The Best Financial Service in Leicester

Handpicked Top 3 Financial Services in Leicester, UK. Our 50-Point Inspection includes everything from checking reviews, ratings, reputation, history, complaints, satisfaction, trust and cost to the general excellence. You deserve only the best!


MW House, 1 Penman Way, Grove Park, Enderby, Leicester LE19 1SY

Since 1991

Financial Planning, Wealth Building, Trust Planning, Executive Financial Counselling, Inheritance Tax, Estate Planning, Exit Planning, Real Estate Investment Trust (REIT), Syndicated Property, Mortgage Advice, Property Insurance, Healthcare, Flexible benefits, Legal Services, Auto Enrolment, Financial Education, Health & Wellbeing

With Offices in Aberdeen, Buckingham, Glasgow, Leicester, London, Manchester, Newmarket, Preston, and Solihull - Pride themselves in building long-term relationships to provide Trusted Advice, High Standards and a Personalised Delivery

Registration 3140521

Mon - Thu 9:00 am - 5:00 pm
Fri 9:00 am - 4:30 pm
Sat & Sun Closed

One of the UK’s leading providers of Wealth Management and Employee Benefit Services, advising over 6,000 clients with assets under Management, Administration and advice in excess of £6.5 billion. They provide clients with an all-embracing and integrated approach that is designed to develop a clear strategy for financial plans, supported by sound investment and taxation initiatives. The clients want to be confident in the advice which they give and for strategies to be administered quickly and efficiently.

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Charnwood House, Harcourt Way, Meridian Business Park, Leicester LE19 1WP

Since 1996

Private Wealth Management, Cash Management, Tax Planning, Auto Enrolment, Long Term Care, Investments, Savings, Retirement Planning, Life Assurance & Critical Illness Cover

Provides independent Financial advice on a range of Financial matters - Award Winning Chartered Financial Planners committed to helping you achieve Financial Independence

Scott Gallacher Estate Planning Adviser of the Year 2016

Registration 3145431

Mon - Fri 9:00 am - 5:30 pm
Sat & Sun Closed

Scott has provided excellent, down to earth, real world advice to myself and my wife Sophie …. He has taken the time to understand our longer term aspirations and has led us in the development of a plan that focuses on the long term rather than just the next few years. He has used his knowledge and practical view of the world to change our perspective on financial planning and had provided some smart thinking along the away.

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Kingston House, Meadow Hill Great Glen, Leicester LE8 9FX

Since 2003

Independent Financial Advice Service, Financial Planning Report, Life Assurance, Life Assurance Calculator, Critical Illness Cover, Income Protection, Retirement Planning, Transferring Pension, Retirement Options, Annuities, Regular Savings, Investing Capital, Tax Planning, Inheritance Tax Calculator, Equity Release, Wills & Estate Planning

Provides Expertise Across an Integrated Range of Financial Services - Offers their Clients to a detailed 18-page Financial Report - Widely Recognised as having Attained, and Maintain, the Highest and Most Prestigious level of Professional Achievement

Registration 4705732

By Appointment

Ever since the first meeting Paul Smith has provided sound, yet friendly professional advice on a variety of financial matters. He had our interests completely at heart at all times. We now genuinely trust and appreciate his professional expertise. Paul has a very welcoming and efficient manner which, in our experience, is very rare to find. He does truly offer a first class service on all aspects of financial planning. We are more than happy to recommend Paul to anyone that needs excellent comprehensive advice and have done so on numerous occasions.

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