Which Financial Adviser Should You Choose in Leicester?

Tudor Franklin offers independent financial planning services across the Midlands. We specialise in pensions, investments, and inheritance tax solutions for individuals and businesses. Our client-focused approach combines expert advice with transparent communication.

ISJ Independent Financial Planning offers expert financial advisory services in Leicester, specialising in retirement planning, investment strategies, and inheritance tax solutions. With Chartered and Fellowship accreditation, we provide tailored financial roadmaps for women and individuals facing life transitions. Our Leicester-based practice combines 30+ years of industry experience with a commitment to empowering clients through transparent, jargon-free financial guidance.

Boolers is a UK-based financial advisory firm established in 1983, specialising in pensions and wealth management. We offer expert guidance on SIPP, SSAS, and investment strategies to clients in Leicester and the Midlands. Our services focus on retirement planning, tax-efficient solutions, and tailored financial advice for individuals and businesses.

CBA Business Solutions is a licensed insolvency and business recovery firm established in 2001. We specialise in providing tailored advice to SMEs facing financial challenges, offering services such as business turnaround strategies, insolvency processes, and debt restructuring. Our nationwide network of professionals supports businesses at every stage, from start-ups to closures, with a focus on transparency and practical solutions.

Narwal Wealth Management provides expert financial advice and wealth planning services, helping clients achieve long-term financial security. We specialize in personalized investment management, retirement planning, and protection strategies tailored to individual needs. Our client-first approach ensures reliable, ethical solutions for building, growing, and preserving wealth.

Eamonn Cassidy Wealth Management provides bespoke financial advisory services in Leicester, specialising in wealth management, retirement planning, and protection strategies. Our practice combines over 31 years of industry experience with a client-centred approach, offering tailored solutions for individuals and businesses. As part of St. James's Place, we deliver expert guidance on investment growth, risk management, and intergenerational wealth transfer.

Adviser Outsourcing delivers outsourced solutions and consultancy for financial services firms. We specialise in CRM optimisation, income reconciliation, and training, helping businesses improve efficiency and client engagement. Our ISO9001-certified services provide reliable support tailored to the unique needs of financial advisers.

Throgmorton Associates provides bespoke financial advisory services, specialising in investment management, retirement planning, and wealth preservation. Established in 2009, the firm combines personalised face-to-face advice with access to St. James's Place's comprehensive wealth management solutions. Our experienced team works closely with clients across the UK to develop tailored strategies that align with long-term financial objectives.

Stepping Stones is a UK-based financial advisory firm offering tailored mortgage, protection, pensions, and investment solutions. Regulated by the Financial Conduct Authority, we combine advanced technology with personalised service to meet individual financial goals. Our expertise spans first-time buyer mortgages, buy-to-let financing, tax planning, and estate management, ensuring clients receive cost-effective, transparent advice.