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Financial Advisors in Oakham

List of financial advisors & consultants in Oakham. Find a comprehensive selection of recommended financial advisors & consultants with detailed business profiles, services, and unbiased customer reviews. Get free quotes!
J P Leefe

J P Leefe

John is the founder and Senior partner of J P Leefe & Company. Graduating in business and marketing in 1977 he entered the world of high finance in 1980 before setting up the company in 1983 which originally specialised in the Expatriate market. With 34 years of experience in the Financial Services industry John is a Senior Financial Adviser dealing in all aspects of Corporate and Personal Financial Planning. John has recently gained his qualification to give advice on long term care cases. less

Keightley Pattison Financial Management

Keightley Pattison Financial Management

Established in 2009 by Paul Keightley and Simon Pattison, with over 40 years of combined experience in the industry. We are a small business with clients in all parts of the country. Our Company is 100% owned by its Management, ensuring our interests are in line with our clients' interests. Choosing the right financial adviser is an important decision to make. Getting good financial advice could make a real difference to achieving your goals. less

Rutland Financial Services

Rutland Financial Services

Stamford, Lincolnshire, East Midlands, PE9 3UF (9.25 ml)

Rutland Financial Services provides clients with bespoke independent financial advice. Our focus is simple: to provide superior financial advice and to build a long and lasting relationship with our clients. Most people agree that the state pension alone will not provide for a comfortable retirement. It is therefore vital to plan for a financially secure future. less

Mill Lane Asset Management

Mill Lane Asset Management

The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes. Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish. So it all starts with listening. less

Hereward Financial Services

Hereward Financial Services

Grantham, Lincolnshire, East Midlands, NG33 5NZ (10.89 ml)

Pensions are, of course, designed to enable you to save sufficient money during your working life to provide an income stream for you to live comfortably after you have retired. There are many different 'tools' used to save for retirement and the taxation and investment elements of pensions can appear baffling. We specialise in explaining, recommending and monitoring pensions for you. Below are the most common sources of pension to fund for your retirement. less

Clarkson Wayman Ball

Clarkson Wayman Ball

Retail Distribution Review has the ultimate aim bringing increased transparency to the Financial Services industry. I believe that if businesses want to work with a financial planner, it's also about the additional benefits you receive as a business owner. That's what CWB provide: it's far beyond pensions and protection. less

Charles Derby

Charles Derby

Leicester, Leicestershire, East Midlands, LE5 1HU (14.57 ml)

We provide services to help you improve your financial plans. We are experts in the field and aim to deliver information, advice and solutions which are clear and easy to understand. We will help you throughout your lifetime and pride ourselves on our long standing client relationships. With Charles Derby, your plans will be kept under review so you can rest assured in the knowledge that expert assistance is always on hand. less

Guardian Finance

Guardian Finance

Leicester, Leicestershire, East Midlands, LE4 9HZ (14.9 ml)

Guardian Finance Ltd is a long-established and respected company providing locally-based finance facilities to Leicestershire people. We offer hire-purchase terms for the purchase of cars, caravans and light commercial vehicles; unsecured Personal Loans are also available for a variety of purposes such as a new kitchen or a new bathroom for example. less

Essential Financial Advisers

Essential Financial Advisers

Leicester, Leicestershire, East Midlands, LE2 2BE (15.79 ml)

Mortgages are one of the largest single transaction in most people's lives. Buying a property can be a stressful and time consuming experience, although nowadays the financing of a mortgage is a case of finding and selecting the most suitable deal, rather than simply accepting a lender's offer. less

G M Financial Consultants

G M Financial Consultants

Oundle, Northamptonshire, East Midlands, PE8 4QG (16.08 ml)

GM Financial Consultants Ltd is an Appointed Representative of Financial Independent Solutions Ltd. Castle Chambers, 67 Main Street, Bothwell, Glasgow, G71 8ER which is authorised and regulated by the Financial Conduct Authority. Financial Independent Solutions Ltd. Registered in Scotland No. SC218279 Registered Address: Castle Chambers, 67 Main Street, Bothwell, Glasgow, G71 8ER. GM Financial Consultants Ltd. less

Riverglen

Riverglen

Bourne, Lincolnshire, East Midlands, PE10 9AE (16.51 ml)

We offer independent, individual and professional advice to help you make the right decisions for you, your family or your business. Riverglen Financial Associates provide an effective & efficient service delivered in a personal manner and we believe that there is no substitute for experience. Being independent we will always put your interests first. We don't favour particular products or lenders; we will recommend the product that is best suited to you. less

Bankfield

Bankfield

Leicester, Leicestershire, East Midlands, LE1 1TQ (16.67 ml)

Having worked hard all of your life to build your wealth and support your family, how does it feel that 40% of your estate could go to the taxman upon your death? How long could you survive if you were unable to work due to illness? If you died unexpectedly or were diagnosed with a serious illness, how would this affect your family? less

Dion Global Solutions

Dion Global Solutions

Leicester, Leicestershire, East Midlands, LE1 7DD (16.71 ml)

Dion is a global financial technology company. We provide a broad range of solutions that meet specific business needs across the financial markets. We draw on our presence across the markets, the depth of our global expertise and the breadth of our product development resources to serve the specific and localised needs of financial institutions. We work closely with our clients to ensure they have the solutions they need to support their business now and secure it for the future. less

Eastlake & Beachell

Eastlake & Beachell

Leicester, Leicestershire, East Midlands, LE1 6RX (16.85 ml)

Established in 1972, Eastlake and Beachell Ltd are highly experienced Financial Advisors and Insurance Brokers authorised and regulated by the Financial Conduct Authority (FCA). Currently employing 20 staff, including ACII, Dip CII and Cert CII qualified professionals, we are able to draw on a wealth of experience and knowledge to provide insurance solutions tailored to our clients' business and personal requirements. less

Michael Jones Financial Services

Michael Jones Financial Services

Rothwell, Northamptonshire, East Midlands, NN14 6LA (17.12 ml)

Michael Jones Independent Financial Services offers unbiased independent financial advice to both individuals and corporate clients, researching the market to source products and financial services which best suit our client's needs. Our independent financial advisers have established a high level of trust between themselves and our clients. less

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Most of the usual clients of a financial advisor in Oakham would be either owners of a business, people, who are about to invest in a new startup business or an idea they have in mind, or even older folks planning their retirement. It is usually in front of a big decision or a change we have to make in our lives when we need the help of a financial advisor in Oakham to help us get on the right pat. However, nowadays the clientele of a financial advisor in Oakham is getting more and more variable. People from different walks of life, different age groups, and different plans and priorities would enjoy and need the help of a financial advisor in Oakham. A financial advisor in Oakham is the professional who is trained in helping others gain the financial culture and knowledge they need according to the place in life they are at and where they want to go, what they want to achieve. A financial advisor in Oakham is the person you go to, when you want to make the right steps. Therefore, today we would like to share with you some key tips you can get from a reputable financial advisor in Oakham.

Tip from a Financial Advisor in Oakham: Take Bigger Risks

You are maybe thinking that a financial advisor in Oakham in their right state of mind would never advise you on taking risks. However, the good financial advisor in Oakham knows that risks, when the right ones and at the right time, can bring back some great returns in investment and dedication. A financial advisor in Oakham would encourage the younger clients to take bigger risks, because this is the right time for them to learn to walk and be brave to achieve their goals.

Tip from a Financial Advisor in Oakham: Invest in Yourself

Another important tip from a financial advisor in Oakham you would get is that no matter your age, investing in yourself in a great thing and it will pay off for sure. Especially when investing into improving a set of skills, developing a talent, learning something new or educating yourself, a financial advisor in Oakham will tell you it is all worth it for sure. The single best investment you can make, especially while you are young, is investing in yourself, as a reliable and reputable financial advisor in Oakham won’t get tired to tell you.

Tip from a Financial Advisor in Oakham: Follow Opportunities

Like literary, a good and experienced financial advisor in Oakham can also suggest that literary following the great opportunities is so important. Especially while you are young and carefree, you can easily move out the town, follow you dreams, don’t be afraid to go out of your comfort zone. A reputable and experienced financial advisor in Oakham knows that there is a geography of success. For example, if you live in a small town with less opportunities, but you dream big, a financial advisor in Oakham would suggest you don’t have to be afraid to move out and give yourself the chance to try new and exciting opportunities. Take it from a good financial advisor in Oakham and allow yourself all chances.