Looking for a financial advisor in East Midlands? Trusted Advisor lists 2 FCA-verified advisors serving East Midlands and the surrounding area, covering pensions, retirement planning, investments, mortgages, inheritance tax, and protection. Every advisor is independently verified against the Financial Conduct Authority register, every review is left by a real, paying client, and every initial consultation is free of charge.
Compare profiles below, read verified client reviews, and book a no-obligation initial call directly with the advisor of your choice.
The East Midlands combines large pension and engineering employers (Rolls-Royce, Boots, Toyota) with a strong base of family-owned SMEs, producing steady demand for both corporate pension consolidation and business owner advice.
Long careers at major regional employers leave many clients with multiple defined benefit and defined contribution pensions to review, transfer or consolidate. The region also sees substantial demand for retirement cashflow modelling and transition planning, particularly for clients within five years of accessing their pensions. Family business succession planning and Business Property Relief are common conversations across Leicestershire and Northamptonshire.
Nottingham, Leicester, Derby, Lincoln, Northampton, Chesterfield.
Postcode areas covered: NG, LE, DE, LN, NN, S. Estimated population: 4.9 million.
Independent Financial Advisor in West Midlands, East Midlands
Taj Johal is a Wealth Management Consultant at Mattioli Woods, where he helps individuals, families and business owners cut through financial complexity to make confident, well-informed decisions. He
Independent Financial Advisor in West Midlands, East Midlands
Tom Birkinshaw is a Wealth Management Consultant at Mattioli Woods, where he helps individuals and families build financial confidence through clear, holistic advice. He works closely with clients to
Every financial advisor listed for East Midlands on Trusted Advisor is FCA-regulated and independently verified. You can compare profiles, read real client reviews and book a free introductory call before deciding who to work with.
Fees vary by advisor and the complexity of your situation. Most advisors in East Midlands charge either a percentage of assets under management, an hourly rate, or a fixed fee for a specific piece of work. The first consultation booked through Trusted Advisor is always free.
Independent financial advisors (IFAs) can recommend products from across the whole UK market. Restricted (or "network") advisors work from a curated panel of providers. Both must meet the same FCA standards — you can filter East Midlands advisors by type using the controls on this page.
Yes. We only list advisors who are authorised by the Financial Conduct Authority to give regulated advice in the UK. We re-verify FCA status regularly so you can be confident that every advisor in East Midlands on this page is currently authorised.
The number of verified financial advisors covering East Midlands is shown at the top of this page. New advisors are added regularly, so it's worth checking back if you don't immediately find the right fit.