Business Details
25 Years
experience
Independent Financial Advisers in Leicester
Established in 2001 by an Inland Revenue Pensioneer Trustee and an Accountant, Gateway Financial Advisers provides independent financial advice across personal and commercial sectors. Our Leicester-based team specialises in investment strategy, protection planning, retirement solutions, and tax-efficient structures including trusts and wills. Regulated by the Financial Conduct Authority, we combine decades of expertise with tailored client service, offering access to a comprehensive range of financial products and pension schemes such as SSAS and SIPP.Our approach prioritises long-term client relationships through regular portfolio reviews, flexible investment options, and compliance with rigorous regulatory standards. With in-house specialists in commercial lending and inheritance tax mitigation, we deliver holistic financial solutions for individuals and businesses seeking expert guidance in complex financial matters.
Services
Investment Strategy
Life Assurance
Retirement Planning
Inheritance Tax Planning
Mortgage Advice
Business Protection
Pension Management
Wills & Trusts
Equity Release
Commercial Lending
Details
- Year established: 2001
Highlights and features
- Established in 2001 with specialist expertise in financial planning
- Regulated by the Financial Conduct Authority for client protection
- In-house specialists in pensions, tax planning, and commercial lending
- Comprehensive range of investment and protection solutions
- Free-of-charge, no-obligation financial reviews available
Associations and certifications
- Financial Conduct Authority
Services
Investment Strategy
We design tailored investment strategies considering risk tolerance, time horizons, and financial goals. Our approach balances asset allocation across equities, bonds, and property to grow capital while managing tax implications. Regular reviews ensure portfolios adapt to changing market conditions and client circumstances.
Life Assurance
Our life assurance solutions provide financial security for dependants through term and whole-of-life policies. We help clients protect against critical illness, income loss, and business risks while ensuring tax-efficient inheritance planning through trust structures.
Retirement Planning
We create comprehensive retirement strategies utilising SIPPs and SSAS schemes. Our advice covers income planning, tax efficiency, and capital preservation to ensure sustainable retirement income aligned with lifestyle goals and government regulations.
Inheritance Tax Planning
Our tax mitigation strategies use trusts and wills to reduce inheritance tax liabilities. We help clients structure their estates to preserve wealth for beneficiaries while maintaining access to capital during retirement.
Mortgage Advice
We offer independent mortgage advice across 5,000+ products, including buy-to-let and commercial mortgages. Our whole-of-market approach secures competitive rates while considering clients' unique circumstances and long-term financial objectives.
Questions
What financial services do you offer?
We provide investment management, life assurance, retirement planning, mortgage advice, business protection, and inheritance tax planning services.
Are you regulated by the FCA?
Yes, Gateway Financial Advisers is authorised and regulated by the Financial Conduct Authority.
How do you approach investment planning?
We create tailored portfolios considering risk tolerance, time horizons, and tax efficiency, with regular reviews to adapt to changing circumstances.
Can you help with retirement planning?
Yes, we specialise in pension solutions including SIPPs and SSAS, creating sustainable retirement income strategies.
Do you offer mortgage advice?
Yes, we provide independent mortgage advice across the whole market, including specialist products.
