Wealth Management Across Leicestershire & Rutland
Independent financial advice for Leicester and the surrounding towns and villages — from Ashby-de-la-Zouch to Oakham, Loughborough to Market Harborough.
Leicester Wealth provides independent wealth management and financial advice across Leicester, Leicestershire, and Rutland. We work with clients from the city and the surrounding market towns, commuter villages, and rural communities — each with its own distinct economy and financial planning themes.
Choose your area below for a tailored view of how we help local clients — including area-specific financial planning themes, major employers, and frequently asked questions. We meet clients at convenient local venues, at home, or at their business premises, and offer video consultations across all areas.
Ashby-de-la-Zouch
18 miles north-west of Leicester · pop. approx. 16,491
Independent wealth management for Ashby-de-la-Zouch — pension consolidation, investment management, inheritance tax planning, and business succession for the town's professionals, owner-managers, and established families.
View Ashby-de-la-Zouch pageBirstall
4 miles north of Leicester · pop. approx. 11,000+
Independent wealth management for Birstall — NHS pension specialists for Glenfield Hospital staff, investment management, and inheritance tax planning for the suburb's senior professionals and established families.
View Birstall pageCoalville
14 miles north-west of Leicester · pop. approx. 34,575
Independent wealth management for Coalville — catch-up pension strategies, investment planning, and tax-efficient business advice for the town's tradespeople, logistics professionals, and property-focused families.
View Coalville pageHinckley
13 miles south-west of Leicester · pop. approx. 45,000
Independent wealth management and financial advice for Hinckley — pension consolidation, investment management, and business exit planning for the town's manufacturing professionals, engineers, and owner-managers.
View Hinckley pageKibworth
9 miles south-east of Leicester · pop. approx. 6,700+
Independent wealth management for Kibworth — executive pension planning, inheritance tax strategy, and investment management for the twin villages' London commuters, rural business owners, and established families.
View Kibworth pageLoughborough
11 miles north of Leicester · pop. approx. 67,000
Independent wealth management and financial advice for Loughborough — USS pension specialists, SIPP consolidation, investment management, and tax-efficient planning for academics, business owners and families.
View Loughborough pageLutterworth
14 miles south of Leicester · pop. approx. 10,833
Independent wealth management for Lutterworth — pensions, investment management, and business exit planning for senior professionals at Magna Park, engineering specialists, and South Leicestershire families.
View Lutterworth pageMarket Harborough
15 miles south-east of Leicester · pop. approx. 24,800 (town); 103,000 (Harborough district)
Independent wealth management and financial advice for Market Harborough — executive pension planning, inheritance tax strategy, and bespoke investment management for South Leicestershire professionals, commuters and farming families.
View Market Harborough pageMelton Mowbray
15 miles north-east of Leicester · pop. approx. 30,700
Independent wealth management for Melton Mowbray — pensions, investments, and inheritance tax planning for food industry leaders, farming families, and rural business owners across the Vale of Belvoir.
View Melton Mowbray pageOadby
4 miles south-east of Leicester · pop. approx. 23,000
Independent wealth management for Oadby — NHS pension specialists, investment management, and inheritance tax planning for the suburb's medical consultants, professional families, and established investors.
View Oadby pageOakham
20 miles east of Leicester · pop. approx. 12,149
Independent wealth management for Oakham and Rutland — pensions, inheritance tax planning, and bespoke investment management for retired executives, school-fee-planning parents, and rural estate owners.
View Oakham pageSyston
5 miles north-east of Leicester · pop. approx. 13,619
Independent wealth management for Syston — workplace pension reviews, SIPP strategy for the self-employed, and retirement planning for the town's commuters, tradespeople, and families.
View Syston pageWigston
4 miles south of Leicester · pop. approx. 37,261
Independent wealth management for Wigston — workplace pension reviews, ISA and investment planning, and long-term retirement strategy for the town's families, commuters, and small business owners.
View Wigston page