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!

STEPPING STONES FINANCIAL PLANNING LLP

63 Granby Street, Leicester LE1 6FB DIRECTIONS

Since 2014

Here’s The Deal:
'Stepping Stones Financial Planning LLP' is an independent financial firm that gives impartial financial advice. Paul Hart and Mark Briggs both are directors and financial advisors of the 'Stepping Stones Financial Planning LLP'. Tamara Hart is the director and compliance of the firm. Mark has more than twenty years of experience in the financial sector who is working as a financial adviser dealing with all parts of financial planning. Paul manages all aspects of lending, from residential purchases to complex limited company HMO, multi-unit acquisitions. They give tailor-made, personal service based on clients' needs and objectives. The firm has been built based on reliability, integrity, honesty, and excellent service. They always give a high standard of service, and they are committed to delivering an excellent customer experience for all their clients. 'Stepping Stones Financial Planning LLP' gives a free initial consultation.

SPECIALITY:
Pensions, Investments, Tax, and Estate Planning, Mortgage Protection, Level Term Assurance, Critical Illness Cover, Income Protection, Health Insurance, Mortgages, First Time Buyers, Remortgages, Buy to Let, Help to Buy & Shared Ownership Mortgages

Registration OC392785

[email protected]

steppingstonesfp.co.uk

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

TBR® Inspection Report:

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 services for over 25 years in Leicester. They treat every client as a unique individual and give a bespoke solution. 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 with 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. They are based in Leicester but advise people across the whole of the UK with investment portfolios ranging from £100,000 to £5,000,000. Rowley Turton Private Wealth Management gives you tailored advice on a whole range of financial matters.

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

£Price: Initial financial planning fee - typically £3,000, but agreed with you at outset
For lump sum investments, including pension contributions - typically 2%
For Wealth Management Service - an annual fee (normally received monthly), typically 0.6% of the value of your investments

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

Registration 3145431

[email protected]

rowleyturton.com

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Mon - Fri: 9am - 5pm
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 35 years of experience, they have been managing over £295m 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 saving and investing 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, Investments, Pension, Estate, and Savings Planning, Portfolio Management, Income Options, Mortgages & Protection

Registration 03934365

[email protected]

psafinancial.co.uk

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

TBR® Inspection Report: