BEST RATED » LEICESTER » FINANCIAL SERVICES

3 Best Financial Services in Leicester, UK

Expert recommended Top 3 Financial Services in Leicester, UK. All of our financial services actually face a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence. Only the bee's knees!

ROWLEY TURTON PRIVATE WEALTH MANAGEMENT

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

Since 1996

Here’s The Deal:
Rowley Turton Private Wealth Management has been providing financial peace of mind for over 25 years in Leicester. They treat every client as a unique individual requiring a bespoke solution and therefore, never use a 'one-size-fits-all' approach. They have multi-award-winning chartered financial planners. Alan Turton is the managing director of the Rowley Turton Private Wealth Management, and he has been providing independent financial advice since 1993. Scott Gallacher is a chartered financial planner, and he is the director of the firm. He helps on financial guidance to people throughout their life. Every member of their team is dedicated to giving exceptional levels of client-centred service and personalised support. Rowley Turton Private Wealth Management gives you tailored advice on a whole range of financial matters.

SPECIALITY:
Private Wealth and Portfolio Management, Corporate, Financial, Savings, Long Term Care and Tax Planning, Life Assurance & Critical Illness Cover

Best Individual Pensions Advice Firm of the Year in 2017, 2018 & 2019

Registration 3145431

[email protected]

rowleyturton.com

Reviews | Play Video

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

TBR® Inspection Report:

PSA FINANCIAL SERVICES LTD

3 Rose Way, Leicester LE8 4BY Directions

Since 1992

Here’s The Deal:
PSA Financial Services Ltd is an independent financial advisory firm based in Leicestershire that offers specialist financial planning in all areas. The firm was founded in 1992. With over 20 years of experience, they have been managing over £100m of client money, they provide a holistic financial planning service, and pride themselves in offering loyalty and long-lasting, trusting relationships. Paul Smith is the managing director of PSA Financial Services Ltd. Before starting the company, he worked for various major financial companies. The team advises on how to save and invest money most effectively in a simple way. PSA Financial Services Ltd works for your benefit, and they search for the best deals across the market to suit your needs.

SPECIALITY:
Retirement, Long Term Care, Pension, Estate, Investments and Savings Planning, Portfolio Management, Income Options, Mortgages & Protection

Registration 03934365

[email protected]

psafinancial.co.uk

Reviews | Play Video

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

TBR® Inspection Report:

BOOLERS

9 Grove Court, Grove Park, Enderby, Leicester LE19 1SA Directions

Since 1983

Here’s The Deal:
Boolers is one of the leading financial planning firms in Leicester. They are committed to providing you with the best possible advice, service and support. They are dedicated to the highest standards of knowledge and skill, as demonstrated by their Chartered Status. Their chartered financial planners offer professionally qualified advice. Their team always tries to build long term relationships with their clients. They strive to build long term relationships with their clients. They understand your circumstances, your objectives and your attitude to risk and provides your financial plan based on your requirement. Boolers offers free consultation.

SPECIALITY:
Retirement and Financial Planning, Self Invested Personal Pension, Small Self Administered Scheme, Annual Allowance Advice, Pensions, Income Drawdown, Employee Protection, Keyperson and Shareholder Protection, Corporate Investments, Tax-Efficient Life Cover, Annuity Options, Commercial Property, Wealth Management & Corporate Clients

Registration 146287

[email protected]

boolers.co.uk

Reviews | Play Video

Mon - Thu 8:00 am - 5:00 pm
Fri 8:00 am - 4:30 pm
Sat & Sun Closed

TBR® Inspection Report: