3 Best Financial Services in Leicester

“PSA Independent Financial Advisers offer a holistic financial planning service and pride themselves on fostering loyalty and long-lasting, trusting relationships. Paul Smith serves as the managing director of the firm. With over 35 years of experience and managing more than £300 million of client assets. Their team is dedicated to providing the best possible professional financial advice, working in your best interest to find the most suitable deals across the market. Incorporating in 2000, Paul Smith Associates became PSA (Financial Services) Ltd. and continues to grow its loyal client base and wealth of experience year after year. PSA Independent Financial Advisers also offer assistance and translation services for clients in Urdu/Hindi, Slovak, Gujarati, German, Spanish, Cantonese, Greek, Hungarian, Portuguese, and Lithuanian.”

Read more

“Rowley Turton Private Wealth Management is an award-winning financial planning firm established by Alan Turton and Rowleys (formerly John Rowley & Co.), one of Leicester’s oldest independent Chartered Accountant firms. Having won and been shortlisted for numerous financial advice awards, they manage over £165 million for their clients. Their expertise spans both simple and sophisticated investment and tax planning queries. Their service is tailored to take on as much or as little of the burden of managing your planning as you prefer. With a wealth of experience, independence, and a focus on ‘joined-up planning,’ you can rely on them to help you achieve a successful financial future. They offer free parking at their office for those who prefer in-person meetings. For those who are further away, they also provide the flexibility of Zoom meetings, ensuring distance is never a barrier.”

Read more

“Stepping Stones Financial Planning LLP offer advice in a friendly and understandable manner, with a commitment to delivering unbiased financial guidance. They recognise each individual's unique needs and objectives, and their approach focuses on providing tailor-made, personalized service. Stepping Stones uses state-of-the-art technology to address clients' financial needs and aims to achieve their goals cost-effectively. They ensure that their recommendations are tailored to each client's needs, considering the numerous available options. They consistently uphold high standards and are dedicated to providing an exceptional customer experience. A free initial consultation is available to all prospective clients.”

Read more