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Perfect Financial Planning Limited

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17 New Zealand Lane, Queniborough, Leicester, Leicestershire, LE7 3FU
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https://www.perfectfinancialplanning.co.uk
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FCA Number: 1034052
Website Image of Perfect Financial Planning Limited

Perfect Financial Planning Limited, based in Queniborough, Leicester, offers expert financial planning and regulated advice. Renowned for its client-focused services across life investments, pensions retirement advice, final salary pension transfers, and holistic financial planning, the firm is a trusted partner to individuals and families in Leicester and surrounding areas. With a key location near the vibrant city of Leicester, the firm balances local insights with broad market perspectives. Regulated by the FCA under number 1034052 and located in New Zealand Lane, the team at Perfect Financial Planning Ltd maintains a high standard of ethics and professionalism while keeping interactions approachable and friendly. Clients often appreciate their dedication toward creating catered financial strategies. Trust and transparency are at the core of what they do, ensuring clients receive reliable advice to meet their financial goals.

Their team includes one financial adviser. Check FCA registration here.

Perfect Financial Planning Limited are approved by the FCA to give advice on:

Note: Permissions displayed are inherited from the Principal Network. Explicit limits for this Appointed Representative are governed by private contract.

Directions to Perfect Financial Planning Limited from the Motorway

  1. From the M1, proceed to the M69 ramp that leads to Birmingham or Coventry. Upon reaching the roundabout, take the fourth exit which merges onto the M1 ramp towards Nottingham, Newark and Leicester (N). You are then required to merge onto M1 and further take the A46 exit that is directed towards Newark. Proceed on the Leicester Western Bypass / A46.
  2. When you arrive at the Hobby Horse Roundabout, take the first exit towards Martin Drive. As you approach the subsequent roundabout, again take the first exit which will lead onto Glebe Way. Following this, make a left turn onto Fosse Way and subsequently a right turn onto High Street.
  3. At the ensuing roundabout, take the first exit onto Melton Road. At the next roundabout, maintain your course on Melton Road by taking the second exit. Eventually, turn left onto New Zealand Lane where your destination will be situated on your right.

List of advisers under Perfect Financial Planning Limited:

Perfect Financial Planning Limited is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website http://sjp.co.uk/products

SJP Approved : tbc

Neither Performance Leads Ltd nor any of our affiliates or group companies provides any advice or makes any recommendations in relation to any investment on this site. Nothing displayed on this site constitutes a financial promotion or inducement to investment. All content is provided for navigational, information or contact purposes.

Anything published on this website is for information purposes only and should not be regarded as direct or indirect financial advice. FinancialAdvisers.co.uk accepts no liability arising from advice provided by third parties, either from advisors on our panel or otherwise. FinancialAdvisers.co.uk is a trading style of Performance Leads Ltd.

Investment Risk Warning: Buying investments can involve risk. The value of your investments and the income from them can go down as well as up and is not guaranteed at any time. You may not get back the full amount you invested. Information on past performance is not a reliable indicator for future performance.

Mortgage Risk Warning: Think carefully before securing other debts against your home. Your home may be repossessed if you do not keep up repayments on a mortgage or any other debt secured on it. If you are thinking of consolidating existing borrowing, you should be aware that you may be extending the terms of the debt and increasing the total amount you repay.

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