3 Best Financial Services in Charnwood

“First Service Financial Ltd is one of the leading financial service providers in Loughborough. Killian Kirkpatrick is the Director and Independent Financial Adviser. Chartered Financial Advisers have 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. First Service Financial Ltd is authorised and regulated by the Financial Conduct Authority. Their dedicated financial advisers can help you make informed decisions about your monetary 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.”

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“Chesterton House Financial Planning Ltd is a reputed Financial Planning service provider in Loughborough. With a combined history of serving the Loughborough community for over 300 years, the team boasts a deep understanding of your needs. The firm has built their 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.”

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“Santorini Financial Planning Ltd provides financial planning for small business owners and senior executives in and around Loughborough, Leicestershire. Matthew Walne is the managing director of this firm and a Certified Financial Planner. 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.”

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