Find the Best Financial Advisers in Melton Mowbray

Browse financial advisers serving Melton Mowbray, from specialists in personal financial planning to advisers supporting business owners. Review their advice services and client feedback, then contact suitable professionals about your financial goals and consultations.
P N Dales provides independent financial advisory services specialising in mortgages, pensions, investments, and life cover solutions. With over 23 years of experience, we offer whole-of-market advice regulated by the Financial Conduct Authority. Our client-focused approach combines technical expertise with personalised service delivery across the UK.
Mortgage Advice Pension Planning Investment Management
Professional service Tailored advice Regular communication
Hall-Ward IFA
Mansfield, NG21 (29.2 mi)
10 Years
17 reviews
Hall-Ward IFA
Mansfield, NG21 (29.2 mi mi)
10 Years
17 reviews
Hall-Ward IFA provides independent financial advisory services specialising in investment management, retirement planning, inheritance tax solutions, and protection strategies. Based in Mansfield, we serve clients across the East Midlands with tailored financial solutions. Our FCA-regulated team combines technical expertise with a client-first approach to deliver sustainable financial outcomes.
Investment Planning Pension Consolidation Inheritance Tax Mitigation
Professional and friendly Excellent service Thorough and knowledgeable
Fiducia Group
Mansfield, NG18 (29.2 mi)
25 Years
7 reviews
Fiducia Group
Mansfield, NG18 (29.2 mi mi)
25 Years
7 reviews
Fiducia Group provides comprehensive financial planning, mortgage solutions, and commercial finance services across the UK. Established in 2001, we deliver personalised financial advice tailored to individual and business needs. Our FCA-regulated services combine technical expertise with a relationship-driven approach to help clients achieve long-term financial security.
Financial Planning Mortgage Advice Commercial Finance
5 reviews
Bright Advice
26 Years
5 reviews
Bright Advice provides expert mortgage, protection, and financial planning services across the UK. Established in 2000, we combine local knowledge with national resources to deliver personalised solutions. Our FCA-regulated advisers prioritise long-term client relationships and financial security.
Mortgage Advice Life Insurance Pension Planning
Not rated yet
C Alexander Financial Planning
Nottingham, NG5 (17.0 mi mi)
39 Years
Not rated yet
C Alexander Financial Planning provides independent financial advisory services specialising in retirement planning, wealth preservation, and tax-efficient strategies. We serve clients approaching retirement and professional footballers, offering bespoke solutions grounded in over 35 years of industry expertise. Our FCA-regulated services focus on creating sustainable income streams and legacy planning through transparent fixed-fee arrangements.
Retirement Planning Wealth Management Inheritance Tax Planning
Sound financial advice Calm, careful approach Exceptional service
Blythin & Brown
Loughborough, LE12 (13.4 mi)
50+ Years
Not rated yet
Blythin & Brown
Loughborough, LE12 (13.4 mi mi)
50+ Years
Not rated yet
Blythin & Brown is an independent insurance brokerage offering tailored commercial and personal insurance solutions. With expertise in sectors like construction, engineering, and event hire, we provide bespoke policies including public liability, property cover, and trade-specific insurance. Our 50-year heritage supports UK businesses and trade associations through competitive pricing, dedicated account management, and comprehensive risk protection.
Commercial Insurance Home Insurance Car Insurance
Expert knowledge Excellent service First-class service
Not rated yet
Castlegate Financial Management
Grantham, NG31 (14.5 mi mi)
32 Years
Not rated yet
Castlegate Financial Management offers independent financial advisory services, specialising in financial planning, wealth management, pensions, investments, and tax planning. With over 30 years of experience, we provide tailored solutions to personal and corporate clients, combining dedicated service with expertise in retirement planning and protection strategies. Our Chartered status and recognition in the FTAdviser Top 100 Firms 2025 underscore our commitment to excellence.
Financial Planning Wealth Management Pensions
Guidance and expertise Swift and efficient service Delighted with service
Not rated yet
CMIS Independent Financial Advisors
Stamford, PE9 (18.7 mi mi)
38 Years
Not rated yet
CMIS Independent Financial Advisors offer expert, personalised financial planning and investment management services. With over 30 years' experience, we specialise in retirement planning, inheritance tax mitigation, and protection strategies. As Chartered Financial Planners, we combine technical expertise with ethical investing principles to help clients achieve long-term financial security.
Financial Planning Investment Planning Retirement Planning
Second to none Invaluable advice True professional
Not rated yet
Great British Finance
Swadlincote, DE11 (28.0 mi mi)
21 Years
Not rated yet
Great British Finance provides comprehensive financial advisory services including retirement planning, mortgage solutions, and estate management. Based in Swadlincote since 2005, we combine local expertise with FCA-regulated professionalism. Our client-centric approach focuses on creating bespoke financial strategies for long-term security.
Financial Planning Mortgage Advice Retirement Strategies
West Bridgford (15.2 mi) Stamford (18.7 mi) Mansfield (29.2 mi) Loughborough (13.4 mi) Leicester (13.6 mi) Grantham (14.5 mi) Nottingham (17.0 mi) Market Harborough (20.6 mi) Newark-on-Trent (21.7 mi) Lutterworth (25.1 mi)