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BEST RATED LEICESTER, UK FINANCIAL SERVICES

3 Best Financial Services in Leicester, UK

Expert-recommended Top 3 Financial Services in Leicester, UK. All of our financial services actually undergo a rigorous 50-Point Inspection, which includes local reviews, history, business standards, ratings, satisfaction, trust, price and their trading excellence. You deserve only the best!

PSA Independent Financial Advisers
PSA Independent Financial Advisers
PSA Independent Financial Advisers
Leicester financial services PSA Independent Financial Advisers video
8+ YEARS IN TBR
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PSA INDEPENDENT FINANCIAL ADVISERS

(4.9 Score)
3 Rose Way, Blaby, Leicester LE8 4BY, UK Directions

Since 1993

Speciality:

✓ Retirement and Pension Planning ✓ Long-Term Care ✓ Estate Planning ✓ Investments and Savings ✓ Mortgages ✓ Family Health and Income Protection

“PSA Independent Financial Advisers offers a holistic financial planning service and prides itself 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. Incorporated 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, Hungarian, Portuguese, Polish & Lithuanian.

2025 Update: They are a firm of Independent Financial Advisers based in Leicestershire offering specialist financial planning. They have over 200 years of combined advisory experience in this field.”

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Registration 3934365

Contact:

0116 299 3000

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

TBR® Inspection Report:

Rowley Turton Private Wealth Management
Rowley Turton Private Wealth Management
Rowley Turton Private Wealth Management
Leicester financial services Rowley Turton Private Wealth Management video
10+ YEARS IN TBR
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ROWLEY TURTON PRIVATE WEALTH MANAGEMENT

(4.8 Score)
Bramcote House, Ervington Court, Meridian Business Park, Leicester LE19 1WL, UK Directions

Since 1996

Speciality:

✓ Personal Retirement Planning ✓ Investments and Savings ✓ Long Term Care Fees Planning ✓ Pensions and Divorce ✓ Planning for Retirement ✓ Life Assurance ✓ Critical Illness Cover ✓ Pension ✓ Drawdown and Financial Planning

“Rowley Turton Private Wealth Management is an award-winning financial planning firm established by Alan Turton and Rowleys (formerly John Rowley & Co.). Having won and been shortlisted for numerous financial advice awards, they manage over £200 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.

2025 Update: They have been recognised as one of the UK’s leading Chartered Financial Planning firms. They are a chartered firm of Financial Planners with a 25-year heritage.”

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Best Individual Pensions Advice Firm of the Year in 2017, 2018 & 2019
Financial Advisory Firm of the Year by Wealth & Asset Management Awards in 2025
Regional Firm of the Year by New Model Adviser Awards in 2025
Registration 3145431

Contact:

0116 282 2177

Mon-Thu: 8am - 8pm
Fri: 9am - 6pm
Sat & Sun: Closed

TBR® Inspection Report:

Stepping Stones Financial Planning LLP
Stepping Stones Financial Planning LLP
Leicester financial services Stepping Stones Financial Planning LLP video
5+ YEARS IN TBR
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STEPPING STONES FINANCIAL PLANNING LLP

(4.8 Score)
Office7a, Desford Hall, Leicester Lane, Desford, Leicester LE9 9JJ, UK Directions

Since 2014

Speciality:

✓ Pensions ✓ Investments ✓ Tax Planning ✓ Estate Planning ✓ First-Time Buyers ✓ Remortgages ✓ Buy-to-Let ✓ Commercial Mortgages ✓ Help to Buy ✓ Shared Ownership Mortgages ✓ Protection ✓ Mortgage Protection ✓ Level Term Assurance ✓ Critical Illness Cover ✓ Income Protection ✓ Health Insurance

“Stepping Stones Financial Planning LLP offers 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, personalised 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.

2025 Update: Stepping Stones Financial Planning LLP is an Independent financial services firm dedicated to delivering unbiased financial advice. The firm is authorised and regulated by the Financial Conduct Authority.”

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Registration OC392785

Contact:

0116 478 1218 07929 216961

Mon-Thu: 9am - 8pm
Fri & Sat: 9am - 5pm
Sun: Closed

TBR® Inspection Report:

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PSA INDEPENDENT FINANCIAL ADVISERS REVIEWS

Myself and my partner have been clients of PSA for a few years now and I can recommend them with confidence. Our advisor - George - is well prepared, professional and personable and has a wealth of financial expertise. Finding someone you trust to manage your hard earned money is a big ask but PSA have proved to be a great choice.

An excellent company, they are always so helpful and made the process of getting a mortgage, life insurance, pension and investment very straight forward and smooth. I would go to them with all of my financial needs! They also have a beautiful office too.

I have been working with George Smith over the last couple of years and so far. I’ve found his service to be nothing short of excellent. Prompt professional and organised at all times thank you

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ROWLEY TURTON PRIVATE WEALTH MANAGEMENT REVIEWS

Alan and Scott provided my husband and I with many years of sound financial advice. More recently after the death of my husband Scott was there when I needed him the most. Scott has a calm professional approach to anything and everything financial. Through listening to me he has ensured that financially given that my circumstances changed very suddenly I’m heading along the right road. At no point have I ever felt rushed into anything and matters are always explained in a thorough manner. You are all amazing at Rowley Turton and I wouldn’t hesitate to recommend your services to anyone. Thank you.

Scott Gallacher of Rowley Turton has acted as my Independent Financial Adviser nearly 12 months now and he has provided such excellent financial planning advice. Not only that but he has been very patient with me during a difficult year and explained everything in a way that I can easily understand. To have access to that knowledge and support from Scott particularly following a major life event, is invaluable and I would highly recommend Scott and the team at Rowley Turton.

I had an annual pension meeting with Scott and he was very helpful and informative in explaining how my investment was being put to use. He is very good at using analogies to simplify things to make it easier for his client to understand.

STEPPING STONES FINANCIAL PLANNING LLP REVIEWS

The experience with Stepping Stones Financial Planning LLP was a very good one, Stephanie Kerry is amazing, she was the one who worked the most on our case. She showed a lot of professionalism, understanding and patience, taking into account that English is not our native language. She was patient and understanding, she helped us a lot with the mortgage process. She answered quickly and efficiently to all the questions we asked, easy to contact by phone or email. Also, Aimee and Ellie contributed and helped us with all the information we needed, easy to contact and very prompt. We are very satisfied with the services provided by the Stepping Stones Financial Planning team.

Absolutely fantastic and personal Service for our remortgage and financial management. Paul went above and beyond initially to enquire and discuss our requirements with us, giving us several options before he then passed over to Ellie in his team to liaise with. Ellie kept us updated whilst she worked on these several options, providing constant updates and discussing any challenges with us throughout! Would highly recommend Stepping Stones: a personal and professional service for any mortgage or financial options. Thanks to Paul, Ellie and the whole team.

Alice, Ellie and Holly went above and beyond to help us and made the process seamless from start to finish. We would highly recommend them and would not hesitate to use Stepping Stones Financial Planning again in the future.

TBR® Inspection Score Report

PSA INDEPENDENT FINANCIAL ADVISERS Total Inspection Points: 117/120
Business Hours: 9
Complete Info: 9
Page Maintenance: 9
Acknowledgements: 10
Business Images: 10
Contact Info: 10
Exact Services: 10
Experience: 10
Legitimate Ratings: 10
Service Diversification: 10
Social Media: 10
Website Source: 10

TBR® Inspection Score Report

ROWLEY TURTON PRIVATE WEALTH MANAGEMENT Total Inspection Points: 116/120
Business Hours: 9
Complete Info: 9
Experience: 9
Page Maintenance: 9
Acknowledgements: 10
Business Images: 10
Exact Services: 10
Location Proximity: 10
Service Diversification: 10
Social Media: 10
Website Source: 10
Website Standard: 10

TBR® Inspection Score Report

STEPPING STONES FINANCIAL PLANNING LLP Total Inspection Points: 114/120
Business Images: 8
Experience: 8
Business Hours: 9
Complete Info: 9
Acknowledgements: 10
Exact Services: 10
Legitimate Ratings: 10
Location Proximity: 10
Online Appointment: 10
Service Diversification: 10
Website Source: 10
Website Standard: 10
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