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Independent Financial Advice in Leicester & Rutland

Offering a range of financial advice services, we help individuals families and couples achieve their life goals and objectives.

To summarise, the financial advice services we provide covers:

  • Financial planning
  • Mortgages & protection
  • Equity release
  • Pensions
  • Savings and investment management
  • Inheritance tax & estate planning

As an independent financial adviser in Leicester, we help individuals and families gain clarity and plan for the futures they desire.

Your local financial adviser in Leicester is Bina Chauhan. You can find out more about Bina futher down this page.

The benefits of getting independent financial advice

Thinking about working with a local financial adviser?

Here are a handful of reasons to get independent financial advice:

  • Personalised financial advice focused to your unique goals and aspirations
  • Objective and impartial recommendations
  • Professional advice when navigating complicated  financial matters
  • Peace of mind knowing your financial future is in safe, capable hands
  • Access to a wider range of financial products and services

Looking for financial advice in Leicester & Rutland?

Call now on 0203 7405856

Financial advice in Leicester –  how can we help?

Offering a range of financial advice for individuals and families in Leicester & Rutland, Bina’s services are broad and tailored to her client’s needs and objectives.

Financial planning and advice

As an independent financial adviser in Leicester, Bina offers bespoke financial advice to a diverse range of individuals and families.

This can include pension and retirement planning, saving towards your children’s education and helping people adjust their finances during periods of change.

Here is a brief list of some of the areas where Bina’s financial planning service helps the clients she work with:

  • Planning for your children’s education
  • Long term wealth planning and management
  • Retirement planning and pensions advice
  • Estate and inheritance tax (IHT) planning
  • Business protection policies
  • Reactive financial planning during periods of change

Find out more: Financial planning

Local mortgage advice and protection

Right now, seeking independent mortgage advice could be critical to managing monthly repayments, and overall affordability. As an experienced independent adviser and mortgage broker, Bina scours the market for the best available products for my clients.

To help families negate periods of ill health or unemployment, she can advise on income and mortgage protection policies.

Bina can advise on:

  • Homeowner mortgages
  • First time buyer mortgages
  • Commercial mortgages
  • Buy to let mortgages
  • Mortgages for individuals with adverse credit

Find out more: Mortgage advice

Equity release advice and lifetime mortgages

Bina assists individuals and couples looking for detailed, impartial equity release advice. If that’s you, as an independent equity release adviser, she will guide you through the process.

If you meet the qualifying criteria for equity release, Bina could help you unlock cash from your home without having to sell it and move to another property.

Find out more: Equity release

Looking for financial advice in Leicester – request a callback

Call Bina’s office now on 0203 7405856

Pension advice service

Pensions are an incredibly tax-efficient investment and are often crucial to receiving income in retirement.

When offering pensions advice, Bina offers a bespoke service aligned to my client’s individual goals and aspirations for retirement.

Find out more: Pension advice services

Savings and investment management

For those looking to save and invest towards a finically independent future, Bina offer a savings and investment advice service covering:

  • ISAs
  • Investment funds
  • VCTs & EIS
  • Bonds
  • Trusts

As an independent financial adviser, Bina’s advice is impartial and aligned with her client’s unique goals and objectives.

Find out more: Savings & investments

Inheritance tax advice and estate planning

Leaving your loved ones and inheritance, or creating a financial legacy is important for many parents and grandparents. Bina’s IHT advice and estate planning service help those looking to minimise inheritance tax and maximise what they leave behind for their loved ones.

Inheritance tax is legally and ethically avoidable when given the right advice by an independent financial adviser.

Find out more: Inheritance tax advice

Looking to speak to a local financial adviser in Leicester?

Call now on 0203 7405856

About Bina Chauhan

Bina is an experienced mortgage adviser and IFA who has enjoyed a successful career in financial services.

Initially, her emphasis was mortgages and protection, and now she offers a full range of financial advice services in Leicester & Rutland.

Bina has built strong relationships in her area of focus, Leicestershire – one of the UK’s most diverse counties. Her strong interpersonal and multilingual skills have been highly desirable to clients, leading to trusted relationships, referrals and repeat business.

Sterling & Law - Leicester,
Sterling House,
C2 Chartwell Point,
Chartwell Drive
LE18 2FT

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