The Best Financial Service in Leicester

Hand-picked top 3 financial services in Leicester, UK. 50-Point Inspection includes local reviews, history, trading standards, ratings, satisfaction, trust, price and their general excellence. Only the bee's knees!


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

Since 1996

Income Tax Planning, Financial Planning, Investment Management, Pension Portfolio, Private Wealth Management, Corporate Planning, Long Term Care Planning, Financial Protection, Savings Planning, Keyman Insurance, Exit Planning Strategies, Self-Invested Personal Pension, Cash Management Service, Auto-Enrolment Advice & Remuneration Planning

They Provide Independent Financial Advice on Investments, Savings, Retirement and Protection for Discerning Individuals, Families, Trustees and Business Owners with an Emphasis on Traditional Values of Service, Professionalism and Care ● To Arrange an Initial Meeting to Discover How They Could Help You ● Provides Help Business Owners and Directors Like You Become Financially Independent of Your Business

Registration 3145431


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

TBR® Inspection Report


1 The Parade, Needham Avenue, Glen Parva, Leicester LE2 9JW

Since 1992

Retirement Planning, Saving Planning, Pension Planning, Income Planning, Long-Term Care Planning, Estate Planning, Investments Management, Investment Portfolio, Risk Management, Financial Protection, Tax Planning, Insurance Planning & Mortgages

Offers Comprehensive Financial Planning Service for All your Investment and Protection Needs ● With over 20 Years Experience and Managing over £100M of Client Money ● When It Comes to Choosing How to Take Your Income from your Pension Fund, It is Unlikely that your Existing Insurance Company will Offer you the Best Income Options

Registration 03934365


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

TBR® Inspection Report


1 New Walk Place, Leicester LE1 6RU

Since 1991

Investments Management, Pensions Planning, Financial Planning, Portfolio Management, Structured Products, Individual Savings Account, Enterprise Investment Scheme Fund, Wealth Building, Trust Planning, Executive Financial Counselling, Venture Capital Trusts, Life Assurance, Medical Assurance, Inheritance Tax and Estate Planning & Exit Plann

Serves in Aberdeen, Buckingham, Glasgow, Leicester, London & More ● Has over 10,000 Clients and Hold £8.7 Billion of Assets ● They Pride themselves in Building Long-Term Relationships to Provide Trusted Advice, High Standards, and a Personalised Delivery ● They Can Proudly Claim to Be a Leader in the Field of Self-Invested Personal Pensions (SIPP) and Small Self-Administered Schemes (SSAS) and Such Arrangements are Often Central to their Clients’ Pension Strategy

Registration 3140521


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

TBR® Inspection Report