Gateway Financial Advisors

At Gateway Financial Advisers, we are dedicated to providing a comprehensive range of financial services to our clients. Founded in 2001 by an Inland Revenue Pensioneer Trustee and an Accountant, our team of specialists is committed to delivering high-quality advice and expertise to individuals and businesses alike. With our roots firmly planted in Leicester, we are proud to operate from our prestigious offices in Upper New Walk.

Our Services

As an Independent Financial Adviser, we offer a diverse range of services designed to cater to the unique needs of our clients. Our expertise extends across commercial and personal areas of financial advice, encompassing investment strategy, fund management, and protection products. We have established strong links with general insurers and asset finance providers, ensuring that our clients have access to a wide range of financial products.

Investment Strategy

At Gateway Financial Advisers, we understand the importance of a structured and professional approach to investment management. Our investment strategy is tailored to each client's individual requirements, taking into account their attitude to risk, personal views, and future needs. Our services include the design and implementation of a segregated investment portfolio, full reporting, and regular review meetings.

Investment Planning

Our investment planning services are designed to help clients achieve their financial goals by increasing the value of their investments over the medium to long term. We believe that investment planning is a crucial aspect of financial planning and requires regular reviewing with us. Our aim is to design an individual portfolio that increases the value of the money invested, enables clients to invest as part of a medium to long-term tax-planning strategy, and provides a high level of flexibility and investment choice.

Fund Management

For clients who recognise the need for a structured and professional approach to investment management, we offer a range of fund management services. Our expertise includes the design and implementation of a designated investment portfolio, full reporting, and regular review meetings. Our fund management services are designed to help clients achieve their financial objectives by increasing the value of their investments over the medium to long term.

Protection Products

At Gateway Financial Advisers, we understand the importance of protecting our clients' financial futures. Our protection products are designed to provide peace of mind and financial security, giving clients the confidence to plan for the future. Our protection products include term life assurance, critical illness cover, whole of life insurance, income protection, and business protection.

Why Choose Us

At Gateway Financial Advisers, we pride ourselves on our commitment to delivering exceptional service and expertise to our clients. We are authorised and regulated by the Financial Conduct Authority and are dedicated to providing a comprehensive range of financial services designed to meet the unique needs of our clients.