Self-Invested Personal Pensions (SIPPs) ✓ Small Self-Administered Scheme (SSAS) ✓ General Retirement Planning ✓ Stocks and Shares ISA ✓ Lifetime ISAs ✓ General Investment Accounts ✓ Bonds ✓ Pensions ✓ Venture Capital Trust (VCT) ✓ Enterprise Investment Scheme (EIS) ✓ Seed Enterprise Investment Scheme (SEIS)

“First Service Financial Ltd. is authorised and regulated by the Financial Conduct Authority. Killian Kirkpatrick is the Director and Independent Financial Adviser. Killian is a Chartered Financial Adviser and has worked hard over the years to develop a high level of technical knowledge, providing a clear and modern view of various financial and retirement planning areas. Their dedicated financial advisers can help you make informed decisions about your financial future by working with you to build a tailored plan based on your financial goals and needs. They have the experience and commitment to help you implement that plan. Whether you are seeking to build an investment portfolio, create a tax-efficient retirement strategy, or seek mortgage and protection advice, they have the expertise to provide the answer. First Service Financial Ltd always offer their initial consultation free of charge to ensure they can get to know one another without any pressure or obligation.

2025 Update: They are an independent financial advisory company offering trusted, clear and professional financial advice across the UK. They are proud to say they have helped serve the community for over 20 years. At First Service Financial, they pride themselves on giving practical advice and recommendations which help you achieve financial freedom.”

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Chesterton House Financial Planning Ltd.

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CHESTERTON HOUSE FINANCIAL PLANNING LTD.

4.8

2-3 Rectory Place, Loughborough, Charnwood LE11 1UW, UK Directions

Since 1987

Speciality:

✓ Investing a Lump Sum ✓ Business Growth and Financial Planning ✓ Planning for the Next Generation ✓ Passing Down and Protecting Your Wealth ✓ Building Financial Independence ✓ Preparing for or at Retirement ✓ Goal Planning ✓ Pensions/Retirement ✓ Investing for Growth ✓ Safety Planning ✓ Specialist Investments ✓ Advice on Tax/Inheritance Tax ✓ Bookkeeping ✓ Company Accounts ✓ Salary and Payroll ✓ Wills ✓ Accountancy ✓ Residential Property Transactions ✓ Probate/Handling Deceased’s Estate

“Chesterton House Financial Planning Ltd. has built its reputation on trust, integrity, and professionalism. Their goal is to help all of their clients achieve financial freedom. They have a team of experts and a clearly defined process to help you achieve your plans quickly and efficiently. They take pride in being transparent about their service. They are passionate about their work and act professionally inside and outside. They will take time to understand and clarify your issues by providing sound and practical legal advice to protect your future and your family. They offer a free 30-minute phone call and online appointments.

2025 Update: Andy Jervis is the founder, chairman and certified financial planner™ of the firm. He specialises in coaching clients to understand their core values, uncover meaningful goals, and develop personalised Financial Plans to achieve lasting success. They have been proudly based in Loughborough for over 35 years, building long-standing relationships with individuals and families across Loughborough, Leicester, Nottingham and the whole of the East Midlands.”

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SANTORINI FINANCIAL PLANNING LTD

4.6

78 Baum Drive, Mountsorrel, Loughborough, Charnwood LE12 7XW, UK Directions

Since 2010

Speciality:

“Santorini Financial Planning Ltd provides financial planning for small business owners and senior executives. Matthew Walne is the managing director, Certified Financial Planner and Chartered Wealth Manager of the firm. They focus on long-term results, minimising risk and management fees to ensure success that will comfortably fund your personal financial goals. Santorini Financial Planning Ltd is authorised and regulated by the Financial Conduct Authority. They are here to make complex issues easy to understand. They take the burden from you and allow you to enjoy your life, confident that your finances are in expert hands. Their investment planning solution is backed up by Nobel Prize-winning economics & data from more than 50 years of research.

2025 Update: They are honest and open about their fees and process from the outset. With their transparent charging structure, you can be confident you will never be surprised by any hidden costs. They are RQ Certified. They are one of just 3 Accredited Financial Planning FirmsTM in Leicestershire and 58 firms across the UK.”

3 Best Financial Services in Charnwood, UK