Money Matters: Discover the Best Financial Advisers in East Midlands

Get expert financial guidance in East Midlands with our trusted network of Independent Financial Advisers. Our certified professionals offer tailored advice on investments, retirement planning, and pension management. Reach out to discuss your financial goals and let us connect you with a reliable financial adviser in East Midlands who suits your needs.

Find financial advisers near you
David Williams IFA is a leading financial planning and wealth management firm with over 40 years of experience providing private and corporate clients with a comprehensive service. Our team of experienced professionals works closely with clients to provide tailored financial plans, investment advice, and retirement planning. We offer a range of services including financial protection, investment management, and tax planning. Our experts will work with you to understand your financial goals and make informed decisions about your financial future. With a Chartered Financial Planners accreditation, we are committed to providing the highest level of service and integrity.
The reviews are filled with praise for the company's exceptional service, professionalism, and dedication to their clients.
5.0
Based on 217 reviews
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Hall-Ward IFA is a leading independent financial advisory firm providing personalized financial planning and wealth management services to individuals and businesses. Our experienced professionals work closely with clients to understand their unique financial goals and develop tailored strategies to achieve them. We offer a wide range of services, including investment planning, retirement planning, inheritance tax planning, and protection planning. With over 20 years of experience in the financial services industry, we are committed to delivering a professional, friendly, and personalized service to our clients.
The reviewers praised the excellent customer service, professionalism, and expertise of the advisors at Hall Ward IFA.
5.0
Based on 28 reviews
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At Fiducia Group, we offer a comprehensive range of financial services, including mortgages, financial planning, wealth management, and commercial finance solutions. Our team of experienced advisors work closely with clients to understand their individual goals and provide tailored solutions to achieve them. We pride ourselves on our personal service, regular updates, and trusted advice. With a wide range of services including pensions, wills, estate planning, investments, and business loans, we are committed to helping our clients navigate life's key moments and make informed financial decisions.
The reviewers praised Fiducia Group for their excellent service, knowledgeable staff, and positive experience.
5.0
Based on 25 reviews
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At Belmayne IFA, we deliver quality, independent financial advice that adds true value to your life. Our objective is to help you plan, provide and protect your goals, benefiting you and your loved ones now and in the future. We offer a free, informative initial consultation to determine if we can help you and outline our service. Our team of friendly advisers has a broad scope of industry knowledge and we value our professionalism, taking pride in our chartered status. We provide comprehensive financial planning for individuals and businesses, covering all aspects of financial planning and providing tailored solutions to meet your needs.
Belmayne financial advisors provide exceptional, personalized service, clear communication, and proactive support, inspiring trust and confidence in their clients.
5.0
Based on 14 reviews
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Tudor Franklin provides comprehensive financial planning services to individuals and businesses across the Midlands, helping them achieve their financial goals and enjoy a more comfortable future. Their team of experienced specialists offer simple, straight-talking advice on pension planning, inheritance tax, and wealth management. From running or selling a business to planning for retirement, Tudor Franklin's experts take the time to understand clients' unique circumstances and provide clear, honest guidance. With a focus on building long-term relationships, Tudor Franklin helps clients make informed decisions and achieve financial security.
The reviewers have praised Tudor Franklin's professionalism, friendliness, and ability to provide trustworthy and impartial financial advice.
5.0
Based on 11 reviews
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ISJ Independent Financial Planning offers expert financial planning and wealth management services to individuals in Leicester, helping them secure their financial future. With over 30 years of experience, Lena, the founder, provides independent financial advice and bespoke planning solutions tailored to each client's unique needs. From investment strategies to retirement planning, she empowers clients to take control of their financial journey.
Lena's exceptional financial guidance and personable service have led to life-changing results for her clients.
5.0
Based on 7 reviews
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The Will Company provides a comprehensive will writing service for financial advisers and their clients, offering a range of services including will drafting, powers of attorney, advance directives, and estate protection trusts. With over 25 years of experience, the company guarantees wills drafted within 5 working days and offers unlimited free rewrites for clients who store their wills.
The reviewers praise the excellent service, high standards, and strong ethics of the companies.
5.0
Based on 6 reviews
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Golden Oak Wealth Management is a highly qualified wealth management firm providing independent financial advice to high-net worth individuals in and around Stamford, Cambridge, London, and the surrounding areas. With over 35 years of experience, our expert team listens to individual needs, challenges, and aspirations, and tailors our advice to each client's specific situation. Our aim is to safeguard our clients' financial future, not only for today but also for generations to come. We pride ourselves on our exceptional service standards, ensuring clients understand the benefits, risks, and associated costs of our recommendations.
The reviewers have praised Golden Oak's personalized service, professionalism, and communication style, resulting in a highly positive experience.
5.0
Based on 2 reviews
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Castlegate Financial Management is a well-established independent financial advisory business with 25 years of experience, serving clients across the East Midlands region. Our team of experienced advisers provides fully independent advice on financial planning, wealth management, pensions, investments, tax planning, and inheritance tax. We offer dedicated personal service and tailored wealth solutions to individuals and businesses. Our capabilities and passion for the highest quality service mean you can enjoy the best of both worlds.
Users are confident in their financial decisions thanks to professional advice.
5.0
Based on 2 reviews
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David Burnell Financial Services is an independent financial advisory firm providing comprehensive financial services to individuals and businesses, including retirement planning, investments, mortgages, protection, estate planning, and probate. With over 200 years of combined experience, our team of experienced advisors work closely with clients to understand their unique needs and goals, tailoring our services to meet them.
The reviewer praises the knowledgeable staff and their positive experience with David Burnell.
5.0
Based on 1 review
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